Offshore Portfolio Clients

Disney – Too Much of a Good Thing

Has Disney become a villain in their own story?

Where can Spotify’s growth come from?

What are the risks and opportunities for Big Tech in AI infrastructure development?

Why have clothing businesses found it so difficult to have a long reigns?

Which company could benefit from a changing workforce?

Let’s put the love of the game into perspective.

How is Inditex building resilience in their business.

What are the factors behind the diverging fortunes of two major South African retailers.

What do Nvidia’s recent results say about the broader industry.

Is there a disconnect between Walmart’s valuation and price?