How a company management can create or destroy business value over time

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Why look around the world for investment opportunities?

Why look around the world for investment opportunities?

Investors looking to build wealth should seek the best businesses, wherever they happen to be headquartered
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How Inflation Impacts Portfolio Positioning

How Inflation Impacts Portfolio Positioning

The types of companies that may continue to thrive if inflation increases.
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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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A Market Correction is an Opportunity.
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