Offshore Portfolio Clients

Inditex – Cut above the Rest

How is Inditex positioning itself for uncertain times.

What gives CrowdStrike an advantage in a more AI integrated world?

How do Sovereign AI Ambitions fit into Nvidia’s growth plan.

How does Snowflake compete with Big Tech?

Why is Walmart priced so high?

How has Disney’s library of IP fuelled different segments of its business.

The broadest possible selection at the lowest possible price.

Why would Alphabet look to cannibalise its own products.

How have Netflix positioned themselves for growth.

How is the America’s largest bank benefiting from market uncertainty.