Exploring the evolving market for fuel and food at convenience stores, and the implications for investors.
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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Expanding The Toolshed
2021-11-19, Daniel Morgan
To deliver excellence in investment management and client service, our team employs time-tested approaches while developing new tools.