Investment Ideas

UnitedHealth Group | A Healthcare Giant

Navigating Complexity while Presenting a Unique Investment Opportunity

Jun 16 •

Part 2: Capital Cycle Opportunity in PGMs

The Challenge Is Always Timing - For PGM Producers The Time May Be Now

May 28 •

Cyber Wars, Hackers and the Solution

21st Century Battles - Both Corporate and National - Are Being Fought In CyberSpace

May 21 •

Google: Great Value or a Value Trap?

When You've Reached The Top, It Isn't Always Clear What Comes Next

May 19 •

LVMH, Kering or Hermès - What? Why?

Difficult Questions: What's Behind Successful Luxury Brands - Is It Just An Illusion?

May 12 •

Is Novo Nordisk Better Than Eli Lilly?

The Powerhouse from Bagsværd at an Attractive Valuation

May 5 •

Brookfield - Part 3 of 3

The Wild Card - Brookfield Corporation and Asset Management

Apr 18 •

KKR, Blackstone and Apollo - Part 2 of 3

The U.S. Leaders in the Alternative Space

Apr 17 •

Alternative Investing - Part 1 of 3

Investing in a Time of Economic Fragility - Private better than Public Markets?

Apr 15 •

The Canadian LNG Gold-Rush

A Wonderful Long-Term Compounding Investment Opportunity Just About To Start

Apr 9 •

The Schiehallion Fund, SpaceX and More

Unusual Name, Unusual Fund, Unusual Opportunity

Mar 17 •

Northeast Bank, or is it a Credit Fund?

Revolutionizing Credit with a Community-Centric Banking Approach

Mar 10 •

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