News & Media

The broad market indices are providing ever increasing concentration and valuation risk

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 […]

COVID-19 has heightened the short-term focus of markets, creating opportunities to buy high-quality companies at discounts, which we call Undervalued Franchises. An Undervalued Franchise is a high-quality company with a deep and enduring competitive moat and a long runway of growth that is not being fully appreciated, and thus, not fully valued by the market. […]

In this episode of The Zurich Project Podcast, Adrian Warner discusses how Avenir Capital applies private equity principles to investing in the public market and Avenir’s five investment models (sign up required).

Recently in Barron’s, Christine Jurzenski shares her outlook for Vail Resorts, the world’s largest ski resort operator.

In this interview with Ticker Newsroom, Adrian Warner shares his insights into when is the right time to invest.

Recently in Barron’s, Christine Jurzenski comments on Live Nation Entertainment (ticker: LYV) and their positioning during the COVID-19 pandemic.

Adrian Warner comments on the COVID-19 pandemic and economic risks in 2020.

Avenir shares why they are increasing exposure to the Chinese consumer via TravelSky.

US carmaker General Motors has been singled out as a stock worth investing in despite being one of the most unloved companies in the world. (subscription required)