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Navigating the Economic Landscape: Anticipating a Robust Recovery

Dear Cambridge View Capital readers, today we're exploring an insightful article from Capital Group that discusses the potential for a...

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...

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...

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...

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....

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.

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...

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

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.

Quick Reads: Successful Investor Traits

Inspiration: Mark Sellers (Sellers Capital) – Speech to Harvard MBA graduates

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

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....

Tiffany & Co. – Investment Thesis (27 Sept 2019)

I’d like to own either Hershey’s or Tiffany’s if it’s the right price, wouldn’t you? It’s just a question of price. Of course they are...

Pet Food – Analysing the investment opportunity

Deal activity at an all-time high: There have been more than 44 M&A deals in 2018 so far, with multiples reaching north of 25x EBITDA...

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