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 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…
The (cyber security) Empire strikes back
Remember the Citrini piece of ‘scenario analysis’ that went viral on social media on Sunday 22 February and hammered share prices of global software and…
WELL. WELL
On May 29 we posted a comment on BP – ‘it’s a gusher’ and what you would have seen (and can see if you take…