
A short clip from our Q3 Quarterly Q&A on the opportunities ahead for the Mayar Fund.

A short clip from our Q3 Quarterly Q&A on how global capital is fueling the artificial intelligence race.

A short clip from our Q3 Quarterly Q&A on the shadows of the DotCom winners in the face of the current AI bubble.

A short clip from our Q3 Quarterly Q&A on the upcoming UK budget.

A short clip from our Q3 Quarterly Q&A on Gold equities and why we don’t own gold.

A short clip from our Q3 Quarterly Q&A on the effect of AI development on equity markets as a value investor.

A short clip from our Q3 Quarterly Q&A on what is currently keeping us up at night.

A short clip from our Q3 Quarterly Q&A on picking winners and losers in the AI Race.




A short clip from Mayar Capital’s Q2 2025 Quarterly Q&A.










