Your own role in investments...
The demand-side of investment is also the part of investing where emotions are analyzed. Emotions and business cycles are important investment themes. Because of a change of market sentiments, the investment opportunities may change. So objective analysis is therefore only one part of the investment decisions.
During the last nearly twenty years, we have read hundreds of annual reports of companies and understand the differences between companies on a cultural level but also financial wise...
- our focus is on understanding your role in the investment process
- company analysis and second opinions
- economics for investors. Not every investor needs an economics degree, but there is so much noise in the financial market that sometimes it is beneficial to ask an opinion of an experienced investor with an economics background, that can explore themes like inflation, interest rates and uncertainty in general.