17
Dec
2017

Seasonal thoughts on Goodwill

Tis the season of goodwill.  As it happens I am reading a book on Goodwill – not the goodwill of everyday usage, but accounting and economic Goodwill.  Capitalism without Capital by Jonathan Haskel  ,‎ Stian Westlake   I have found Goodwill fascinating ever since I read Buffett’s 1983 essay on Goodwill and balance sheet accounting.  It’s a little bit of...
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29
Nov
2017

Embracing the unpopular

I am attempting to use machine learning to find i) good companies AND ii) the right time to buy the shares. So rather than analyse lots of different companies’ statements, trying to identify characteristics in the text, I focused on one company. A good company is not always a good investment: Solid States share price...
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