Why global? More choice and cheaper pizza (NAB trade)
Investing in the best long term founders (NAB trade)
Great businesses where customers do the work (Cuffelinks)
Facebook’s problem became a great opportunity (Cuffelinks)
Unusual trends give investing tailwinds (Cuffelinks)
Past performance is not indicative of future returns. Returns have been calculated net of fees. Decisive manages separately managed accounts so returns may differ slightly.