Insights
We provide regular updates on investment performance and share our thoughts on topical issues.
Monthly reports
Research Notes
Gems of Knowledge 23 February 2024
The Next Samurai 24 January 2024
The race that stops a nation and 9 other surprises for 2024 20 December 2023
Pearls of Wisdom 15 November 2023
And up through the ground come a bubblin crude 14 September 2023
The Good, the Bad and the Ugly 28 August 2023
Investor Letter 19 July 2023
Never Laugh at Live Dragons 2 June 2023
Street Talk 4 May 2023
In Vino Veritas 24 April 2023
Two roads diverged in a wood 20 March 2023
A Penny for your Thoughts 23 February 2023
This Time It’s Different? 18 January 2023
Mind the GAAP and 9 Other Surprises for 2023 21 December 2022
Investor Letter 15 November 2022
Pacific Peso? 19 October 2022
Walking the Tightrope 15 September 2022
Hot Dogs, Roast Chicken and Petrol 24 August 2022
The Anti-Walmart Effect 15 August 2022
Compelling Commodities 27 July 2002
Opportunities in Uncharted Waters 13 July 2022
Maslow’s Hammer 5 July 2022
Views
Chris Judd’s Talk Ya Book 22 September 2022