Passports to profit? Trip.com and Asia’s travel boom
The world’s two most populous countries have caught the travel bug.
Heineken: refreshing the parts
Why Heineken? Costs, emerging markets and the excise quirks of zero-alcohol
TSMC – indispensable to the AI revolution?
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The Platinum team look at some high-quality companies growing their businesses in huge markets
Video – Platinum’s Back on the Road
Our investment team is back on the road, meeting with companies and visiting factories, tech hubs...
Video - Psychology Provides the Edge When Navigating Uncharted Waters
Buying travel stocks during the worldwide lockdown was undoubtedly uncomfortable, but often the...
Video - Finding Opportunities Where Others Fear to Tread
Buying a company that sells credit data to banks may seem counterintuitive when fears of a...
Video – Three Lessons from the US Banking Crisis
Adrian Cotiga chats with Henry Polkinghorne about the key drivers behind the US banking crisis...
Video – Finding Value in the Much-Hyped AI Space
Artificial intelligence has certainly captured everyone’s attention of late. While there has been...
Video – Exciting Times for Japanese Equities
The Japanese equity market has rallied strongly in recent weeks, edging ever closer to its 1989...
Video - Markets in Denial About US Recession
The sharpest increase in US interest rates in 40 years, a shrinking money supply and bank failures..
Video – 2023 Investor Presentation
Platinum recently held its 2023 investor presentation: “Thinking differently - what the market has..
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