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...