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,...
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Jun 281 min read
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...
Jun 111 min read
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...
May 281 min read
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...
May 201 min read
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...
May 91 min read
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...
Feb 298 min read
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...
Feb 261 min read
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...
Feb 151 min read
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...
Feb 52 min read
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...
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