Eurohedge 2013Friday 24 May 2013
I attended the EurohedgeSummit in Paris for the second time and it was again an interesting and thoroughly enjoyable event. Speakers on the equity side with some interesting ideas included Chris Hohn of TCI, David Herzberg of BTG Pactual and Vernon West of Skyline Capital. I also enjoyed Anatole Kaletsky's global perspective and some useful debt insights from people like Loic Fery of Chenavari and Geraud Charpin of Bluebay.
Eurohedge will do a far better job of summarising the content...Posted in Investment
Interesting websitesWednesday 15 May 2013
Have seen some interesting websites recently which I thought worth passing on.......
http://www.ceoemail.com/ lists the emails of Chief Executives of most large UK companies and much more. The creator of the site, Malcolm Williamson, is a thoroughly nice chap and will try to help if he does not have the mail - a useful resource, albeit no guarantee of any response.
http://www.johnsinvestmentchronicle.com/ is a site run by John Rosier, former institutional fund manager and an old...
Coffee with Lord SterlingTuesday 07 May 2013
Had coffee with Jeffrey Sterling, former Chairman of P&O today. Worth listening to someone who saved a company during the '74 crash, and lived through rampant inflation in the 1970s. He reckons interest rates should really be 5% and that inflation will come back. But I sense he does not have high conviction, and this seems to be a notable feature of life post 2008; conviction generally is low, as would be expected given the lack of historical precedent to fall back on. I wonder if...Posted in BTBS Features
Duchenne Children’s TrustSunday 05 May 2013
The Duchenne Children's Trust is a charity which has touched my heart. It's a heartbreaking story of an awful disease. You can do a little to help by visiting this site: https://www.justgiving.com/DCTBracelets. Please help.Posted in BTBS Features