Stockumentaries

Professional investors can watch the latest published thought leadership and market updates from the Argonaut Investment Team.

“The Energy Transition”

“The Energy Transition”

20 Nov 2024

Moneyweek Lecture – Barry Norris, Argonaut Capital

Britain’s A Goner With The Wind

Britain’s A Goner With The Wind

26 Oct 2023

Britain has bet everything on wind, mostly offshore wind, to decarbonise the grid by 2035 and reach “Net Zero” by 2050.

The Investment Free Lunch

The Investment Free Lunch

13 Jun 2023

It is often said that “diversification is the only free lunch in investing” where unusually we get something for nothing. But how do we achieve proper diversification and exactly what is the investor getting that is free?

What Have Fossil Fuels Ever Done For Us?

What Have Fossil Fuels Ever Done For Us?

25 Oct 2022

Behold! Stockumentary III Part 1. Just as the Romans were much maligned in Judea, we have forgotten the positive contributions of fossil fuels to our modern civilisation. We present an economic history of hydrocarbons.

Behold! “Investin’ in the Free World”: a “Stockumentary” on Argonaut Investment Principles

Behold! “Investin’ in the Free World”: a “Stockumentary” on Argonaut Investment Principles

07 Sep 2022

A new Argonaut Stockumentary focusing on our investment principles, formed in over two decades of investing, where what has worked in markets has been subject to change.

Argonaut 1970s Redux Stockumentary

Argonaut 1970s Redux Stockumentary

12 May 2022

But what were the 1970’s really like for investors? And what lessons can we learn for investing today? Argonaut presents an original “Stockumentary” on “The 1970’s Redux”.