A cheap play on us housing

It’s time for my annual article in which I put the boot into silver. Why now? Because, according to one of my WhatsApp chats, it’s breaking out. Silver is always supposedly breaking out. It never actu

The market has ‘digested’ the stamp-duty rush and demand looks healthy

In the vast and fragmented world of building-materials distribution, a new player is emerging with bold ambitions to reshape the industry. QXO launched in 2023 and aims to become a market leader in an

Digging around portfolios can reveal hidden gems among the global giants

“What would you do,” was the question pitched by a dear reader. The batter, your very own columnist, will take a swing at it. Our preference is to buy land or private businesses. Private business is b

Companies in the news ...and how they were assessed