Articles

Value investors are known for finding opportunity where others fail to look. So where else to look than emerging markets.

This article discusses the concept that history does not repeat itself, but it does rhyme, and how it relates to investing. By recognizing patterns and trends in the past, investors can identify potential opportunities and risks, and make more informed decisions for the future.

ESG. What is it and why is it important and can a company that prioritises their ESG responsibilities perform better in the long run?

This article explores key macroeconomic trends and indicators, such as interest rates, inflation, GDP growth, and unemployment, and how they can influence investment decisions. Suggesting strategies for identifying value opportunities based on these trends and indicators.

This article discusses the Kangaroo market, a type of market that bounces up and down with no clear trend, and the opportunities it presents for value investors. It explains how value investors can take advantage of the market's volatility and uncertainty to identify undervalued assets and generate excellent long-term returns.

This article explores the positive effects of inflation on investors and shareholders. While inflation is often seen as a negative force that erodes the value of money over time, the article discusses how companies with pricing power can benefit from increased revenues and profits, while bondholders can earn higher interest rates to offset the effects of inflation.

Is value investing dead? In this article we explore the ever changing world of technology and how Value Investing can continue to evolve.

In the digital age how can value investing use technology to its advantage? Let's explore.

Cryptocurrencies are a hot topic issue in the investing community, but are they worth the risk?

This article explores the parallels between the California Gold Rush and the modern AI revolution, using the story of Samuel Brannan as a cautionary tale. Brannan's success in selling tools to gold rush miners highlights the potential for wealth creation in supporting industries. The article discusses how AI has the power to reshape industries and create opportunities, but warns that not everyone will benefit equally.

This article discusses the historical event known as Tulip Mania of 1637, where the prices of tulips reached unprecedented heights, driven by a speculative frenzy that ultimately led to a market crash and financial ruin for many investors. The article examines the factors that fuelled the bubble and the lessons that can be learned.

This article discusses the Mississippi Bubble of 1720, a financial crisis that occurred in France due to a speculative bubble in shares of the Mississippi Company. The article explores the causes and consequences of the crisis and draws important lessons for investors, regulators, and governments.