Nicholas Sleep coined the “scale economics shared” model to identify Costco’s long-term advantages. He later found it had even strong applications to internet retailers, betting big on an “overpriced” Amazon in 2007. In today’s digitally accelerated world his observations are finally being reflected among mainstream investors.

Read our analysis of UnitedHealth Group's Optum business which is a capital-light, technology-enabled health services business leveraging distinctive capabilities in data and analytics, pharmacy care services, population health, health care delivery and operations.

As we learn that COVID-19 eradication may not be a near-term possibility for most nations, governments are faced with a major dilemma. Should large-scale government support for those who need it be continued? Or should public deficits and associated borrowings be limited to some designated level?

The unforeseen pandemic caused the stock market sell-off prompting the US Federal Reserve to pump financial markets with liquidity for the next three months. Resultantly the stock market bounced back. As the Fed’s role in financial markets has moderated recently, what does this imply for the share market investors?

Spotify is the world’s largest digital music and podcast streamlining platform. The company estimates that it has more than five times the amount of music data than its nearest competitor.

The vast majority of losses come from picking the wrong business, not picking the wrong valuation on the right business." In the long-term, allowing the world’s best businesses to continue compounding your wealth has proven to be a most effective strategy.

Just how much do the world’s central banking powers own of their government’s stock of financial obligations is astounding. When the central bank steps in to buy the risk-free asset in an economy, private investors trade their holdings for cash which then must be redeployed, and it finds its way into risk assets.