Trends & Themes
Aston Martin: A Turnaround Running on Borrowed Time
For investors, Aston Martin is becoming a classic example of the difference between a better business and a safer stock. The operating story has improved.…
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Further Analysis & Commentary
US Dollar Safe Haven Status Restored Amid Iran Conflict and Oil Spike
For much of this year, the US dollar looked vulnerable. Expectations of Federal Reserve rate cuts, volatile policymaking from President…
Formula 1 Business Model: Liberty Media Strategy and Melbourne Economic Impact
Formula 1 as a Global Rights Platform The Formula 1 business model has evolved into one of the most scalable…
Volkswagen Self-Driving Cars: Can Europe Win the Robotaxi Race?
Volkswagen wants to become the “European champion” of autonomous driving. That ambition alone tells you something about where the industry…
The VanEck Australian Banks ETF (MVB): The Passive Knight
What is the VanEck Australian Banks ETF? The VanEck Australian Banks ETF (ASX: MVB) is a passive exchange-traded fund that…
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