earnings growth

Late British Prime Minister Harold Macmillan, when once asked what he was most worried about, reportedly said, “Events, my dear boy, events.” Investors certainly...

In assessing the value of a company, the market tends to focus almost exclusively on the outlook for earnings growth. While obviously important, this ignores other...

Successful thematic investing is not just about correctly identifying long term structural trends but also positioning yourself early to take advantage of them as they...

Valuations provide investors with a margin-of-safety when investing. However, what appears cheap for one, may not be so cheap for another. The most commonly used...