Did you make any money on your stock-market investments this year? I did. The best thing that any of us could have done this year is to ignore the noise.
Do you prefer large-cap companies or small caps? Large caps, or companies with sizeable market values, can have their advantages just as smaller outfits can have their pluses.
Retailing is not just about choosing online over offline. It is not a binary choice but instead it is about appreciating and understanding what customers want, and when they want it.
The companies that we invest in should be sustainable businesses. What’s the point in making stuff, if there is nobody around to buy the stuff they make?
Whether we like it or not, we are living in interesting times. Very interesting times. But then, we have always lived in interesting times, and always will.
