Presently, I’m looking at the Olympic medal tally and can’t help but notice a certain antipodean nation sitting in 4th position behind a...

I write today in the calm before the work rampage that is Q2 results. To the untrained eye, this quarterly ritual seems to involve a...

“Buffett says” is no excuse for intellectual laziness.   Buffett’s annual letter to shareholders was out a few days ago. As usual it’s...

What’s the difference between a conspiracy theory and truth? These days, about 3 weeks. Some of the things I love about investing are the...

Readers, welcome back. Last time , I mentioned Boris Johnson, a somewhat prophetic statement as he nearly became Prime Minister of the UK...

Readers, I come to you from Stradbroke Island where I am attempting surf after a three-year hiatus. British readers, I’m not sure why...

(This post is not investment advice - do your own work before taking any position) Love will win in the end. It might be the love between...

Readers, What a year. Again. And already, it would seem. Putin is holidaying on Europe’s doorstep, an area so dangerous he saw fit to...

As the Technoking once tweeted: “SEC: three word acronym. Second word is “Elon’s” … the SEC didn’t blink. Short side investing In the...

If you’re at a cocktail party and there’s a naked man wandering about, but no one is paying attention to him, don’t assume they can’t see...

The year is 2025. Pints costs £2,000. The trillion dollar coin has just been minted. Anyone suggesting inflation is not transitory is...

It's not a competition for the best research, it’s a competition for the best returns. In this post, I’ll look at an important aspect of...

On the 16th of August, I had the pleasure of delivering an address to the incoming Masters in Finance class at London Business School....

This is not investment advice. I've taken a long position in Unity Software - a US software company offering a platform for creating and...

As Henry VIII said to his wives: “I won’t keep you long” I was mentoring some London Business School students last week in the black art...

“If Andre the Giant has his boot on Mike Tyson’s neck, who’s the better boxer?” With all the chatter about Gamestop (not to mention the...

NB: this is a sample of my work, not investment advice. Do your own research before taking a position in any of the securities mentioned...

“There is no such thing a liking a horse to win a race, only an attractive discrepancy between its odds and its price” This phrase...

"If you throw 100 lit matches into a dynamite factory and live to tell the tale, it doesn't mean it was a good idea." I’ve often heard...

The hardest part of writing an investing blog is starting it. So when I sat down to pen the first Blog post I actually wrote four...