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Roku: Building enviable scale as a valued streaming aggregator   One of the leading tech trends in recent time has been the rise of video and audio...

Our ultimate aim with the Global Growth Portfolio is to maximise absolute return through investment in high conviction US-listed equities. One of the keys to...

TAIWAN SEMICONDUCTOR MFG (NYSE: TSM) Financials: Market Cap: 209.56 P/E Ratio: 21.51 Dividend: $1.28 per share (~3% at current price)   Summary Taiwan Semiconductor is the first and largest ‘pure-play’ semiconductor manufacturer...

Google: One conglomerate that isn’t in search of an answer   Few companies have a place in our daily ritual as much as that of global tech...

The Benefits of Diversification   Most investors are familiar with the concept of diversification. We know that if we put all our eggs in the one basket...

Microsoft: An agile software behemoth.   One of the most instantly recognisable brands in the world, Microsoft (MSFT) has enjoyed a long history of innovation as the...

Zillow Group: Economising the world of real estate data   Formed in 2006, Zillow Group (Z) is a US digital real estate database that has seen significant...

The Walt Disney Company: A modern-day stock market fairy tale. After nearly one hundred years, Walt Disney has become synonymous with media and entertainment. It’s a...