growth investing

Investors are missing out on India's growth story. It's been 20 years in the making already....

James Tsinidis from Munro Partners discusses the power of incentives and some industries that will benefit from ongoing investment.

The opportunity exists to move consumer finance to the top of the commerce funnel, but it is over to Block to achieve it.

Global quality growth stocks underperformed during 2022. This was due to a perfect storm of excessive valuation levels, rapidly rising interest rates, and the very...

The past year has seen a distinct switch in investor focus from growth to yield. The irony, of course, is that many so-called ‘dividend stocks’ can be long-term wealth...

Over the long run, value portfolios beat growth portfolios at their own game.

Assessing a firm's corporate culture is critical to evaluating the success of an organisation and its long-term potential.

Rising rates hurt investors; claims on profits in the future are simply worth less if you discount them at a higher rate. As growth stocks deliver their cash flows...

Who said value investing means crappy businesses? It’s something we’ve pondered off the back of some questions around our own style. In this episode of Stocks Neat,...

China is facing widespread droughts, emulating the recent heatwaves and crises experienced across Europe – the threat of these droughts is far reaching for...

What do you call a company that, when it surprises the market with very strong free cash flow, sees its stock crash 30 percent? Amazon! In its first-quarter earnings...

One of the current raging debates in the market is whether one should invest in Growth or Value. There is no set delineation of Growth or Value, but the generally...

“Necessity is the mother of invention” is a timeless proverb that originated thousands of years ago in ancient Greece by the philosopher Plato. Yet it remains...

In his excellent book, ‘Range. Why Generalists Triumph in a Generalist World’, David Epstein tells the story of the figlie del coro, literally, ‘daughters of the...

In times of extreme market volatility, it can be useful to refer back to the prominent former mutual fund manager Peter Lynch, who observed that the secret to making...

Investors are well aware that equity markets have commenced 2022 with severe volatility and big price declines. Russia’s brutal invasion of Ukraine and economic...

Investors have been promised an elixir of big returns and low volatility. But the truth is, to achieve outstanding long-term returns, you must be prepared to endure...

Most investors are aware that artificial intelligence, or AI, is an important technological transformation. Yet many still underestimate the sheer power of this...

Lovisa is an attractive growth story with a global store rollout opportunity. Lovisa’s vertically integrated business model underpins their high gross margins,...

The strong returns delivered by private equity are well documented. As a practitioner, I wanted to provide perspectives on why this might be the case: a first-hand...