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Written by Max & John Osbon

Weekly Articles by Osbon Capital Management:

Five Books to Add To Your List This Holiday Season

Books That Are Against All Odds

Dec 16, 2020 - John Osbon ( 5 mins to read)

Elon Musk, Phil Knight, General McChrystal, Bill Browder and the Royal Family have excellent lessons to share on overcoming adversity. When you read about General McChrystal’s experience, you can see that we live in an increasingly complex world where adaptability has become more valuable than efficiency. Here are five engaging books for your holiday reading list covering the theme of progress ...

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International Market Opportunities

Rising stars in all corners of the globe

Dec 9, 2020 - Max Osbon ( 6 mins to read)

As the post-Covid digital world continues to find its footing, many of the same growth themes have emerged in nearly every major country. Access to cloud computing, remote talent pools and expanded internet coverage have continued to level the playing field for global entrepreneurs. Here are some of the major trends to consider when investing internationally. Revenue growth Revenue growth...

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The Tailwinds Behind Semiconductors

Building blocks of the information age

Dec 2, 2020 - Max Osbon ( 6 mins to read)

If a pandemic like COVID occurred 10 years ago, we would have had significantly more challenges adapting to suitable work from home conditions. Advances in global digital capabilities have allowed the modern world to continue to function at an exceptional level during a complete social shutdown. At the center of all of this digital capability and connectivity is semiconductor technology. Here i...

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A Very Happy Thanksgiving To You

Nov 25, 2020 - John Osbon ( 2 mins to read)

In this age of abundance and challenge, the communal practice of giving thanks is something to be grateful for in and of itself. Taking the time to give thanks is an opportunity for a perspective reset. It allows us to step beyond whatever challenge-du-jour we have faced and step into a place of empathy and connection. Words that come to mind this Thanksgiving are gratitude, richness, simplicity, friendship, family, and charity. This year is not without its trials and sorrow,…

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An Update On Vaccines 

Return to Normal in 2022

Nov 18, 2020 - John Osbon ( 5 mins to read)

The first case of COVID was Nov 17th 2019, exactly one year ago. Moderna announced a 94.5% effective vaccine this week. Pfizer’s vaccine is 95% effective and ready for emergency use approval by the FDA in one month. We can expect more effective vaccines from Regeneron, Johnson & Johnson, Sanofi and Roche which are nearing new stock price highs this week. Small and large companies are working to...

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An Update On The Role Of Bitcoin

Digital Currency Evolution

Nov 11, 2020 - Max Osbon ( 7 mins to read)

Digital currency acceptance among the general population has made great strides since we last wrote about it in 2017. Many have predicted that governments will adopt digital currencies as a better way to track and influence currency supplies. This government adoption is happening in China as we speak. It will likely happen in the US in the not too distant future. It’s often difficult to get a b...

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Investment Trends That Supersede Politics

The bigger picture and the forces that will continue

Nov 4, 2020 - Max Osbon ( 5 mins to read)

While we are all focused on election changes, let’s take a moment here to step back and check in on some of the long term trends. An election date is a punctuation mark in time, and there is always broader context that one can look to for insight. Here are some thoughts on the big picture and other major recent events. Engines of economic growth As a reminder, while political turmoil persis...

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A Short Comment on the Bull Case

Looking Forward to Better

Oct 28, 2020 - John Osbon ( 5 mins to read)

We have been stuck in a range-bound territory for broader market indices since the beginning of September. The election is imminent and the virus activity in many parts of the world is returning. The lack of the stimulus plan and potential monopoly regulation adds to anxiety, understandably so. Despite all of this, we see a positive road ahead for investors who take the longer view. Here is why...

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The Burden of Regulation

Wrong if you do, wrong if you don’t

Oct 21, 2020 - Max Osbon ( 6 mins to read)

We’re at a crossroads for large technology monopolies and their platform business models. If we regulate them and slow their growth, they could stall and lose out on new opportunities. If we don’t regulate them, they could increasingly grow more dominant while crowding out new entrants and resting on their laurels. Competition is what keeps companies fit, lean and hungry. The regulators do not ...

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