ESG: A competitive advantage, not merely a compliance exercise.
Impressive Compounder, flying under the radar.
In keeping with our 72 brand, we love discussing compounders. This next business doubled in size every 2 years for 28 years. 72 divided by 36 compound means doubling every two years.
The holy grail is the 100-bagger; a stock that returns $100 for every $1 invested. They may seem impossible to pick out, but definite patterns emerge when studying these companies more closely.
Industry 4.0 – The Digitisation of Everything
Industry 4.0 and the latest megatrend: the digitisation of everything. Much of the innovation we’re seeing today is a result of the fourth industrial revolution where digitisation has revolutionised the manufacturing industry.
Why Invest in Unlisted Companies?
You only have to look at successful unicorn companies to see why early relationships and investments can offer mind blowing returns.
The Most Expensive Words in Investing
If the words "I’ve missed it" are the most expensive words in investing, then the second most expensive words are "I’m waiting for the pullback". The below extract from REQ Capital’s August newsletter does an incredibly good job of encapsulating ...
Getting Comfortable with Uncertainty
The more I think about it, the bottom line is clear: The world is an uncertain place Its more uncertain today than at any other time in our lifetimes Few people know what the future holds much better than others And yet, investing deals ...
A Classic: One Up on Wall Street
One of the most respected investors of all time is Fidelity’s, Peter Lynch. Lynch earned his reputation as one of the world’s best money managers after he compounded the Magellan Fund at an average rate of 29.2%pa from 1977 to 1990. This was more t ...