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There are four key phases of the US Presidential election cycle that will play out over the next 18 months. The pre-caucus debate phase starts this week, on 26th June,...

Disney’s transformation to a streaming ‘Netflix’ business model is an unprecedented step for the company. Any business transformation is hard, and in Disney’s case its...

Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio...

Bloomberg keeps a regularly updated list of the world's wealthiest billionaires on their website. The current Top 10 can be seen below. What is interesting besides the...

We spend a lot of time thinking about the relationship between growth and value at Bailador. Here are some high-level numbers from two well-known companies that have...

Fund managers and CEOs around the world have been adjusting their estimates and guidance in the wake of the recent volatility. As defensive stocks have come back to...

Paypal founder Peter Thiel predicted in his 2014 Wall Street Journal essay ‘Competition is for losers’ that Silicon Valley would become the centre of the global...

Apple made history on 2 August 2018, becoming the first company ever to reach one trillion US dollars in market value. Five weeks later Amazon followed, crossing the...

As volatility has picked up in recent months, many investors who thought they were protected in a down-market have quickly discovered otherwise. Asset consultants have...