Venture: Sports and Trainers
The big sport brands have all picked up in recent months, countering the bearish narrative around consumer weakness. We've picked our favourite.
Kit Winder
Latest
Venture: Building Robots
Robotics is the real-world application of AI. It is an exciting prospect to know that in the coming years, robots will be running around us.
Europe’s Digital Landlord
Today’s note recommends a particular kind of quality business, and it’s one that has reached a powerful inflection point.
Venture: Commodities
The second cheapest commodity group vs gold is agriculture, and that is what I will discuss today.
Quality Portfolio Update
Quality stocks are built for the long-term. The stockmarket is in a bubble environment, not dissimilar to the late
Do You Believe in America?
Some companies need little introduction.