Q3 2021 Investment Commentary
In this stage of our economic recovery, our attention turns to how the pandemic has affected supply chains globally, and what impact this is having on our markets worldwide.
In this stage of our economic recovery, our attention turns to how the pandemic has affected supply chains globally, and what impact this is having on our markets worldwide.
In the first commentary of the year, we discuss key developments that will be influencing the markets around the globe in 2021.
We discuss some reasons why we believe the luxury goods sector is, and will continue to be, important for investors, despite impacts of COVID-19 or the U.S. election.
Investors rarely discuss the difficulty in selling a stock. We discuss our journey with Home Capital Group.
Kraft announced a merger with H.J. Heinz Co., which is owned by 3G Capital and Berkshire Hathaway. This new company, called Kraft Heinz Co., is the fifth-largest food and beverage company. As a result of this development, Kraft’s stock price went up by over 30%.