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All Posts By
James Spence
Trump tariffs – our initial thoughts
03/04/2025
By
James Spence
Investment Postcard – America, Coast to Coast
13/01/2025
By
James Spence
James Spence’s thoughts on the US Election
06/11/2024
By
James Spence
Themes in the Cerno Global Leaders Portfolio: IP, rich and deep data
16/10/2024
By
James Spence
Cerno Global Leaders: what makes a good company great?
03/10/2024
By
James Spence
Global Leaders portfolio: SONY added and Aptiv divested
07/08/2024
By
James Spence
The Magnificent 7….and then there were 4
08/03/2024
By
James Spence
Charlie Munger 1924-2023
18/01/2024
By
James Spence
Opportunities outside US Mega Cap
01/12/2023
By
James Spence
The Magnificent 7 versus the Rest of the World – Q&A
30/11/2023
By
James Spence
Cerno Capital expands Private Client Business
29/11/2023
By
James Spence
The problem with America…part 2
29/09/2023
By
James Spence
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