intellectual property

Our investment thesis centers around the irreplaceable nature of that content and the vast number of ways the company can monetise it.

Where the market sees a tired Japanese conglomerate, Contrarius sees something rare: an AI-Proof and AI-Winner at an attractive price.

Ben Graham knew what today’s bulls don’t: the higher is the imputed value of a firm’s intangibles, the lower is its return on equity.

There is a special trait that appeals to us as investors – enduring commercial value, writes Pooja Shirangi from Lakehouse Capital. We've found several companies which...