A new role
At the moment I have several projects I’m working on all at the same time. Don’t worry, I haven’t decided to turn pro and become... Read More
Remorseless
While every short seller is still celebrating the demise of Wirecard, I thought it might be worth writing about another financial institution that is in... Read More
A quick thought on Wirecard
On 18th June Wirecard announced: Wirecard AG’s auditor Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft, Munich, informed Wirecard AG that no sufficient audit evidence could be obtained... Read More
Recurring revenue and moats
A friend on twitter, Andrew who runs https://www.fundhunter.co/ asked an interesting question: is recurring revenue a “moat” in itself? That is, do all companies that... Read More