Jul 28, 2023
Investing in special situations can often present unique opportunities for investors to uncover hidden value. One such opportunity lies in the imminent spin-off of Abacus Group’s self-storage division, Storage King (to be listed as ASK). This strategic move aims... read more
Dec 12, 2022
At the start of year, the Oracle investment team looked to the year ahead and they decided to have a go at predicting the future. The predictions are not supposed to represent our base case scenarios for the year, but instead encourage thoughtful conversations on a... read more
Dec 02, 2022
Market volatility can be a stressful time for any investor. The “line going down” on the value of a portfolio of assets can encourage rash decisions, and these might not be the best steps for the long-term building of wealth. Currently there are a huge range of... read more
Aug 18, 2022
I’ve decided to ignore the noise of the stock market and every second person who believes they are an expert on inflation and interest rates. Instead, I will walk away from a such debate and discuss one of the four “Ps” in our approach to identify and invest in... read more
Aug 09, 2022
The Market rebounded strongly during the month of July with most global share markets in positive territory. Together with the US S&P 500 up 9%, Nasdaq up 12%, the UK FTSE 100 up 3.6%, the Euro STOXX 50 up 7.0%, and the Australian All Ordinaries up 6.9%. The... read more
