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“Know what you own and why you own it.”
— Peter Lynch
“The big money is not in the buying and the selling, but in the waiting.”
— Charlie Munger
“Price is what you pay. Value is what you get.”
— Warren Buffett
“Do not invest in the present. The present is not what moves stock prices.”
— Stanley Druckenmiller
The Swiss Franc: The Ultimate Reserve Currency
In a world where inflation erodes purchasing power, geopolitical tensions destabilise economies, and central banks print money at will, one currency has consistently stood apart. The Swiss franc has earned a reputation as the world's most reliable store of value. It’s a safe haven that investors, institutions, and governments turn to in times of crisis.
Puma: New Entrants Taking Market Share
Weak FY25 outlook and rising geopolitical concerns are having a significant adverse impact on the company.
The company is anticipating EBIT between €445m - €525m, compared to €690m that analysts had expected.
Dividend cut to €0.61 from €o.82 in the prior year.
Losing market share to ‘challenger’ brands such as On, New Balance, Lululemon and Asics.
Rising debt levels, and consequently rising interest payments are a worry for investors…
Tesla: Rainy days ahead for the electric vehicle pioneer
Tesla has been at the forefront of the electric vehicle (EV) revolution, and for years, it appeared that the company was unstoppable. The brand, synonymous with Elon Musk’s innovation, Silicon Valley disruption, and cutting-edge technology, dominated the EV market. However, as the industry evolves, several new challenges are emerging that could …
Tariff Mania: Economic world becoming fragmented
On April 2 2025, the United States government, under the leadership of President Donald Trump, announced new tariffs targeting a range of foreign goods. This move marks the latest chapter in Trump’s ongoing trade policy, which has been characterised by protectionist measures aimed at securing more …
Our Watchlist
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Airbus
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Alibaba
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Beiersdorf
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Ferrari
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Richemont
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Alphabet
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Take Two
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Rolls Royce
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Xiaomi
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Petrobras