QUBE COMMENTARY
With the proliferation of mutual funds in recent decades, this key connection between shareholders and management has been lost. What shareholder ever considers attending an Annual General Meeting (AGM) anymore? Herein lies the potential source of very expensive troubles for investors…
Qube Quarterly (Q3)
22 October 2015
Who Doesn’t Love a Good Scandal? There Are Lessons to be Learned
Qube Quarterly (Q2)
6 July 2015
Pruning For Growth: How Do We Manage the Portfolio to Ensure Long-Term Growth?
Qube Quarterly (Q1)
6 February 2015
Straying From the Flock: Just How Wise Are the Crowds and is it Good to Stray From the Consensus?
QUBE COMMENTARY
It came and went. What seems to have been the most divisive and ugly political campaign in modern history has ended and a new era of American politics and policy has begun.
“Gold is a way of going long on fear, and it has been a pretty good way of going long on fear from time to time. But you really have to hope people become more afraid in a year or two years than they are now. And if they become more afraid you make money, if they become less afraid you lose money, but the gold itself doesn’t produce anything.”
“I believe that today, 2016, is the greatest time to be alive in the history of the world. Further, it is also the greatest time to be an investor.”
With the proliferation of mutual funds in recent decades, this key connection between shareholders and management has been lost. What shareholder ever considers attending an Annual General Meeting (AGM) anymore? Herein lies the potential source of very expensive troubles for investors…
Qube Quarterly (Q3)
22 October 2015
Who Doesn’t Love a Good Scandal? There Are Lessons to be Learned
Stalin wanted it first but failed. Hitler tried in 1934 and was successful. Designed by Ferdinand Porsche, Germany got its car for the masses, the VW Beetle. Russia got the Lada (and nobody cares who designed it).
Qube Quarterly (Q2)
6 July 2015
Pruning For Growth: How Do We Manage the Portfolio to Ensure Long-Term Growth?
What is a company worth? For long-term investors, the answer lies in a company’s past, present, and future.
Qube Quarterly (Q1)
6 February 2015
Straying From the Flock: Just How Wise Are the Crowds and is it Good to Stray From the Consensus?
In the summer of 1906, Dr. Francis Galton attended a country fair in rural England. Galton worried about the future of mankind and believed its destiny hinged on being able to find and promote the most exceptional individuals in society.