FAANGS

The year 2020 is one that will stand out in the history books, most notably for the COVID Pandemic but also the seismic shift in the geopolitical landscape. On the...

Facebook, Apple, Amazon, Netflix and Google (Alphabet), collectively known as the FAANGs, have been the investment story of the era. These companies have created new...

I have just returned from Fidelity’s annual bespoke Silicon Valley bus tour, where the team has spent time with 26 companies and their top management. Despite all the...