Same balancesheet, different stories
The key to all story telling is to give your audience what they want, but not the way they expect…Robert McKee I like stories. They... Read More
My friend used to run Glencore
After writing this blog post on the Glencore IPO, a friend got in touch. Let’s just call her “Mel in IT” because she used to program... Read More
The Art of Heroic Unpopularity
Enough of writing about baggers that I missed out on. This one I bought at 180p September 2015. 18 months later (March 2017) it is... Read More
Shipbroking and bunkering
After my last blog post, about owning shares in ports (Oceans Wilsons) and shipbroking (Braemar) a friend * set me a puzzle. Why had Clarkson... Read More