"Gold is the only currency
that’s been in circulation for a
thousand years. It chugs along
and does its ‘goldie’ thing."
Alec Cutler, portfolio manager at Orbis
“You can borrow someone else’s stock ideas, but you can’t borrow their conviction. Conviction can only be obtained by trusting your own research over that of others.”
Ian Cassel, founder of MicroCap Investor
“AI will be very good for the human race, but it may not be profitable... it may just be a cost of doing business”
Andy Headley, head of research at Veritas Asset Management
“I would invest in chaos and innovation over state-led any day.”
Ian Beattie, co-CIO at NS Partners
“Every time inflation looks to be tamed, it has the seeds to take off again.”
Shaun le Roux, portfolio manager at PSG