Kingsmill Investment Miscellanea

This is my personal, weekly investment commentary, where I provide in a few paragraphs, market commentary, insight and actionable ideas, which is sent out to all my clients.

 

Kingsmill's Investment Miscellanea: Friday, November 27, 2020

 November 27, 2020 |Joshua Kingsmill
Key Takeaways The consensus is often wrong when looking back at a 10-year performance. It is hard to differentiate between what's important news and the underlying trends for companies and sectors. Some of the largest companies today are likely to be...
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Kingsmill's Investment Miscellanea: Friday, November 20, 2020

 November 20, 2020 |Joshua Kingsmill
One of the investment challenges that I believe will start getting more attention is how multinational firms (mostly North American) will continue to access and grow in China. In the 1950s, over 90% of the global middle class resided in Europe and North...
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Kingsmill's Investment Miscellanea: Friday, November 13, 2020

 November 13, 2020 |Joshua Kingsmill
Key Takeaways When a vaccination becomes readily available, there will be different “phases” of mass-inoculation. The changes in the economy are still being understood, but many of the transformations are remarkable. A company like Amazon and its adaptation...
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Kingsmill’s Investment Miscellanea: Friday November 6, 2020

 November 06, 2020 |Joshua Kingsmill
So, did anything happen this week that I might have missed? Just a short one to finish up this week. Next week I will do a deeper dive into a hat I think might some of the investment implications with the arrival of a new President in 2021 While it’s...
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This is my personal, weekly investment commentary, where I provide in a few paragraphs, market commentary, insight and actionable ideas, which is sent out to all my clients.

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