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AI & the Spiraling Cost Model
31 July 2025 The much-anticipated quarterly results from Microsoft and Meta were considerably stronger than expected (+9% and +7% on the...
Jul 313 min read
Jun 270 min read
Crude Reality
17 June 2025 Ironically, we had been doing work on oil and gas prior to the Isreal-Iran episode last Friday. Recent underperformance of...
Jun 173 min read
May 240 min read
May 240 min read
Apr 280 min read
Apr 280 min read
Focus on a Single Story
24 April 2025 From a behavioural perspective, a key feature of major market episodes is that investors tend to focus on a single story....
Apr 233 min read
What do you know that the market doesn't already know?
09 April 2025 A mentor of mine used to say in these moments, “what do you think you know that the market doesn’t already know?” We know...
Apr 93 min read
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