Category: Stock Market
Legacy Giant Quietly Becomes AI Powerhouse
How can investors find a fresh angle in an increasingly tight AI race? Well, it helps to think outside the box. Here’s one intriguing idea that’s starting to take off.
Coffee & Capital: 5 Lessons About the Market
We’ve just concluded our latest investors’ gathering in Auckland. Which way is the world going? Here are some insights from our lively discussion.
Portfolio Update: February 2026 — Up 5.8%: Real Assets, Real Returns
The market threw us plenty of curveballs this past month. But our value strategy stayed resilient, allowing our composite portfolio to outperform.
The Rebellion Trade: Buying the World’s Most Hated Asset?
It’s human nature to follow the crowd. But some gutsy investors are already breaking away, preferring to focus on a counter-cyclical trend.
Courage and Capital: Why the West Is Rising Again
Strong leadership is now injecting fresh energy into Western economies. Could this revival in common sense unleash a new wave of prosperity?
Inside the $10 Billion Bet on AI Compute
The rise of artificial intelligence has been feverish. The world is now hungry for new infrastructure. Is this creating a speculative opening for daring investors?
Hold, Hold, Hold: The Art of Investing with Courage
Everyone wants to buy when the market is climbing. But what happens when the market turns choppy? Well, here’s why having a strong stomach matters.
Money Talks With Simon Angelo: The Kiwi Squeeze & The American Surge
We talk to Reality Check Radio about the impact of urban intensification on New Zealand life. Plus, is a new American golden age about to happen?
2 Kiwi Companies Delivering Value & Resilience
There’s no hiding it: local businesses are facing a tough operating environment. But even under pressure, these two gems are showing remarkable staying power.
Please, Tax Me More. It’s Character-Building!
Two things in life are for certain: death and taxes. But is New Zealand overdoing it? Is the current tax system actually killing off free enterprise?
American Empire: Turning Chaos Into Capital
The United States is entering a new era of aggressive expansionism. Should we fear it? Or could this pave the way for brighter days ahead?
Portfolio Update: January 2026 — Market Gyrations
As we close out the first month of 2026, we’re seeing loud and brash headlines. But is the controversy leading to a ‘sliding-door’ opportunity?
Italy’s Best Kept Secret: ~20% Returns for Two Decades
Finding mispriced opportunities often starts with a simple question: what holds up when the cycle turns? Well, here’s one Italian business that could surprise investors.
Greenland: The Arctic Prize Reshaping Global Power
Greenland has become a new flashpoint for US-NATO relations. Is this creating a rare buying opportunity for courageous investors?
90% Foreign Born: A Stock Market Built on Migration
As the world shifts from globalism to nationalism, one country has found a clever way to sidestep the migration debate. Here’s why it’s capturing serious wealth.