Tag: Best Investment Opportunities
The strategy I apply to the portfolios I manage starts from the top and works down. The country and its case. The industry and its outlook. The profitability of businesses in that sector.
Trump is perhaps right pulling up China on years of predatory trade practices. Yet one area where things could unhinge comes in the form of China’s threat to curtail rare-earth exports.
I recently came across André Sidler and co-founder Avril Hanna through my network. We caught up for coffee to discuss an extraordinary opportunity.
I’ve been looking around for the next ‘big’ investment opportunity. Which is pretty hard when most developed markets are at all-time or multi year highs.
For Warren Buffett, selling is usually something he doesn’t think about. Sure, he’ll sell if it turns out he was wrong about a business. He might even sell for an extremely inflated price. The latter is far rarer. But other