Insights | Infusive

Starbucks: 25 Billion Reasons for 75 Million Customers to Celebrate

Dear Investor and Supporter, We wanted to share an important update regarding our investment in Starbucks. . Our fundamental work,...

What We Learnt from the Most Watched Man on the Planet

We attended MrBeast's event down-under. He is the most watched man on the planet. Jimmy Donaldson , better known as MrBeast, is a...

The Launch of 'Apple Intelligence' - Our Thoughts

How many Apps do you have on your phone? If you’re in the US, the research says 80. Each month, 30 different apps are opened and 10 per...

Michael on CNBC to Discuss the Consumer

The Consumer is alive and well! Thanks to CNBC for having me on Street Signs. The discussion covered: Asia's Population Growth: 4...

Travel Resilience: Why Vacations Remain a Priority Despite Economic Headwinds

"A secular trend that we see, people are seeking services and experiences and travel is the top of the list." This quote from the CEO of...

50 minutes of Q&A on CNBC with Jack Dwyer.

The discussion with Will Koulouris includes questions from the audience and covers: · Single stock opportunities · The...

Is China’s Temu a Threat to Amazon?

The E-Commerce Landscape Today Over the past two decades, e-commerce has revolutionised the conventional retail landscape, reshaped...

The Ryder Cup of Markets. Will Europe fight back?

Over the past decade, US stocks have delivered a return ~4x greater than European peers. There have been valid reasons for this, with US...

What you need to know about the China Lunar Holiday

The largest travel migration globally. 2.3 billion trips over eight days. What you need to know about the China Lunar Holiday: 1. Rail...

What is happening in the largest asset class in the world? US Housing:

1. There isn't enough: Using a range of forecasts, the market requires ~3-4 million additional homes. Millennials are living with their...