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Edition #21February 28, 2021
The last two weeks have seen a return of volatility in the markets. New optimism around the vaccine rollout has seen money going into companies that should benefit from the re-opening of the economy. It’s also seen a decline in many of the tech stocks that have done so well over the last few months. As always, it’s important to retain a long term view with your investments.
This week, I discuss two companies that have been suffering from over demand and limited capacity. Good problems to have I say
Edition #20February 14, 2021
This week I discuss two companies that are walking the walk. Finding companies who consistently grow and execute on the plan their management team sets out are exactly what we look for as investors. Both have strong opportunities ahead of them, even if short term valuations seem rich.