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2nd quarter report 2023
Maximum drawdown and the great tech growth cycle into which Pilane Capital is invested
1st quarter report 2023
Why 24% of the portfolio is in just one stock plus an incentive to deploy more cash
4th quarter report 2022
Stoic self-reflection and a turning point in discretionary long-only investing
3rd quarter report 2022
The story behind Pilane Capital's performance in a year that has seen the S&P 500 decline by 22%
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DJ Thomas
Big tech results and why you shouldn't care about the Fitch downgrade
Apple and Amazon reported this week plus the July numbers are in for the NASDAQ 100 and the S&P 500. Hint: they're looking good.
July 2023
The pitfalls of index funds, Alphabet's meteoric rise, and Pilane Capital's deal flow
The London start-up scene has led to the beginning of investor interest in Pilane Capital. Surely it's plain sailing from here.
Second quarter results, hedge fund start ups, and raising in London
Results are in for the second quarter and they're not too shabby. Plus London's thriving start-up scene.
June 2023
The truth about defensive stocks from Warren Buffett and Benjamin Graham
Defensive value investing: is Alphabet a good bet? The Bauhaus art movement, and Buffett backs Japan. Again.
How to achieve optimal portfolio management
A quarterly investment performance update, Apple's menacing position in the portfolio, and why recession talk might kill your future returns
A special offer, thematic value investing and a fight: value v growth
Five things from the world of behavioural finance merged with global large-cap thematic value investing
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DJ Thomas
May 2023
NVIDIA the great, king of the AI semiconductors
Hey Accumulators, Here’s what I’d like to share this week: NVIDIA the Great has crowned itself king of the AI semiconductors, here’s a look at how AI…
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DJ Thomas
Debt default? I'm still investing
Lawmakers are actually providing an opportunity to get in
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DJ Thomas
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