13D Research & Strategy (@WhatILearnedTW) header
13D Research & Strategy (@WhatILearnedTW) profile picture

Knowledge is a competitive advantage. We want to share it.

Joined September 2015
Photo by 13D Research & Strategy (@WhatILearnedTW)Photo by 13D Research & Strategy (@WhatILearnedTW)Photo by 13D Research & Strategy (@WhatILearnedTW)Photo by 13D Research & Strategy (@WhatILearnedTW)Photo by 13D Research & Strategy (@WhatILearnedTW)Photo by 13D Research & Strategy (@WhatILearnedTW)Photo by 13D Research & Strategy (@WhatILearnedTW)Photo by 13D Research & Strategy (@WhatILearnedTW)Photo by 13D Research & Strategy (@WhatILearnedTW)Photo by 13D Research & Strategy (@WhatILearnedTW)
In our view, there is no 13D theme less well understood and more undervalued than critical minerals. Our Director of Critical Minerals Research, Lachlan Nieboer, outlines why we firmly believe this sector is at the dawn of a once-in-a-lifetime investment supercycle. To learn more on this theme, book a demonstration of our research portal: client.13d.com/promo/cx/X261…
4
953
13D Research & Strategy retweeted
Critical minerals are becoming increasingly vital to national security and global supply chains. Our Director of Critical Minerals Research, Lachlan Nieboer, explains why this undervalued sector could be entering a once-in-a-lifetime investment supercycle. To learn more on this theme, book a demonstration of our research portal: client.13d.com/promo/cx/X261…
5
17
2,726
Next week Gina Mukherjee, our Global Head of Revenue and Client Relations and Lachlan Nieboer, our Director of Critical Minerals will be meeting with some of our valued clients and friends to discuss why we firmly believe that Critical Minerals are in the dawn of a once-in-a-lifetime investment supercycle. If you’d like to learn more about the trip, please reach out here: client.13d.com/promo/cx/X261… South Africa sits on the some of the richest mineral deposits on Earth. Learn more in our 90 second video: 13d.com/highlights-media/cx/…
1
7
37,467
Critical minerals are becoming increasingly vital to national security and global supply chains. Our Director of Critical Minerals Research, Lachlan Nieboer, explains why this undervalued sector could be entering a once-in-a-lifetime investment supercycle. To learn more on this theme, book a demonstration of our research portal: client.13d.com/promo/cx/X261…
5
17
2,726
Clip taken from our recent video, Quantum technology: the next major frontier, in which Senior Managing Director Woodley B. Preucil, CFA and Managing Director Anurag Bansal explore the significance of this emerging sector and where the greatest opportunities could arise as quantum technology moves from scientific discovery towards real-world adoption. Request access to the full video here: client.13d.com/promo/cx/X261… @WPreucil @boundlessanurag
2
11
157,013
13D Research & Strategy retweeted
We were delighted to participate in the recent Governor’s Workforce Development Summit in the U.S. Virgin Islands, where 13D’s Tamra James joined two panel discussions exploring economic growth, workforce development and the future of healthcare. During a discussion moderated by Governor Bryan, Tamra highlighted the importance of translating global partnerships and economic opportunities into tangible benefits for Virgin Islanders and local businesses. In a second panel focused on healthcare career advancement, she explored the implications of global demographic shifts, growing demand for home-based care and the importance of developing hybrid skills across healthcare, technology and data. Across both discussions, Tamra emphasized the need to prepare the next generation for the structural changes and opportunities shaping the global economy over the coming decade. 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗧𝗮𝗺𝗿𝗮 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗿𝗲𝘀𝘁 𝗼𝗳 𝗼𝘂𝗿 𝘁𝗲𝗮𝗺: 13d.com/meet-the-experts/cx/…
1
4
1,813
We were delighted to participate in the recent Governor’s Workforce Development Summit in the U.S. Virgin Islands, where 13D’s Tamra James joined two panel discussions exploring economic growth, workforce development and the future of healthcare. During a discussion moderated by Governor Bryan, Tamra highlighted the importance of translating global partnerships and economic opportunities into tangible benefits for Virgin Islanders and local businesses. In a second panel focused on healthcare career advancement, she explored the implications of global demographic shifts, growing demand for home-based care and the importance of developing hybrid skills across healthcare, technology and data. Across both discussions, Tamra emphasized the need to prepare the next generation for the structural changes and opportunities shaping the global economy over the coming decade. 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗧𝗮𝗺𝗿𝗮 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗿𝗲𝘀𝘁 𝗼𝗳 𝗼𝘂𝗿 𝘁𝗲𝗮𝗺: 13d.com/meet-the-experts/cx/…
1
4
1,813
13D Research & Strategy retweeted
Clip taken from our October 22 webinar. For a detailed walkthrough of the 13D Food Security Index or to request the full webinar replay, inquire here: client.13d.com/promo/cx/X261… @WPreucil @StephenLeahy
2
8
2,218
13D Research & Strategy retweeted
