Latest Commentary

Thursday, 30 April 2020

Monday, 27 April 2020

Saturday, 25 April 2020

Thursday, 23 April 2020

Netflix will be the star in the recovery


While there are some risks to consider, my view is that the market is forward looking; it quickly priced in the negatives and is now pricing in a recovery. And I believe that Netflix will lead the market reco..

Monday, 20 April 2020

Saturday, 18 April 2020

Thursday, 16 April 2020

How do I know which companies to buy?


At a high level, I believe there are 4 dimensions along which to evaluate a company for potential investment: quality, sustainability of competitive advantage, medium and long-term growth prospects, and valuati..

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