Global Opportunities Beyond the Radar

Our Favourite Software Company: Why It Offers Both Value and Growth

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Friends of mine who read a lot on the financial markets tell me this.

There are opinions to support any view. Even fact checks can be biased.

Hence, it is very easy to end up fooling yourself.

My instinct is to put the noise aside. And try to weigh up what works. An opinion is one thing. Experience at the coalface is better.

My coalface was running businesses for more than 20 years. There aren’t too many small businesses that go on to become larger ones. Those that do have two key things going for them: margin and volume.

So we are adding this margin monster to our portfolio today.

Remember: one of the most attractive times to invest is when a temporary economic setback draws down the share price of otherwise good businesses.

Caught up in US election volatility, we now have this opportunity…

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