Google: Value Hiding in Plain Sight?

In its simplest form, I view Google as the “gateway” to the internet. The company’s core search tool is one of the most relied upon utilities in the world, processing 3.5bn searches per day. It’s creation has truly revolutionised the way human beings access information and has made us incredibly more efficient. In addition to […]

The Allure of Apple

Long AAPL @ $110 – Market expectations are far too brearish. Apple currently offers a 10+% FCF yield – which has historically represented a good entry point. After adjusting for net cash, Apple trades at just 10x 2015 earnings, providing an exceptional opportunity for a new money investment. Quality at a bargain price Apple’s track record of […]