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All Posts By
James Spence
Cerno Global Leaders: what makes a good company great?
03/10/2024
By
James Spence
Global Leaders portfolio: SONY added and Aptiv divested
07/08/2024
By
James Spence
The Magnificent 7….and then there were 4
08/03/2024
By
James Spence
Charlie Munger 1924-2023
18/01/2024
By
James Spence
Opportunities outside US Mega Cap
01/12/2023
By
James Spence
The Magnificent 7 versus the Rest of the World – Q&A
30/11/2023
By
James Spence
Cerno Capital expands Private Client Business
29/11/2023
By
James Spence
The problem with America…part 2
29/09/2023
By
James Spence
The problem with America…part 1
15/09/2023
By
James Spence
Why we don’t invest in banks
10/04/2023
By
James Spence
Cerno Capital Book of the Year 2022 – “Chip War” by Chris Miller
30/11/2022
By
James Spence
Investment Postcard dated 9th August 2022 – Back to America
09/08/2022
By
James Spence
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