Where to find great companies at fair prices

Every generation gets one industrial revolution. Ours is AI – still novel, not yet fully understood, but certain to become so embedded in life that we’ll forget how we ever worked without it. The ques

Sherman McCoy, the lead character in the 1987 book The Bonfire of the Vanities by Tom Wolfe, was described as a “master of the universe” due to his role as the highest-earning bond trader at his broke

“The lesson of history,” it is said, “is that the lessons of history are never learned.” Does the same apply to investment? Investors, amateur and professional alike, spend a huge amount of time porin

Issue of the week: Nvidia at $5trn The ...

The combined market capitalisation of the Magnificent Seven group of US mega-cap stocks – Alphabet, Amazon, Apple, Meta , Microsoft, Nvidia and Tesla– is now over $22trn, meaning these seven stocks ma

Companies in the news and how they were assessed