Outperforming the market: Why the US is still an attractive investment destination
In the latest episode of Stocks Neat, Co-Portfolio Manager Harvey Migotti joins me as we delve into the world of American investing. Harvey shares his insights on the...
This global fund manager outperformed the market by almost 30%. Here's how they did it.
Co-CIO Chad Padowitz takes us through Talaria's investment process and the stocks that have driven their market-leading performance.
Nobody puts value in the corner
Who said value investing means crappy businesses? It’s something we’ve pondered off the back of some questions around our own style. In this episode of Stocks Neat,...
Bullwhip effect: Why big tech earnings (and share prices) will snap back
Since their 2021 peaks, the share prices of the world’s largest technology companies have recorded breathtaking declines. These once high-flying stocks have seen...
BlackRock's Rick Rieder on the "Category 5 hurricane" coming, and where his team is investing
For those who haven't heard of him, Rick Rieder is BlackRock's chief investment officer of global fixed income, head of the global asset allocation team, and chairman...
Why multiples are a short-cut, lazy approximation for valuing a business and what we use instead
This wire was written by Amit Nath, Senior Research Analyst with Montaka Global InvestmentsWhen you look at a multiple, it may seem high at first glance. But it is...
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