INVESTING LETTERS News & Analysis

The Nomad Partnership letters are often put up there alongside those written by Warren Buffett. Here were my three big takeaways.

This week’s Investing Compass episode looks at the biggest holdings of top performing super funds and what our analysts think of them.

Why companies that are immune to the ravages of capitalism are so valuable, and two hallmarks that can alert you to their presence.

Joseph discussed the outlook for gold prices and office REITs with our analysts, sought bear market lessons from Warren Buffett, and more.

When it comes to stocks, are you an owner or a renter?

Why do some companies grow exponentially in value and others do not? Understanding the difference between two types of moat can help.

Anthony Bolton delivered incredible long-term returns for investors in the Fidelity Special Situations Fund. What can we learn from his approach?

David Dreman sought to beat the market by going against the crowd. The mechanisms behind that could explain Nvidia's recent fall.

Joseph launched a new weekly column for investors and mused on everything from real estate shares to hot stock picks in the media. 

This week's episode is our Christmas episode, including a stock pick and book recommendations.