Scottie Scheffler and the ‘happy amateur’ investor
What can investors learn from the distinction between amateur and professional sport?
From cheap trinkets to the DeepSeek moment
DeepSeek is another symbol of Asia’s capacity for change. But what does it mean for investors?
Market and coronavirus update – 12 March 2020
The current situation is dynamic; markets are responding to a reduction in economic activity brought...
Update re coronavirus
With the coronavirus concerns increasing, this update provides further context for Platinum’s...
Audio – 31 December 2019 Quarterly Report
Here is an audio recording of the highlights of Platinum’s December 2019 Quarterly Report...
Update re coronavirus
With the coronavirus 2019-nCoV dominating news headlines and various travel and health warnings...
Macro Overview - December 2019
Interest rates – a tailwind or headwind for equities in 2020? In our September quarterly update...
In Conversation with Platinum’s Founder, Kerr Neilson
Kerr Neilson chats with Douglas Isles on a wide range of topics - the relevancy of behavioural...
Food Delivery: Delivering Growth, but can they Deliver Profits?
Over the past few years, you may have found yourself ordering takeaway food from an app on your...
Disruption and Survival in the Consumer Market
The rapid adoption of new technologies is transforming consumer behaviour. Jamie Halse, portfolio...
Market Update - 12 December 2019
There is a strong consensus today that is critical to the positioning of all financial markets...
Audio - 30 September 2019 Quarterly Report
Here is an audio recording of the highlights of Platinum’s September 2019 Quarterly Report...
Macro Overview - September 2019
Markets already priced for recession on trade and political uncertainty...
Video - Pencils, Balloons and BMWs – What’s it all About?
Julian McCormack, Investment Specialist at Platinum provides an entertaining analogy of the...
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