Carbon, the planet and Cerno Global Leaders cernocapital.com/carbon-the-pla…

Holding changes within the Global Leaders strategy cernocapital.com/holding-change…

Russia’s invasion of Ukraine – impact on the global investment outlook cernocapital.com/russias-invasi…

The Future of Protein cernocapital.com/the-future-of-…

The Future of Protein cernocapital.com/the-future-of-…

Theta Blockchain lunch on 13th March 2022 cernocapital.com/cerno-capital-…

Cerno Capital supports Outside In Exhibition, ‘Taking Flight’ cernocapital.com/outside-in-tak…

PAM Awards 2022 – Cerno Capital win Investment Performance – High Growth category cernocapital.com/pam-awards-202…

Cerno Capital Investor Updates 2022 – Summary and Q&A cernocapital.com/cerno-capital-…

Nabtesco – Global Automation Enabler cernocapital.com/nabtesco-globa…

Equities during a time of inflation cernocapital.com/equities-durin…

Long range consequences of high energy prices cernocapital.com/long-range-con…

Investment Postcard dated 9th August 2022 – Back to America cernocapital.com/investment-pos…

Cerno Global Leaders Deep Dive – Buffers cernocapital.com/cerno-global-l…

Cerno Capital Book of the Year 2022 – “Chip War” by Chris Miller cernocapital.com/cerno-capital-…

Semiconductors: evolution of the world’s most critical manufactured good cernocapital.com/semiconductors…

OpenAI: next generation of data cernocapital.com/openai-next-ge…

The case for copper cernocapital.com/the-case-for-c…

While investors fret about the merits of #valueinvesting vs. #growthinvesting, the truth is the key driver of share prices over the long term is #earnings. #LVMH is an example of such a business.

Welcome to the age of the incumbents. Industry leading companies are able to access cheaper funding at better prices than disruptive new entrants. We expect them to ride out the current turmoil and consolidate their position. #EssilorLuxottica is a Cerno Global Leaders company.