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Jul 31, 20243 min read
A proper shoot-out
Presently, I’m looking at the Olympic medal tally and can’t help but notice a certain antipodean nation sitting in 4th position behind a...
Jul 16, 20243 min read
Playing the right game
I write today in the calm before the work rampage that is Q2 results. To the untrained eye, this quarterly ritual seems to involve a...
Mar 6, 20244 min read
"Buffett says"
“Buffett says” is no excuse for intellectual laziness. Buffett’s annual letter to shareholders was out a few days ago. As usual it’s...

Mar 6, 20235 min read
Inflation and aeronautics
What’s the difference between a conspiracy theory and truth? These days, about 3 weeks. Some of the things I love about investing are the...
Nov 3, 20228 min read
Activists at the Gate, part 2
Readers, welcome back. Last time , I mentioned Boris Johnson, a somewhat prophetic statement as he nearly became Prime Minister of the UK...
Oct 17, 20226 min read
Activists at the Gate, part 1
Readers, I come to you from Stradbroke Island where I am attempting surf after a three-year hiatus. British readers, I’m not sure why...
Sep 12, 20223 min read
G&T: Guns & Tinned food
(This post is not investment advice - do your own work before taking any position) Love will win in the end. It might be the love between...
Jan 25, 20222 min read
Paths and destinations
Readers, What a year. Again. And already, it would seem. Putin is holidaying on Europe’s doorstep, an area so dangerous he saw fit to...
Dec 9, 20218 min read
Technokings and thunderstorms
As the Technoking once tweeted: “SEC: three word acronym. Second word is “Elon’s” … the SEC didn’t blink. Short side investing In the...
Nov 22, 20214 min read
The Emperor's New Clothes
If you’re at a cocktail party and there’s a naked man wandering about, but no one is paying attention to him, don’t assume they can’t see...
Nov 2, 20214 min read
"Transitory"
The year is 2025. Pints costs £2,000. The trillion dollar coin has just been minted. Anyone suggesting inflation is not transitory is...
Oct 4, 20215 min read
Focus
It's not a competition for the best research, it’s a competition for the best returns. In this post, I’ll look at an important aspect of...
Aug 17, 202118 min read
Address to incoming LBS Masters in Finance class
On the 16th of August, I had the pleasure of delivering an address to the incoming Masters in Finance class at London Business School....
Aug 10, 20211 min read
Unity Software (U US)
This is not investment advice. I've taken a long position in Unity Software - a US software company offering a platform for creating and...
Mar 10, 20215 min read
The perfect pitch
As Henry VIII said to his wives: “I won’t keep you long” I was mentoring some London Business School students last week in the black art...
Jan 28, 20213 min read
Mike Tyson vs Andre the Giant
“If Andre the Giant has his boot on Mike Tyson’s neck, who’s the better boxer?” With all the chatter about Gamestop (not to mention the...

Jan 22, 20213 min read
Technogym
NB: this is a sample of my work, not investment advice. Do your own research before taking a position in any of the securities mentioned...


Jan 19, 20215 min read
Love Affairs and Horse Racing
“There is no such thing a liking a horse to win a race, only an attractive discrepancy between its odds and its price” This phrase...


Jan 4, 20215 min read
Right and Wrong
"If you throw 100 lit matches into a dynamite factory and live to tell the tale, it doesn't mean it was a good idea." I’ve often heard...


Dec 22, 20209 min read
Keeping score at tennis: a look at investment valuation methods
The hardest part of writing an investing blog is starting it. So when I sat down to pen the first Blog post I actually wrote four...
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