Blog

  • Library of Mistakes
    Saturday 22 March 2014

    The brilliant Russell Napier has launched his project, the Library of Mistakes. The idea behind the Library of Mistakes is that conventional economic study is generally focussed on unrealistic assumptions - the motivation of the Library is to allow students, professionals and members of the general public to study financial history to understand how finance has worked, rather than how it should work if key unrealistic assumptions are made. I think it's a really worthwhile, fun and...

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  • Tesla Surprise
    Tuesday 18 February 2014
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    I drove the Tesla Model S last weekend. I was really impressed. OK, I didnt have high expectations going in, but this was not only an impressive car, but it was a mini-revolution both in terms of the car itself and the sales experience.

    I happened upon the showroon in Westfiled of all places, en route to the Lego shop. I had a look at the car, whcih seemed much more impressive sitting shiny in its brand new showroom than when I first saw it sitting alone and unloved at the Frankfurt...

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  • CLSA Conference
    Saturday 05 October 2013
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    I spoke at the CLSA conference in September, 2013 on The Folly of Footy Finance. It's a great conference, probably the best conference in the world for investors and a must-see for any global investor, in my view.

    It was rather nice that there was a small sub-theme of soccer, with Manchester United presenting and an interview with David Beckham, who was a charming speaker, as well as at least two Premier League club owners in attendance. Like Becks, I had a standing room only audience,...

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  • Peugeot 3008
    Sunday 21 July 2013
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    The nice people at Hertz upgraded my rental car. A Peugeot 3008 – are you sure, I asked? Oh yes it’s a good car and it’s automatic, they said. That swung it for me – auto much easier on strange roads in southern Spain with lots of traffic and pedestrians running out etc.

    As soon as I got to the car park, I knew it was a mistake, I mean ugly or what? It looks huge and well, weird, until you get inside when you realise it’s not that spacious, just bulky. The negative impression was...

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  • Independent Insight Launch
    Tuesday 11 June 2013
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    The Sunday Times featured our Independent Insight in an article last Sunday - it's behnd the paywall, unfortunately, but you can find it here. Had some interesting (and not so interesting) feedback.    

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  • Eurohedge 2013
    Friday 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...

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    Posted in Investment

  • Interesting websites
    Wednesday 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...

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  • Coffee with Lord Sterling
    Tuesday 07 May 2013
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    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...

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    Posted in BTBS Features

  • Duchenne Children’s Trust
    Sunday 05 May 2013
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    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.

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    Posted in BTBS Features

  • Ocado Logistics
    Tuesday 30 April 2013
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    Two vans in same street delivering to next door neighbours, pulling up at exactly the same time......

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    Posted in Investment

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