National Express: A deep-dive analysis

National Express: A deep-dive analysis

The investment thesis here is simple: competent management leveraging operational team excellence, while adding value through corporate activities (think branding, tech stack and contract wins). The upside is a downtrodden share price providing a favourable entry point to a leading participant in the sector.

Apple: To the stars?

Apple: To the stars?

Apple continues to broaden its appeal via a strong services based lineup through 2019. This is on the back of a strong balance sheet and favourable growth prospects over the next decade delivering meaningful value to shareholders.