Faan

Benjamin Graham, the father of ‘value investing’, once famously said that in the short run the market is a “voting machine”, but in the long run it is a “weighing...

Under the pressure of rising interest rates, misses on earnings expectations and very full valuations, the Nasdaq closed at its 2022 low earlier this week. So have...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color...

Most investors suspect that AI sits at the core of Alphabet’s key businesses (Search, YouTube, Cloud, etc). But many are still underestimating how AI is creating...

In the eyes of many investors, today’s mega-techs – Amazon, Microsoft and Alphabet, for example – are way overvalued. A cursory glance at the valuations of the North...

The short answer is “very”. In the following interview, Dr Philipp Hofflin from Lazard Asset Management points to a tech wreck to demonstrate why a pullback in Aussie...

Reporting season is underway, so this week we'll be looking at which companies not only met their optimistic earnings targets but knocked them out of the park, as well...

Blue-chip shares – everyone wants to own them. But what are they? And do the world’s largest technology companies – Facebook, Amazon, Apple, Netflix, Google (the...

Inflation fears have taken the lofty tech giants for a wild ride over the past few months, after what was nothing short of a spectacular 2020. The NYSE FANG+ Index,...

There were sober reflections on both his flagship fund’s below-benchmark performance and the extraordinary market events that led it there, but no apologies from the...

So much capital has become available to private companies in recent years that they are listing much later - and sometimes never at all. A healthy $129 billion was...

Facebook, Amazon, Apple, Microsoft and Alphabet – the five biggest companies on earth, collectively responsible for 23% of the US market. This is a staggering jump...

As part of their 2004 IPO registration statement, the founders of Google (now Alphabet - NASDAQ: GOOGL), Sergey Brin and Larry Page, included an Owner’s Manual...

Those Investors who fail to identify emerging market trends and themes may well fail to capture the rewards on offer from investing in the development of embryonic...

Everyone knows that data has become the new oil of the global economy and as a result we have seen the rise of the FAANGs, BATs and more. The megatrend for the next...

The 1980s saw the emergence of Apple and Microsoft as major global technology players. It was PC versus Mac; Steve Jobs versus Bill Gates. Fast forward to today and...

I distinctly remember one investor telling me how lonely he felt undertaking the task of running his super. Alone with lots of information and no one to speak with or...