Quality: Flash Note
The technology sector has come under pressure this week, with sharp falls across several stocks, not just in software, but also in growth.
Kit Winder
Latest
Regulated Monopolies
Through its roads, airports, and energy and physical infrastructure, our next recommendation serves 90% of our lives.
Venture: Precious Metals Correction
After a few brutal days in precious metals, I wanted to highlight some key charts before we get into some portfolio updates. Let’s start with the gold price.
A Breath of Fresh Air
When seeking quality companies, the predictability of future earnings is a key consideration, alongside the resilience of sales during all
Venture: Portfolio Update
These are good times for global stock pickers, and in this issue, I provide an update on our holdings in Venture.
Curing the Sugar Disease
Today's addition dominates one of the most promising new markets in healthcare for the coming decades, and a return to outperformance looks likely.