Our insights

Prospects

Autumn Issue Forty

In this issue
Understanding Finance

The legendary investor and ‘Sage of Omaha’, Warren Buffet, CEO/Chairman of Berkshire Hathaway wrote, in 1986, about the important concept of “owner earnings”.

Equity prospects

01.

Sage is a software company specialising in accounting, payroll and payment systems for small and medium sized businesses (SMBs).

02.

Mainstream consumer fashion has appeared a relatively out of favour investment segment.

03.

Globant is a 19 year old tech stock listed on the New York Stock Exchange which might suggest it’s become ‘old hat’ but, I’d caution such a view.

04.

CarMax is America’s largest second hand car dealer with 230 shops.