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‘Sticking Around’ with CCL Industries

2024-07-24, Daniel Morgan

Despite slower-than-expected growth over the past five years, CCL Industries demonstrates strong business fundamentals and tangible opportunities for growth.

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Industry Evolution Paves Attractive Path for Circle K

2024-01-18, Daniel Morgan

Exploring the evolving market for fuel and food at convenience stores, and the implications for investors.

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Flipping The Board Around

2023-10-27, Daniel Morgan

How to strengthen your conviction in investment decision-making by seeking alternate perspectives.

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Lessons In Strategy From Ferrari’s F1 Team

2023-06-02, Daniel Morgan

Without a well-thought-out strategy, winning is hard. Moreover, being unable to execute on a good strategy opens a gap for competitors.

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Starting From The Bottom

2023-03-03, Daniel Morgan

The case for bottom-up investment analysis is further strengthened when uncertainties about an industry or the wider market are introduced.

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Do Not Fear the Fear Index

2022-11-18, Daniel Morgan

Market gyrations create opportunities for investors willing to focus on the long game rather than retreating in the face of fear.

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