Offshore Portfolio Clients

CrowdStruck

Has Crowdstrike used adversity to its advantage?

How has Nvidia’s dominance incentivised their competition?

What are the challenges facing Disney?

What are the risks Mercado Libre faces when growing their credit business.

How has Alphabet used its scale to invest for the future.

What do the results from three fashion houses say about the luxury goods sector today.

What have the results from two companies shown us about the semiconductor industry today.

What does a fortress balance sheet look like

Does Nike have what it takes to implement their turnaround vision?

Good prices and good margin, How has Costco managed it?