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Podcast
Behind The Balance Sheet
Quarterly Report
Q1 2022 - Quarterly Report Commentary
Hosking Post
Tandem
At Length, or How Long is the Cycle?
The Death of the Brand
Django Davidson explores the impact of the digital revolution on 'Big Brand Inc'
Active Ownership Report
Q1 2022 - ESG and Active Ownership Report
Q1 2022 - Hosking Partners Commentary
Why the current value rotation will enjoy a long runway
What shall we do with the drunken sailor?
An exploration of the shipping industry
New World Order
Events don't change trends, they accelerate them
Taking on the 'blob'
A case study in active engagement
The End of the Beginning or the Beginning of the End?
A blow off in Big Tech valuations?
