It’s All About the Beer
Today, we are buying a company that is facing a narrative of stalling or falling volumes, of changing alcohol habits and new threats in the form of weight-loss drugs (GLP-1s).
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Silver $175 by 2030
No doubt these are exciting times for silver investors, and the set-up is fabulous. An all-time high after a 55-year wait should certainly be celebrated.
Silver or Ethereum?
Little wonder Bitcoin is slack, as the hot money has found a new toy to play with.
Corporate Action in the Quality Portfolio
Update on a recent corporate action for one of the holdings in the Quality Portfolio.
Update on Caledonia Trust
This week, I will touch on the Caledonia Investment Trust (CLDN). The portfolio is £3bn, yet the market cap is £2bn. So, by investing in CLDN, you get a share of £1bn for free.
Venture: US Technology
This Venture recommendation highlights a once hugely popular stock, which fell by 90% before the turn. Yet, unlike other stocks that collapsed after the 2021 bubble, this one has delivered higher revenues and cash flow, while embracing AI.