aitken

Charlie Aitken recently found his investments being called "boring" - this is the same person who first recommended Fortescue when it was a penny dreadful. This is...

At AIM, one of our favourite pieces of wisdom from Charlie Munger is his so-called first rule of compounding: “never interrupt it unnecessarily.” Would you get out...

Testifying before the US Congress in 2010, Warren Buffett made the following comment: “Basically, the single most important decision in evaluating a business is...

The recent second-quarter US earnings season highlighted how robust and broad-based its economic recovery has been, with healthy wage growth and ramping industrial...

We recently compiled a fairly detailed note for investors and subscribers that addresses an evergreen question: how much can an investor safely pay up to own a...

About nine months ago, we reviewed our investment case for Nike in ‘A Marathon, Not A Sprint’. With the benefit of time, vaccines, additional data points illuminating...

Companies with pricing power, a proven track record of generating free cash flow, and conservative debt levels are the stocks that the AIM Global High Conviction Fund...

Firstly, I want to wish all readers a very happy and prosperous 2020. The new year has seen equity markets continue their seemingly unstoppable march higher, with...

With world markets looking like they will end the year well, it remains somewhat stunning just how disbelieving most people are about the strength of global equity...

The US S&P 500 Index has rallied ~6% from mid-August lows to be back at all-time highs. This is a classic example of the equity market climbing the wall of worry. Back...

The world’s youngest billionaire was crowned in 2019. At age 21, Kylie Jenner and her business Kylie Cosmetics were included into this club. This rapid success...

We’re undergoing a period of rapid change. In a world where technology makes up 20% of the MSCI World Index, investors’ portfolios should reflect the future, not the...

US equities have led the recent correction in global equities. We have been swinging around on Twitter headlines with index futures traders deciding the short-term...

Our structurally bullish view on Chinese consumer-facing companies continues and today we thought we’d update you on our single largest investment in China, Ping An...

Financials are at a crossroads. On the one hand, banks and insurance companies are set to benefit from recovering global growth and higher interest rates. However,...

Ramsay Healthcare (RHC) is a core structural short in the AIM Global High Conviction fund. The five bear points we have consistently pointed to are: ...

Telstra shares are trading at levels not seen since November 2013. That's approaching a 5 year low and 40% below the ~$6.50 high reached in February 2015. Charlie...