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Long term, fundamental investors, focused on high-quality global equities.

Rethinking the US Economic Powerhouse
Rethinking the U.S. as an Economic Powerhouse
Small Business Connections · May 2025
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Ticker News Interview
5AM – Ticker News: Global Stocks to Outperform in 2025
Ticker News · May 2025
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Eurofins Scientific
50% Upside in Eurofins Scientific
Livewire Markets · May 2025
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Dial Down US Exposure
5AM – Dial Down US Exposure
Azzet · Apr 2025
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Investment Markets Debate
5AM – Investment Markets Debate on Trump 2.0
Investment Markets · Mar 2025
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The Toll Road of the Internet
The Toll Road of the Internet
Livewire Markets · Feb 2025
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Why Monopolies Outperform
Why Monopolies Outperform
Livewire Markets · Jan 2025
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