Django Davidson joins Wilfred Frost on The Master Investor Podcast. They discuss the principles of capital cycle investing, how shifts in industry dynamics can create investment opportunities, and why understanding incentives and capital allocation remains central to long-term investing.
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Apple Podcasts: How to Profit When Cycles Turn – Django Davidson on Capitla Cycle Investing
“Turn and face the strange” – David Bowie, Changes There is a predictable pattern that has recurred throughout time across otherwise unrelated industries – value chains fracture, and the process of capital allocation becomes more specialised. At the risk of generalising, this tends to be led by the company, or companies, that hold the strongest […]
9 min read
The Hosking Partners strategy rose +3.5% net in the third quarter, taking year-to-date (YTD) net returns to +19.3%, outperforming the MSCI ACWI Index by 1.9% in the quarter and +6.3% YTD. In 2026, the strategy has now outperformed the benchmark over the trailing 1, 3, 5, and 10-year periods, in the face of ever narrower, […]
9 min read
Django Davidson joins Tom Yeowart on the Far From The Finishing Post podcast. They discuss the nuances of capital cycle investing, the role of human behaviour in amplifying cycles, and Django’s thoughts on the unprecedented capital cycle we are currently living through. The button below will take you directly to Spotify. Apple Podcasts: Far From […]
1 min read