Facebook's corporate culture, based on growth hacking and data driven decision making, is a key factor when assessing the company.... Continue reading
As a Buffett fan, I like to follow what he does and try to understand why he buys what he... Continue reading
The bullish thesis for uranium is strong; growing demand coming from Japanese restarts and developing Asia, alongside production cuts. However,... Continue reading
A month or something ago, I was contacted by an investor that had just set up a portfolio with an... Continue reading
A company that has seen its ordinary dividend increase 11% CAGR over the last 15 years, must be something special... Continue reading
Good day fellow investors, The news this week was all about the FED as the FED’s chairman made a speech... Continue reading
MCK has caught the eye of many value investors, even Seth Klarman. I explain where it is that they see... Continue reading
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