ServiceNow

Now we have it, the answer to the oft-asked question, “When will the longest-ever bull market in US history end?”

(Nov 25): The Global Portfolio did quite well over the past one week, rising 1.8% and outperforming the MSCI World Net Return Index’s 0.3% gain. US stocks continued to inch higher to fresh record highs. The current investing landscape is positive for st

SINGAPORE (Oct 14): Investors on Wall Street are clearly losing appetite for overhyped loss-making technology companies with uncertain business models and unclear paths to profitability. The disaster surrounding WeWork’s planned and now-aborted IPO is t

(Oct 7): We have made three recent additions to the Global Portfolio. PayPal Holdings and Square are fintech companies while ServiceNow (NOW) is a Software as a Service (SaaS) company.