Tag: Simon Angelo
The Property Engine Powering Europe’s Hidden Growth Story
It’s no secret that the property boom in New Zealand has faded. But new opportunities are now beckoning overseas. Is it time to reposition?
Portfolio Update: March 2026 — Navigating the Strait of Fear
The conflict in the Persian Gulf has rattled global markets. But look beyond the fear. For value investors, this is the moment to buy the dip.
When the Water Turns Brown: NZ’s Infrastructure Reckoning
We tend to take our country’s assets for granted. But squeezed budgets are now creating a structural challenge. Where do we go from here?
The Angel Investing Company Up 600% in 5 Years
Hungry investors are always searching for the next big unicorn. But caution is needed. Could there be a balanced way to gain exposure to new startups?
Oil Shock: What Comes Next for America?
We’re witnessing a clash of the titans. As America and Iran slug it out, the fate of the oil market hangs in the balance. But is there more to this conflict than meets the eye?
AI Doomsday: Xero and the Great Unravelling
It’s a terrifying idea. Automation is about to disrupt our economy, making some companies obsolete. Could this be the first domino to fall?
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.
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.
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?
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.
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.
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.