Outlook for equities
Are valuations sensible?
Nvidia
ASML
Meta/Facebook
Salesforce
Amazon
Alphabet
Diageo
LVMH, Nestle & long term investing
Roche & healthcare
Tax benefits of fund investing
Walt Disney & consumer resilience
Importance of management
Raytheon, defence & commercial aerospace
Otis Worldwide
Which sectors to avoid
How to invest in the World Stars fund.