5
Apr
2018

Wood from the Trees

So large technology companies look at what we reveal about ourselves and use it for their gain?  I’m trying the opposite, looking at what companies reveal about themselves…and trying to use it for my own gain.  Analysing the text of company financial statements, maybe there are patterns and relationships, not obvious at first glance –...
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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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