Video: GM is about to surprise everyone

GM is seen as a dinosaur and roadkill on the technology highway and we just think that’s completely wrong. Adrian Warner sits down with Livewire and shares why he believes the company is massively misunderstood.

Two public stocks with private equity pedigree

Adrian Warner is on the lookout for undervalued franchises but he’s no traditional value investor. He sees opportunity in industries dominated by a monopoly or duopoly, with the added benefit of excellent defensive characteristics. Two examples stand out in very different sectors.

Video: 2 stocks to balance your barbell

As we head in to 2021, investors are beginning to think of how to position their portfolios for the post-COVID recovery. CIO, Adrian Warner believes a ‘barbell’ approach offers protection and the ability to deliver attractive returns and highlights two global stock ideas to provide the barbell effect.

Value investing isn’t dead, it’s just sleeping

Adrian Warner shares his insights on the value versus growth debate. Here, he highlights the importance of looking beyond simplistic measures of backward accounting and to focus on the fundamental drivers of long-term, cash-flow driven value, or intrinsic value.

Could Apple be a casualty in the Trump-WeChat tussle?

On Friday, 6th August, President Trump issued two executive orders banning U.S. transactions[1] from WeChat, the Chinese ‘uber’ app owned by Chinese technology giant, Tencent, and TikTok, the viral streaming app owned by Chinese company, ByteDance. My daughters were much more concerned about the ban on TikTok, and I have first-hand evidence, in my own […]