08/13/2018
Suddenly the world ceased to make sense in terms of what, a few weeks before, passed as conventional wisdom – even McDonald’s, for goodness sake, could not secure an overdraft from Bank of America!
08/12/2018
Informed and disciplined capital allocation – whether of unitholders’ funds, or of disparate corporate revenues – is the bedrock of our portfolios and moreover the heart of the modern free enterprise economy.
08/08/2018
The logic is quite simple: wines out of favour and therefore not investigated are less likely to be subject to demand than their more popular counterparts, and are as a result less likely see upward pressure on price.