Valuation of bank stocks
Simon Edelsten, a fund manager at Goshawk Asset Management wrote a thought-provoking piece on investing in banks in this weekend’s… Read More »Valuation of bank stocks
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Rethinking retirement
I read a couple of articles in today’s Financial Times weekend, which got me thinking on the concept of retirement,… Read More »Rethinking retirement
How do supermarkets account for markdowns?
Being a keen accountant, foodie, and bargain hunter, this combination of things has gotten me interested in understanding how food… Read More »How do supermarkets account for markdowns?
Book review – The Lincoln Highway
I just finished Amor Towles’ “The Lincoln Highway” and was blown away by the quality of the story-telling. The book… Read More »Book review – The Lincoln Highway
The attention tax – how much are you going to pay in 2025?
Every time you open a content application such as LinkedIn, Instagram, Facebook, or X, your attention is being diverted into… Read More »The attention tax – how much are you going to pay in 2025?
2024 year in review
I have followed the writings and podcasts of American entrepreneur and investor Tim Ferriss for a few years now, and… Read More »2024 year in review
Exploring Castlelake LP’s investment into Scandinavian Airlines Systems
I just returned from my first trip to a Nordic country this weekend, flying on SAS (nope not the Special… Read More »Exploring Castlelake LP’s investment into Scandinavian Airlines Systems
Aeropress coffee maker as a practical lesson in the inversion principle
One of Charlie Munger’s most well-known philosophies is to invert a problem to find a solution. In other words when… Read More »Aeropress coffee maker as a practical lesson in the inversion principle
Bezos on regret minimization framework
I watched the recent Jeff Bezos documentary on a flight back from Harare to London last week, and one of… Read More »Bezos on regret minimization framework
GREGGS going places – strong growth and cash generation in a tough trading environment
An impressive set of full year 2023 results released by the British food-to-go bakeries and coffee retailer, Greggs PLC (LON:… Read More »GREGGS going places – strong growth and cash generation in a tough trading environment