Buy only what you understand, believe in, and intend to stick with
— even when others are chasing the next miracle
.

—Peter Lynch

 

We need to face facts. Markets are higher now. The war against inflation is winding down. Victory on price stability is in sight.

For value investors like us — aka professional scroungers — it’s a harder game.

That’s not to say there’s not still opportunity in rising markets. There is. But it also means that investors need to be sharper than ever. It’s not so easy to find money lying on the ground.

If there’s one lesson I’ve learnt over the years, it is this. No matter the asset, or the industry, focus on quality. And buy for the long run.

In this report we’ll be looking at two market leading trends: AI and fintech.

We’ll report on a potential AI stalwart. And one of the UK’s fastest-growing financial companies…

 

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