Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key

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Why should equity investors be optimistic about the next decade?

Why should equity investors be optimistic about the next decade?

The folly of short term forecasts, and putting current stock market valuations into perspective
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“Fragile Value” & “Speculative Growth” Areas to Avoid

“Fragile Value” & “Speculative Growth” Areas to Avoid

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Recession Potential and Impact on Portfolio Positioning

Recession Potential and Impact on Portfolio Positioning

Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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Investor Education
A Market Correction is an Opportunity.
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