Network margins with growth
I got talking to a friend about Metcalfe’s Law: that the value of a network grows at the square of the number of connected users.... Read More
Those who fear a loss
But those who speak know nothing And find out to their cost Like those who curse their luck in too many places And those who... Read More
Seasonal thoughts on Goodwill
Tis the season of goodwill. As it happens I am reading a book on Goodwill – not the goodwill of everyday usage, but accounting and... Read More
Embracing the unpopular
I am attempting to use machine learning to find i) good companies AND ii) the right time to buy the shares. So rather than analyse... Read More