12
Jan
2021

Amateurs

Last weekend we had the 3rd round of the FA Cup, where top professionals compete against amateurs.  In most parts of life, you would expect the professionals to beat the amateurs convincingly. However I came across a blog post by someone called the undercover fund manager, explaining the advantages that amateurs enjoy relative to professionals...
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21
Dec
2020

Labelling warnings

Inspired by the chap at value and opportunity I thought I should increase the frequency of blog posts. I’ve not been blogging on my site much because I’ve writing 2500 words a week for ShareScope / SharePad  on company results. As I’m being paid to write, I’ve been prioritising that. As an aside SharePad is...
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2
Nov
2020

On value and information

My weekly comments are now available outside of the Sharescope paywall here: If you’d like to read the most up to date analysis, you’ll need to subscribe to Sharepad It is an irony in financial services, that frequently the best quality analysis is free.  For instance: Warren Buffett’s shareholder letters Dan McCrum’s analysis of the...
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24
Aug
2020

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 a full time beach volleyball player.  Instead I have taken on a new free lancer role, writing pieces for sharepad.  So it feels like this blog may go quiet for...
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