Author: J. Stern & Co

  • Opportunity knocks beyond the Magnificent Seven

    Opportunity knocks beyond the Magnificent Seven

    The ‘great rotation’ in stock markets since the US Fed started raising rates at the end of 2021 has favoured many great technology companies. However, the rotation has left behind many other companies that have high quality and offer great upside as well.   We have invested in several great technology companies, including Amazon, Alphabet,…

  • AI: why investors should look beyond the technology sector

    AI: why investors should look beyond the technology sector

    Artificial intelligence (AI) is transforming the way in which we do business and live our lives.