Navigating the Economic Landscape: Anticipating a Robust Recovery
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Dear Cambridge View Capital readers, today we're exploring an insightful article from Capital Group that discusses the potential for a...
- May 28, 2023
- 2 min
Unleashing the Power of Dividend Growth for Sustainable Investment Returns
Hello, dear readers of Cambridge View Capital. Today, we're diving into an insightful paper from Capital Group that highlights the...
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- May 28, 2023
- 2 min
Capital Group Investment Themes 2023
Capital Group have recently published an excellent report on Investment Themes for 2023 which can found here: https://www.capitalgroup.co...
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- May 28, 2023
- 2 min
Trends Shaping the Consumer Industry in China
China, with its vast population and rapid digital transformation, is a unique and vibrant consumer market. Its consumer industry trends...
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- Nov 5, 2020
- 2 min
INSEAD Project: Can public market investments outperform Private Equity?
I recently wrote a paper together with an INSEAD MBA classmate on the merits of Private Equity Investments vs. Public Equity Investments....
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- Sep 16, 2020
- 4 min
Risks of 'Groupthink' in investing and Finding your 'Edge'
One of the most significant risks in investing: allowing others to indirectly make your investment decisions for you.
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- Aug 10, 2020
- 4 min
Punch Card & Coffee Can Investing: How Individuals can beat professional investors by trading less
Individual investors can instead use the punch card and coffee can approach as their edge over professional managers as they focus on...
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- Jul 29, 2020
- 1 min
Investment Book Review: The Little Book of Value Investing by Christopher Browne
Summary of the key lessons from the book 'The Little Book of Value Investing' by Christopher Browne
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- Jul 25, 2020
- 3 min
Jio – Building India’s Internet Firewall
The scramble to invest in Jio showcases the on-going shift of technology dominance away from Silicon Valley and towards India and China.
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- Jul 22, 2020
- 1 min
Quick Reads: Successful Investor Traits
Inspiration: Mark Sellers (Sellers Capital) – Speech to Harvard MBA graduates
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- Jul 21, 2020
- 4 min
Finding investment opportunities in a crisis
Price dislocations that occur during times of market crisis often create some of the best investment opportunities for value investors
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- Nov 6, 2019
- 10 min
Alphabet (Google) – Investment Thesis (6 Nov 2019)
“In investing, what is comfortable is rarely profitable.” Robert Arnott. Alphabet's business consists ~85% comfort and ~15% innovation....
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