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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An assessment of the Prospect Resources placement offer
Prospect Resources (PSC:AX), an ASX listed mining exploration and development company focused on acquiring and developing assets in the southern… Read More »An assessment of the Prospect Resources placement offer
Rick Rule’s “rules” and principles for negotiating private placements
Several years ago whilst working with an investment group we were offered an opportunity to acquire shares through a private… Read More »Rick Rule’s “rules” and principles for negotiating private placements
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
Demystifying the PEG Ratio
One of the most common valuation ratios in finance is the PE ratio, which is the share price of a… Read More »Demystifying the PEG Ratio
10 factors to consider when investing in buy-to-let property
I travelled up to Manchester and Liverpool last week, to explore some buy-to-let property investment opportunities. Building up a portfolio… Read More »10 factors to consider when investing in buy-to-let property
Innscor 2023 full year results – well steered through a “Complex and Challenging” environment
Highlights In a welcome move, Innscor have changed their functional currency from ZWL to USD, and accordingly released a set… Read More »Innscor 2023 full year results – well steered through a “Complex and Challenging” environment
Fewer losers, or more winners? Using tennis as an analogy to understand risk management and investing
Together with Buffett’s annual letter to shareholders, another investors writing I have really come to enjoy is Howard Mark’s memos,… Read More »Fewer losers, or more winners? Using tennis as an analogy to understand risk management and investing
The rule of 72
The rule of 72 is a useful mental model, apparently created by Albert Einstein, which helps understand growth rates and… Read More »The rule of 72
Lessons from Howard Marks on real estate cycles
Howard Marks writes extensively about cycles in his book “Mastering the Market Cycle”, and I particularly enjoyed the chapter where… Read More »Lessons from Howard Marks on real estate cycles