My best investments have been buying and holding high-quality companies with durable competitive advantages. My top performers have been Rolls-Royce, Palantir, Alphabet (Google), and Microsoft. Rather than chasing short-term trends, I focused on businesses benefiting from long-term themes such as AI, cloud computing, aerospace recovery, and defence. That long-term approach has produced my strongest returns.
Stock contributed the most:
Rolls-Royce – One of my biggest winners. The turnaround story, improving cash flow, and stronger civil aerospace and defence businesses have delivered exceptional returns. The market continues to watch profitability, cash generation and 2026 guidance closely.
Palantir – A major AI and software winner. Strong government and commercial demand has made it one of the best-performing AI stocks.
Alphabet (Google) – My favourite among the Magnificent Seven because of its AI leadership, Google Cloud growth, and attractive valuation relative to many large-
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