This week we have our first overseas guest on The Rules of Investing, Jim Mellon. Jim is a billionaire investor, speaker, and co-author of 'Juvenescence: Investing in the Age of Longevity.' Show More
fangs
In this week’s Rules of Investing, I sit down with Craig McDonald, co-founder and CEO of Global Founders Funds Management. After successful careers at Goldman Sachs, Craig and his co-founder were inspired to GFFM when they came across research suggesting that founder-run businesses outperformed the broader market. This seems intuitive,... Show More
Risks often come from unexpected places. For global technology companies, the obvious risks might come from obsolescence and changing consumer preferences. We think it’s taxation that presents the biggest risk for the ‘FANGs’ stocks today. Show More
This week there was a major sell-off in tech - including Facebook and the rest of the FAANGs, Instagram announced it has reached 800 million users and at this pace could be larger than Facebook, and Tesla has new competition in the Electric Vehicle market from Dyson. Show More
The American FANG stocks (Facebook, Amazon, Netflix and Google) have become household names and rewarded investors very nicely over recent years. However from late 2014, US stocks have consolidated their excellent gain since the GFC, the S&P500 is currently only 1.7% below its all-time high and the tech based NASDAQ... Show More