Articles tagged as "Apple"
Orbis Global Balanced: The quiet compounders
Successfully identifying businesses with enduring competitive advantages requires a disciplined, valuation-driven approach. While many consumer businesses fa...
Do fundamentals still matter?
There is an increasingly wide disconnect between the economic reality on the ground and the valuations reflected in some asset classes globally, begging the...
Are you comfortable swimming against the tide?
Allan Gray and our offshore partner, Orbis, describe our shared investment approach as “contrarian”. “Contrarian” is usually defined as “opposing or rejectin...
