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 The Finishing Post – Agents Inside the Capital Cycle
Some ten years ago, in the cavernous QEII Conference Centre in front of a 600-person audience, a precocious 37-year-old version of your author stood up and risked career-level embarrassment. I gave a speech titled “The Death of the Brand: a cognitive bubble in quality compounders”. It was an attempt to take on the near-religious dogma […]
7 min read
After another dynamic quarter, dominated by trillion-dollar IPOs and ongoing geopolitical turmoil, we take a different approach in our Active Ownership Report highlighting stewardship examples that explore how closely linked voting and engagement activities can be as long-term investors.
1 min read
Luke Bridgeman, joins Merryn Somerset Webb for a wide-ranging exploration of our portfolio including discussions on Japan, energy markets, and shipping.
1 min read