PM Capital Global Companies Fund

Crises don't destroy industries — they restructure them. Hear Kevin discuss how to find the beneficiaries before the market catches up."

Veteran investor Paul Moore, Founder and CIO of PM Capital, joins David Clark to share candid insights from more than 40 years in markets.

Markets are flying, stocks at all-time highs, and not a cloud in the sky. What happens when the wind changes...Do you have a strategy?

Market commentary has a bias towards buying. We apply a disciplined valuation approach, and that includes a strong selling strategy.

PM Capital has had limited exposure to gold this decade. However, we initiated a position in late 2023 in Newmont Corporation.

In this video, I discuss the complexities of current market dynamics and where I see opportunities for value investing.

Aerospace giant enters earnings 'sweet spot' as travel demand recovers

In 2014, Peter Thiel, the founder of PayPal and Palantir, gave a lecture at Stanford University called “Competition is for Losers”. Thiel argued there was only two...

It can be very easy to ‘fall in love’ with particular stocks. Investors do it all the time, ignoring individual stock valuations and following the herd into the most...

In this video I look at how stock opportunities can be staring you in the face, commonly for 12 to 18 months, before they move strongly higher. I also nominate a stock...