Beneath Silver Chef's polish

Not all earnings growth are created equal. In itself, earnings growth can be either accretive or dilutive to value. Achieving earnings growth is actually quite simple once you have a viable business model. As long as your return on capital is greater than…

Investing in Trump

I’ve always been a fan of Peter Thiel. His musings on the ideology of competition (from his book Zero to One) is in my view a must read for anyone interested in business. As the quintessential Silicon Valley elite, his vocal…