30
Aug
2021
Making a market in disputes
I’m interested voluntary disclosure, the information that company management choose to reveal to shape a narrative, not the numbers that they are obliged to report by regulations. I think Burford, the litigation funder is a fascinating case study. First some context on litigation finance to understand what Burford does, then the story it’s trying to... Read More
31
May
2021
The Bees
For the first time since the 1940s Brentford FC have been promoted to play in the Premier League. I’ve been a Brentford supporter since being taken to the games as a 5 year old by my father, and I was even the team mascot one weekend. The club’s former ground Griffin Park, where I watched... Read More
5
Apr
2021
Greek (names) bearing gifts
Like most people, before last weekend, I’d never heard of Bill Hwang or Archegos. The name of his hedge fund that is now making headlines for spectacularly blowing up just doesn’t make much sense to me. Names are not just names, they come with an explanation or a story. For instance David Einhorn’s Greenlight (because... Read More
2
Mar
2021
The lowest risk bank on the LSE
Compared to even 5 years ago, there are some really excellent online resources for UK investors. Of course there is Sharepad (which you can subscribe to through this link here) Another one is Mello Events, where David Stredder asks interesting companies, fund managers and other speakers to talk about investment. The evening finishes with a semi-competitive... Read More