A huge thank you to everyone who joined us at our roundtables in Singapore and Hong Kong over the past week. Led by Managing Director Cyrus Afkhami, the discussions explored the geopolitical and macroeconomic forces reshaping the global investment landscape, providing a valuable opportunity to exchange perspectives and insights with our clients. We greatly appreciate everyone who took the time to join us and contribute to these engaging discussions. This week, we will be visiting clients in Taipei (November 3) and Beijing and Shanghai (November 4-6). If you are interested in meeting with us during our visit, please register your interest here: client.13d.com/promo/cx/X261…
1
7
2,729
13D Research & Strategy retweeted
For decades, we have maintained that gold is the best barometer of inflation and deflation. As usual, the market is leading the Fed, not the reverse. Given the fact that the two-year Treasury yield has fallen for five weeks in a row, we may be close to a major reversal in precious metals. 13D clients see the WATMTU of November 1. Learn more about our research: 13d.com/cx/X261102HUI
5
2
58
146,892
A huge thank you to everyone who joined us at our roundtables in Singapore and Hong Kong over the past week. Led by Managing Director Cyrus Afkhami, the discussions explored the geopolitical and macroeconomic forces reshaping the global investment landscape, providing a valuable opportunity to exchange perspectives and insights with our clients. We greatly appreciate everyone who took the time to join us and contribute to these engaging discussions. This week, we will be visiting clients in Taipei (November 3) and Beijing and Shanghai (November 4-6). If you are interested in meeting with us during our visit, please register your interest here: client.13d.com/promo/cx/X261…
1
7
2,729
For decades, we have maintained that gold is the best barometer of inflation and deflation. As usual, the market is leading the Fed, not the reverse. Given the fact that the two-year Treasury yield has fallen for five weeks in a row, we may be close to a major reversal in precious metals. 13D clients see the WATMTU of November 1. Learn more about our research: 13d.com/cx/X261102HUI
5
2
58
146,892
Clip taken from our October 22 webinar. For a detailed walkthrough of the 13D Food Security Index or to request the full webinar replay, inquire here: client.13d.com/promo/cx/X261… @WPreucil @StephenLeahy
2
8
2,218
13D Research & Strategy retweeted
Next week, our Founder and Chairman, Kiril Sokoloff, will be in interviewed by Russell Napier at an in-person event hosted by the Library of Mistakes in Edinburgh on Wednesday, October 28. Drawing on more than 45 years of identifying major turning points in global markets, Kiril will reflect on the role of history in understanding financial markets, the indicators behind his most contrarian investment calls, and the conviction required to challenge consensus thinking. This promises to be a fascinating discussion! 𝗢𝗻𝗹𝘆 𝗮 𝗳𝗲𝘄 𝘁𝗶𝗰𝗸𝗲𝘁𝘀 𝗿𝗲𝗺𝗮𝗶𝗻. Secure your place here: eventbrite.co.uk/e/kiril-sok… 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆, 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟴 | 𝟲:𝟯𝟬–𝟳:𝟯𝟬 𝗽𝗺 | 𝗘𝗱𝗶𝗻𝗯𝘂𝗿𝗴𝗵
2
23
4,769
We are very much looking forward to meeting with some of our valued clients and friends next week to discuss The Great Bifurcation—how the U.S.–China rivalry is splitting the global economy, chokepoint by chokepoint. If you would like to arrange a meeting during our visit, please contact your relationship manager or enquire here: client.13d.com/promo/cx/X261… Our schedule Sweden Stockholm - Monday, 2 November 2026 With Woodley B. Preucil, CFA, Senior Managing Director​ and Gina Mukherjee, Global Head of Client Relations. Switzerland Zug - Tuesday, 3 November 2026 Zurich - Wednesday, 4 November 2026 Geneva - Thursday, 5 November 2026 With Woodley B. Preucil, CFA, Senior Managing Director​ and Martin Chapman, Director, Relationship Management. @WPreucil
1
5
1,611
Clip taken from our October 22 webinar: What are the investment implications of the coming “Godzilla of El Niños”? Request access to the full webinar replay: client.13d.com/promo/cx/X261… @WPreucil @StephenLeahy
3
1,769
Next week, our Founder and Chairman, Kiril Sokoloff, will be in interviewed by Russell Napier at an in-person event hosted by the Library of Mistakes in Edinburgh on Wednesday, October 28. Drawing on more than 45 years of identifying major turning points in global markets, Kiril will reflect on the role of history in understanding financial markets, the indicators behind his most contrarian investment calls, and the conviction required to challenge consensus thinking. This promises to be a fascinating discussion! 𝗢𝗻𝗹𝘆 𝗮 𝗳𝗲𝘄 𝘁𝗶𝗰𝗸𝗲𝘁𝘀 𝗿𝗲𝗺𝗮𝗶𝗻. Secure your place here: eventbrite.co.uk/e/kiril-sok… 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆, 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟴 | 𝟲:𝟯𝟬–𝟳:𝟯𝟬 𝗽𝗺 | 𝗘𝗱𝗶𝗻𝗯𝘂𝗿𝗴𝗵
2
23
4,769
13D Research & Strategy retweeted
13D will be visiting Cape Town and Johannesburg this November, if you’d like to connect while we are there, please reach out to your relationship manager or inquire via this link: client.13d.com/promo/cx/X261…
2
8
98,629
13D Research & Strategy retweeted
The investing playbook has changed. 13D Managing Director Cyrus Afkhami, together with members of the 13D Asia team, will be visiting Singapore, Hong Kong, Taipei, Beijing, and Shanghai to meet with clients and discuss the geopolitical and macroeconomic forces reshaping the global investment landscape. If you would like to meet with Cyrus during his visit, please contact your relationship manager or enquire here: client.13d.com/promo/cx/X261… Our schedule: October 26-28: Singapore October 29-30, November 2: Hong Kong November 3: Taipei November 4-6: Beijing and Shanghai
1
9
2,223