Insights
Three of my learnings from 2024 that can help you invest in 2025
Three of my learnings from 2024 that can help you invest in 2025
As I reflect on 2024, there are three lessons I’ve drawn that may prove useful as investors position their portfolios for 2025 and beyond.
Three of my learnings from 2024 that can help you invest in 2025
As I reflect on 2024, there are three lessons I’ve drawn that may prove useful as investors position their portfolios for 2025 and beyond.
Fastenal: A Nuts & Bolts Success Story - Business Breakdowns
Fastenal: A Nuts & Bolts Success Story - Business Breakdowns
Portfolio Manager Delian Entchev discusses Fastenal on the Business Breakdowns podcast, including the company’s history, what it does, and its sources of competitive advantage.
Fastenal: A Nuts & Bolts Success Story - Business Breakdowns
Portfolio Manager Delian Entchev discusses Fastenal on the Business Breakdowns podcast, including the company’s history, what it does, and its sources of competitive advantage.
The Illusion of Safety
The Illusion of Safety
In this quarterly feature, written by Portfolio Manager Alfred Tadros, we discuss some trade-offs investors might be making when investing in these sectors.
The Illusion of Safety
In this quarterly feature, written by Portfolio Manager Alfred Tadros, we discuss some trade-offs investors might be making when investing in these sectors.
How management can successfully fight the fade from greatness
How management can successfully fight the fade from greatness
Looking for a break from US mega-cap tech stocks? In this wire, Stephen profiles four outstanding UK mid-cap stocks owned in the Aoris portfolio.
How management can successfully fight the fade from greatness
Looking for a break from US mega-cap tech stocks? In this wire, Stephen profiles four outstanding UK mid-cap stocks owned in the Aoris portfolio.
Cintas: Rags to Riches - Business Breakdowns
Cintas: Rags to Riches - Business Breakdowns
Portfolio Manager Delian Entchev discusses Cintas Corporation on the Business Breakdowns podcast, including the company’s history, what it does, and its sources of competitive advantage.
Cintas: Rags to Riches - Business Breakdowns
Portfolio Manager Delian Entchev discusses Cintas Corporation on the Business Breakdowns podcast, including the company’s history, what it does, and its sources of competitive advantage.
