Hosking Post
16 Oct 2026
Search Engine to Steam Engine
“Turn and face the strange” – David Bowie, Changes There is a predictable pattern that has recurred throughout time across…
Quarterly Report
16 Oct 2026
Q3 2026 – Quarterly Report Commentary
The Hosking Partners strategy rose +3.5% net in the third quarter, taking year-to-date (YTD) net returns to +19.3%, outperforming the…
Video
16 Oct 2026
How to Profit When Cycles Turn – Django Davidson on Capital Cycle Investing
Django Davidson joins Wilfred Frost on The Master Investor Podcast. They discuss the principles of capital cycle investing, how shifts…
Podcast
6 Oct 2026
Far From The Finishing Post – Agents Inside the Capital Cycle
Django Davidson joins Tom Yeowart on the Far From The Finishing Post podcast. They discuss the nuances of capital cycle…
Hosking Post
10 Sep 2026
‘Death of the Brand’ or dearth of thought?
Some ten years ago, in the cavernous QEII Conference Centre in front of a 600-person audience, a precocious 37-year-old version…
Active Ownership Report
24 Aug 2026
Q2 2026 – ESG and Active Ownership Report
After another dynamic quarter, dominated by trillion-dollar IPOs and ongoing geopolitical turmoil, we take a different approach in our Active…
Podcast
10 Aug 2026
Merryn Talks Money – The Capital Cycle Is Turning
Luke Bridgeman, joins Merryn Somerset Webb for a wide-ranging exploration of our portfolio including discussions on Japan, energy markets, and…
Quarterly Report
21 Jul 2026
Q2 2026 – Quarterly Report Commentary
The Hosking Partners strategy delivered another strong period of absolute returns, adding 11.7% (net) in the second quarter and taking…
Podcast
21 Jul 2026
Value Investing with Legends Podcast
The Capital Cycle: Finding Opportunity Where Others Aren't Looking
Hosking Post
16 Jul 2026
Fit for Purpose
“Aw, baby, how you doing? You know I’m gonna cut right to the chase, huh? Some women were made But…
Hosking Post
2 Jul 2026
‘Normal’ Service Resumes
Michael Godfrey on the end of the zero-rate anomaly - and the comeback of capital cycle investing.
Hosking Post
9 Jun 2026
Super cycle or capital cycle?
Luke Bridgeman on our long-term DRAM position.
