Growth

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Blog

05JUL 2019

Why investors should think hard before feeding a ‘unicorn’

We are all for technology and entrepreneurship, here on The Value Perspective, yet we do not believe buying so-called ‘unicorn’ businesses on elevated valuations is, on average, a sustainable way to make money

2017

AUGUST

01AUG 2017

Blog

Why ‘winter is coming’ for overvalued growth stocks

The immediate prospects of any investment are as uncertain as those of a Game of Thrones character but there is no doubt that, as their valuations rise, even stable businesses can become dangerous to own

JULY

07JUL 2017

Blog

Why consumer goods giants will pay Clooney-tunes prices for rivals

Diageo’s $1bn acquisition of George Clooney’s tequila company is not the first big-money purchase of a relative newcomer by a consumer giant – and here is why it is unlikely to be the last