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
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
Thoughts on ports
One explanation for populist politics is that globalisation has created more losers than winners. Most people have not benefited, but the few that have done well,... Read More