Cluster One
Last year I was playing around with Euclidean Distance, https://brucepackard.com/wood-from-the-trees/ taking a sample of companies from 5 years ago, and seeing if the best performing... Read More
Jeux sans frontiers
I’ve been meaning to publish something on Games Workshop since it has become my largest position. According to Bloomberg the shares are up 1000% in... Read More
Same, Same, but different
Even before Warren Buffett gave up on showing long term book value progression in his Annual Shareholders letter, others were noticing that price / book... Read More
Everyone’s a winner
Drinks with an outsourcing analyst last month we were laughing about how, for her sector, it was 2008. It’s not fun to be an analyst... Read More