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
Quant Winter
According to this recent article in FT just 15% of quant funds beat the US stockmarket index last year. Cliff Asness, head of AQR, which... Read More
Voluntary Disclosure
This is the second of 2 blog posts on PZ Cussons. I thought I might as well publish it before H1 Results are out on... Read More