Commoditising community: The We Company Juggernaut

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By Wadzi Katsidzira and Chiedza Chikoto The headlines WeCompany…

H1 2019 - Shareholder Letter

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05 July 2019 Dear Shareholders and Friends, One Transaction…

Chewy.com And The Rise Of “Pet Humanization”

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By Trevor Muchedzi, CFA “ The era of pet parenting Millennials…

Happy one year anniversary: Four things I have learnt

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By Trevor Muchedzi, CFA Today marks one year since I launched…

The great siege: Vegans gunning for the US$1.4 trillion global beef market

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By Trevor Muchedzi, CFA You have to agree, that burger…

The case for global investing

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By Trevor Muchedzi, CFA Many investors and their financial…

Intangible assets: The quiet revolution that is redefining investment landscape

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By Trevor Muchedzi Summary An increasing number of companies…

Part 1 of 5: Global payments industry: Expansive growth, targeted opportunities

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Executive summary Global payments revenue pool grew 11%…

Trevor’s Portfolio: Confessions of a battered investor

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Executive summary October 2018 was a blood bath for global…