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16 January 2025 -

Bill Ackman would like to build a new Berskhire

13 January 2025 -

Monday…Versace, Pacific Edge, etc…

11 January 2025 -

Why I disagree with Terry Smith on Diageo

7 January 2025 -

Does history repeat?

6 January 2025 -

Martha Stewart, Generational Dynasties and the coming PE liquidity event

28 December 2024 -

Thematics for 2025

24 December 2024 -

The year that was and the year that will be

23 December 2024 -

The chink in LVMH’s crown — Why Mecca is superior to Sephora

17 December 2024 -

Vivendi spinoff day

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