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June 4, 2019

In this episode we discuss our recent visit to the headquarters of Cintas in Cincinnati, a company we own, whose strong corporate culture has contributed to its 95% client retention rate and strong growth. Cintas is America’s largest uniform rental company. For around $1.50 per worker per day Cintas’ will collect, clean and replace uniforms for organisations in industries such as lodging, entertainment, manufacturing and healthcare.

The Emerging Market Fallacy with guest host James Carnegie
April 17, 2019

In this episode James and Stephen discuss the key reasons why local market real Earnings Per Share (EPS) growth has fallen so far short of GDP growth in emerging markets over the last decade. It’s counterintuitive, but GDP growth does not drive EPS growth in the way most people think.

Episode 2
10 years on since the GFC: Staying the course vs temptations of timing
March 26, 2019

In this episode we discuss the headlines over the last decade which left investors spooked and why the over-arching lesson is to stay the course. 

Episode 1
KraftHeinz: the danger of assuming competition will never ketchup!
February 26, 2019

In our first episode we discuss Kraft Heinz shares falling to a record low and concerns that years of cost-cutting have deteriorated the value of its household brand names.