Here’s a quick insight into the world of investment banking and capital raising… Bankers are focused on hot money They like Porsches and Porsches require bonuses. It’s hard work to try and sell something that nobody wants. When the pancakes are flying off the shelves, you don’t open a stall selling fried organic broccoli cooked in vegan oil. You recognise …
View PostThe market operates in cycles. Things heat up; things cool off. When people tell you to “look through the cycle,” they are referring to the need to ignore the short-term fluctuations and invest in high-quality companies that will do well over an extended period. I often reference Microsoft as a powerful example of this. It is the only company that …
View PostCapitalism. It’s a double-edged sword. On one hand, people are rewarded for being innovative and hard-working, finding new solutions and improving our productivity, health and wealth as a species. On the other hand, greed and destructive competition often come into play, potentially enriching only a handful of people at the expense of others. This is why regulation is important. As …
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