Windmill Capital covers 5 stories from October: market resurgence, record IPOs, global challenges, corporate resilience and the wild swings in gold & silver and more.
The Tailwind by Windmill Capital Archives - smallcase
Why don't we share company specific reports? Our aim is to shift the conversation from “Which stock?” to “Which strategy?” Read more about our approach here.
Everyone’s hyping AI in investing, but what’s real and what’s smoke? Windmill Capital breaks it down in this article.
How did asset allocation smallcases perform in a year when markets barely moved?
Markets, gold, and quant shifts—catch key global trade moves & our latest portfolio updates in April's letter.
Our latest data shows a surprising twist — many low-growth companies in Q4 are trading at higher valuations than their faster-growing peers, catching the market’s attention.
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