In 2004 we built an Equity investment product – Apollo. On a daily basis it systematically values, analyses and advises on 8000 global companies; providing a unique insight into how stocks, sectors and markets are changing and where opportunities and risks are emerging. Follow those thoughts and idea here at On Balance…
Latest Blog Posts
Weather Report September 2026
The end of the old, the start of the new. Going into the beginning of Q4, we will be flooded by the quarterly update season…
Weather Report August 2026
As September starts, it’s time to look at things from a slightly different position. The connected nature of the world’s Oceans provides a clear parallel…
Weather report July 2026
With July behind us, the second half needs to build on the realities of the first 7 months of the year – not seek to…
Banks. Literally cash machines.
On May 29, we wrote a post on Linkedin – ‘You can Bank on it.’ “We analyse every stock on value, risk, momentum and then…
IBM – You should have got the memo.
Anyone reading these posts will have seen this chart before – The Apollo Margin of Safety chart that gives users a continuous, objective assessment of…
Weather report June 2026
With the arrival of H2 we take a look at the weather report from the end of H1 and at the prospects for the summer…