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Reflecting on the life and investment career of Charlie Munger (1924-2023)
Charlie Munger, an intellectual giant in the landscape of investments and the indispensable counterpart to Warren Buffett at Berkshire Hathaway,…
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4 ETFs every investor should consider for their portfolios
The appeal of handpicking individual stocks is often hard to resist, but it usually demands a significant investment of time.…
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U.S. discount retailers on discount?
Signals about the economic health of the U.S. have been befuddling. The overall picture painted by the U.S. Census Bureau…
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VWRA: The all-world ETF
Ever since its inception in the 1990s, exchange-traded funds (ETFs) have gained huge popularity among the investing community. Whether you’re…
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Agents, airlines, and accommodation: Post-pandemic opportunities in the travel industry
Travel recovery had been researched as early as September 2020, just six months after the World Health Organisation declared Covid-19…
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7 things I learned from the 2023 Berkshire Hathaway AGM
Berkshire Hathaway annual general meetings (AGM) are never your typical AGMs. Yes, Berkshire Hathaway is an amazing company steered by…
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Luxury stocks: A safe haven in uncertain times?
Campbell Harvey is perhaps best known for his work on the yield-curve inversion being a recession indicator. This happens when…
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7 things I learned from Andy Jassy’s 2022 letter to Amazon shareholders
2023 has been a difficult year so far for tech giants. Amazon fired a total of 27,000 people this year,…
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The AI revolution and the companies that stand to benefit
In the financial markets, not a day goes by without the mention of artificial intelligence (AI), yet it is by…
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Apple Pay Later: How can it drive Apple’s growth and benefit investors
The Apple Inc. (NASDAQ: AAPL) ecosystem never stops growing. During the dying days of March, the global hardware firm introduced…
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