Value Trapped
I’ve gone into podcasting, with Mark Simpson of Excellent Investing fame. We decided to call the podcast ‘Value Trapped’ as a pun. A ‘Value Trap’... Read More
Food capitalism
Many years ago, while skiing in Chamonix I met a dreadlock haired, weed smoking snowboarder. He was somewhat paranoid and full of conspiracy theories, suspicious... Read More
Money stays the same
I haven’t post much on this blog this year. That’s partly because I have been writing financial analysis to showcase the features and benefits of... Read More
Making a market in disputes
I’m interested voluntary disclosure, the information that company management choose to reveal to shape a narrative, not the numbers that they are obliged to report... Read More