What could derail the Amazon train? On Monday we saw how Amazon’s valuation was high but not as far out as many of us (me) thought. Especially given its...
Kit Winder
You’ll have heard it said, and accepted it wordlessly. “Lockdown must have been a great boost for Amazon.” And what is there to contest? Everyone is shopping more online....
Today, I have a special edition lined up for you. I have done my first ever UK Uncensored podcast. My guest is Otavio “Tavi” Costa, co-fund manager at American...
There’s an old joke, Irish I believe, that goes like this. An Englishman is lost in the green countryside of that aforementioned beautiful land – totally lost. He’s trying...
Why do we invest? The true goal of every investor, surely, is to buy low and sell high (surely!). Last Friday I wrote about Rusell Napier’s book The Anatomy...
I have said before that picking the bottom is a loser’s game. It’s impossible – by definition we cannot know the bottom until a moment way beyond it. However,...
No, I did not have a religious experience while high on drugs, in case you misunderstood the subject line of this email. This remains an investment newsletter. But what...
Central banks are more important than politicians, do you agree? I had this argument with a very politically interested friend a year or so ago now. My point was...
Today, some urgent business has come up which means I’m at full throttle looking at a potential stock recommendation in the clean energy space, for readers of Exponential Energy...
I’d like to apologise. I think I may have got ahead of myself. I’ve been bashing the bear drum for a good month now. With each passing week, as...