Coffee & Capital: 5 Lessons About the Market
We’ve just concluded our latest investors’ gathering in Auckland. Which way is the world going? Here are some insights from our lively discussion.
Legacy Giant Quietly Becomes AI Powerhouse
How can investors find a fresh angle in an increasingly tight AI race? Well, it helps to think outside the box. Here’s one intriguing idea that’s starting to take off.
The Rebellion Trade: Buying the World’s Most Hated Asset?
It’s human nature to follow the crowd. But some gutsy investors are already breaking away, preferring to focus on a counter-cyclical trend.
Inside the $10 Billion Bet on AI Compute
The rise of artificial intelligence has been feverish. The world is now hungry for new infrastructure. Is this creating a speculative opening for daring investors?
2 Kiwi Companies Delivering Value & Resilience
There’s no hiding it: local businesses are facing a tough operating environment. But even under pressure, these two gems are showing remarkable staying power.
