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- Baillie Gifford & Scottish Mortgage
- The Investor’s Dilemma
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- S&P 500 – Quality Rules
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- ETF Fund Hunting – August 2022
- L&G Global 100 Index Trust – Multinationals
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- What is quality investing?
- War, wealth, and inflation
- Smithson (SSON): Interim results first look
- The case for global funds
- Blue Whale Growth Fund – First thoughts
- Portfolio balance – Key Principles
- Investor’s Edge – Satellite Driven Returns
- S&P 500 – Stock Stalwarts
- S&P 500 – Top Ten from Uncle Sam
- S&P 500 Min Volatility ETF – First Thoughts
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- Market drivers – Valuation, earnings, inflation & rates
- Hotel Franchisors: InterContinental Hotels
- Capital Preservation Trusts – CGT, RICA & PNL
- Mello Nov 2019: Why US markets outperform
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