21
Mar
2014
Beer, moats and markets
Below is a talk I gave about long term trends, and the links that both banking and brewing have with religion. And the idea of economies of scale and defensive “moats” around businesses. Thank you for having me to speak. Today I am going to talk about long term “economic moats” around beer companies. And... Read More
3
Dec
2013
9.32am London, Banks consider changing status to avoid regulatory burden
The numerous financial scandals of recent years has seen a backlash from law-makers seeking to increase the amount of regulation faced by financial groups. Now many of those banks are revisiting what they do and why they do it. Though broker dealers in 2008 switched to become bank holding companies, some are now considering another... Read More