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Each quarter, we share a selection of our latest thinking, covering the themes, opportunities and risks we’re seeing in markets. We welcome you to subscribe to receive this regularly.

Resuscitation of Value…ation

Quarter 1: March 2022. With the current macro environment feeling like a bubbling cauldron about to overflow, we explore the key paradigm shifts we are seeing...

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ARKKs Don’t Always Float

Quarter 4: December 2021. With inflation concerns finally becoming a hot topic, is it time for a touch of Volcker? This quarter we explore...

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EBITDAALLCOSTS

Quarter 3: September 2021. This quarter we explore the Wall Street sell-side machine, ESG overload and the “add-back economy” amongst our analysis and observations of...

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Narrative over Numbers

Quarter 2: June 2021. As we discuss regularly, investing is an imperfect science. Anyone that talks to perfect estimates and forecasts does so out of self-interest and ego...

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