Jeux sans frontiers
I’ve been meaning to publish something on Games Workshop since it has become my largest position. According to Bloomberg the shares are up 1000% in... Read More
Same, Same, but different
Even before Warren Buffett gave up on showing long term book value progression in his Annual Shareholders letter, others were noticing that price / book... Read More
Then it fell apart
“I’ve seen so much in so many places So many heartaches, so many faces” – Moby Extreme Ways Inspired by Marc Rubinstein, who I used... Read More
Technology and zero sum games
Music Festivals. The World Cup. Beach volleyball. Bike rides. Beer gardens. I’ve been taking time to enjoy the summer. Not spending much time in front... Read More