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?
Getting Personal in Consumer Staples
The two great growth drivers of consumer staples sales, product premiumisation and increasing...
Video – Batteries Enabling the Energy Transition
The world is embarking on a massive change in the way we produce and consume energy, requiring...
Video - Power Semiconductors Powering Our Lives
A key part of Platinum’s investment process is to look for areas of change that are...
Video - Riding the Energy Capex Wave
Following an eight-year recession in capital spending and extensive cost-cutting, the oil and gas...
Fast and Not so Fast Food
US “fast-casual” restaurants Wingstop and Shake Shack have delivered very different operating...
Audio – 30 June 2022 Quarterly Report
An audio recording capturing the highlights of Platinum@s June 2022 Quarterly Report is now availabl...
A Postcard from NYC: Pets, Pools and Price Increases
The shift in work and home dynamics since the onset of the pandemic has been a boon for consumer...
The Paradox of Cycles
Central to the perpetuation of stock market cycles are emotions: excitement, hope, avarice...
Quarterly Report for the Platinum Trust Funds
The June quarterly report for the Platinum Trust Funds can be accessed here...
Macro Overview: A 'Garden Variety' Correction or Much More?
It’s been another challenging quarter for markets. Co-CIO and portfolio manager Clay Smolinski sat..
Video – Defensive Stocks Not So Defensive After All?
US consumer stocks have taken a hit this year. Rate rises, geopolitical issues, withdrawal of...
Video – Turmoil Provides Catalyst for Significant Investment in Europe
It is no surprise that investor sentiment has turned negative on Europe. In the short term, there...
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