Quality Prevails

This month marked a historic Berkshire Hathaway annual meeting.  It was a celebration of Charlie Munger’s legacy, Berkshire’s record of creating a company with US$897bn of market value and US$578bn…


Making shareholder engagement count

What is the difference between William Tell and outgoing Sika chair Peter Hälg? William Tell represents the myth and reality of Swiss independence. Not too far from here, the famous…

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A tech bubble? We’re not even close

Nvidias’ valuation is “very reasonable” and Alphabet is cheap, according to J. Stern & Co.’s Chris Rossbach. Investor demand for tech companies has skyrocketed in recent years and so have…

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