On a quarterly basis we like to share our current thoughts and insights with our clients and newsletter subscribers. Please peruse our insight newsletters below and ensure you subscribe to our newsletter mailing list below, to receive them as they are released.

EBITDAALLCOSTS

Quarter 3: September 2021. This quarter we explore the Wall Street sell-side machine, ESG overload and the “add-back economy” amongst our analysis and observations of the markets. Alvia Asset Partners CIO Josh Derrington also shares his etchings from investment post-mortems.

Download

Narrative over Numbers

Quarter 2: June 2021. As we discuss regularly, investing is an imperfect science. Anyone that talks to perfect estimates and forecasts does so out of self-interest and ego.

Download

What’s the hurry Rick?

Quarter 1: March 2021. Another eventful quarter has come to an end, full of fierce speculation and get rich schemes – not quite peak exuberance but we feel we are on the way.

Download

Elon-exuberance

Quarter 4: December 2020. I think we can all agree that 2020 was an all-around atypical year and it is entirely possible that the strangeness will carry through well into 2021.

Download

The Pending Growth Trap

Quarter 3: September 2020. Valuations in many corners of the market would make you think that the COVID-19 pandemic was a distant memory.

Download

Death of Value…ation

Quarter 2: June 2020. We are sure we can all agree that 2020 has been truly unique and certainly not for the faint hearted!

Download

Doom & Bloom – Part 2

Quarter 1: March 2020. We felt it was timely to share our answers to the numerous questions we've received in increased regularity.

Download

Doom & Bloom – Part 1

Quarter 1: March 2020. It may feel like we are in a dark forest, with no end in sight, with bad news constantly spooking us from every direction.

Download

Team Insights – Q4 December 2019

Quarter 4: December 2019: Reflecting on the decade that was – the 2010’s. During the early stages of the 2010’s, markets were climbing the wall of worry...fast forward to the end of 2019 and investor sentiment has certainly changed.

Download

Team Insights – Q3 September 2019

Quarter 3: September 2019. Momentum has lulled investors into a false sense of ‘safety’ - with top-line growth at any cost becoming the mantra as the low cost of capital equated to unrealistic discount rates.

Download

Team Insights – Q2 June 2019

Quarter 2: June 2019. “What if the cost of capital never rises again?” To ponder this is an interesting exercise but largely futile...

Download

Team Insights – Q1 March 2019

Instead of giving you an update on how the market performed, what new economic data has been published etc… we thought we would provide you with a look at investor behaviour.

Download

Sign up to our newsletter

Please enter your first name

Please enter your last name

Please enter a valid email address