Insights
We provide regular updates on investment performance and share our thoughts on topical issues.
Monthly reports
Research Notes
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When Quality is Ignored, Opportunity Abounds 2 March 2026
When Quality is Abandoned…Opportunity is Created 5 February 2026
3rd Annual Investor Letter
31 July 2025 -
AI - What, How, Why
18 June 2025The Roaring 20s, Act 2, Scene 1
20 November 2024Wisdom of the wise
23 August 20242nd Annual Investor Letter
30 July 2024 -
The Roaring 20s
21 June 2024The Knowledge
16 May 2024Gems of Knowledge
23 February 2024The Next Samurai
24 January 2024The race that stops a nation and 9 other surprises for 2024
20 December 2023Pearls of Wisdom
15 November 2023And up through the ground come a bubblin crude
14 September 2023The Good, the Bad and the Ugly
28 August 2023Investor Letter
19 July 2022 -
Views
Chris Judd’s Talk Ya Book
22 September 2022