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Comus Investment 2025 Annual Letter
Dear Partners, We had a good year in 2025, however we were severely hamstrung by InteractiveBrokers' move to limit Americans…
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ASML: Buy Mr. Market’s Indecisiveness – 20Y Moat Remains Far & Wide (NASDAQ:ASML)
The ASML Investment Thesis Remains Robust For The Next Decade We previously covered ASML Holding…
G20 deal on fossil fuels blocked after Saudi opposition
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BITO ETF: Finally Attractive Now That It Can Be Hedged Through BITX (NYSEARCA:BITO)
Thesis There are several ways to gain exposure to Bitcoin, but before now I have…
Ocado and AutoStore settle three-year row over ecommerce tech
Receive free Ocado Group PLC updatesWe’ll send you a myFT Daily Digest email rounding up…
How To Allocate $15,000 Among 2 ETFs And July’s Top 10 Dividend Growth Companies
Investment Thesis My investment strategy aims to combine a relatively high Dividend Yield with Dividend…
If companies are going to buy back shares, they should pay a fair price
Receive free Share buybacks updatesWe’ll send you a myFT Daily Digest email rounding up the…
Bank of America’s $106B Hole Isn’t A Problem, Until Fed Say It Is (NYSE:BAC)
The Big Bank Investment Thesis Remains Robust In BAC We previously covered Bank of America…
London ‘stands ready’ to host Commonwealth Games for £500mn
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Mindset Value Wellness Fund Q2 2023 Investor Letter
The Mindset Value Wellness Fund finished the second quarter up 12.7% and is up 25.9%…
UK stocks stage biggest rally since early January after inflation drops
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Top-Tier Income: ONEOK’s Undervalued 6% Yield (NYSE:OKE)
Introduction While I do not own ONEOK, Inc. (NYSE:OKE) personally, it's a holding in a…
Slowdown in US shale patch spreads to oil services industry
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Service Corporation Offers Upside Despite Recent Weakness (NYSE:SCI)
Over the years, I have found myself to be drawn to companies that have a…
Swiss government planned to install Sergio Ermotti as Credit Suisse chair
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Andvari Associates Q2 2023 Letter
Dear Friends, For the first quarter of 2023 Andvari was up 16.7% net of fees…