Labelling warnings
Inspired by the chap at value and opportunity I thought I should increase the frequency of blog posts. I’ve not been blogging on my site... Read More
Remorseless
While every short seller is still celebrating the demise of Wirecard, I thought it might be worth writing about another financial institution that is in... Read More
Recurring revenue and moats
A friend on twitter, Andrew who runs https://www.fundhunter.co/ asked an interesting question: is recurring revenue a “moat” in itself? That is, do all companies that... Read More