Raphael Fiorentino
Raphael Fiorentino
23rd February 2019 - 2 min read

Kraft-Heinz: Ketchup With Butterwire

Shock and Awe in the seemingly “safe, boring and high-yielding” world of Western Consumer Staples last week: as the S&P500 gained 0.6%, Kraft-Heinz lost 26.6% of its market value, thanks to a dividend drool followed by a big squirt of asset write-downs...


Raphael Fiorentino
Raphael Fiorentino
23rd November 2018 - 5 min read

Guess who's been outperforming lately? (and what to do next)

Good old "bottom-up" stock-picking may feel unrewarding right now, but it also creates opportunities to hang on to holdings with solid investment thesis and attractive fundamentals, as these will reassert themselves as soon as markets stop oscillating between opposing "top-down" views about where the world economy is headed.


Raphael Fiorentino
Raphael Fiorentino
22nd November 2018 - 2 min read

The FT article that’s all about Butterwire

While the article could have just as well been describing Butterwire’s journey since the global financial crisis, its conclusion does trivialise the issue of Augmented Intelligence as a man vs. machine stand-off and misses the bigger picture aptly captured in two recent McKinsey reports.


Raphael Fiorentino
Raphael Fiorentino
16th October 2018 - 4 min read

Winning by doing almost nothing

Over confidence, over trading, and over reaction to market noise, are unrelenting enemies of successful, long term active investing. Butterwire resolves these by encouraging an unwavering focus on what matters for long term wealth, helping investors find opportunities with less effort, take risk without speculating, stay ahead without over trading, and get an edge without overpaying.


Raphael Fiorentino
Raphael Fiorentino
20th August 2018 - 2 min read

The rise of (near) free trading?

RobinHood, Dabbl, Revolut the rise of (near) free trading... and uninformed investing?

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