What is it?
Developing investment insights is about looking beyond daily market noise to understand the fundamental forces shaping the economy and financial assets. It's about connecting broad macroeconomic trends, geopolitical shifts, and specific sector developments to a client’s portfolio. The goal is to build a coherent strategy that aligns with their long-term objectives, whether that is capital preservation, wealth generation, or funding a legacy.
Why do I want to do it?
My motivation is straightforward. I have a genuine enthusiasm for learning about companies: how they operate, how they compete, and what drives their value over the long term. Crafting investment insights is the best way to explore this interest while it also builds my knowledge in Finance. Ultimately, I am committed to a career in asset and wealth management because it is the field where I can apply this knowledge to help clients make informed decisions and achieve their financial goals.
NVDIA Corp - The Central Node in the AI Data Center
Date: 08/09/2025
Sector: Semiconductors / AI Infrastructure
Stance: Overweight
Why its interesting: NVIDIA is the dominant supplier of GPUs that power AI training and inference, with a strong software ecosystem and pricing power that make it the top beneficiary of the AI boom.
Updated Nvidia Investment Insight - Why I think NVIDIA is not a great investment from 2026 - 2028.
Blackstone - The World’s Largest Alternatives Asset Manager
Date: 15/09/2025
Sector: Asset Management / Real Estate & Private Equity
Stance: Overweight
Why its interesting: To put it simply, Blackstone is the world’s largest alternative asset manager, which means they're the biggest landlord and owner of private companies on the planet. For anyone interested in asset management, this is the business model you dream of. They get paid enormous, recurring fees for managing hundreds of billions of dollars of other people's money. Because that capital is locked up for years, it's a super stable revenue stream.
Disclaimer: Everything on this page is for informational and entertainment purposes only - none of it is financial advice.
