Greg Abel’s first Berkshire Hathaway Shareholder Letter
Summary of the 2025 Berkshire Hathaway annual shareholder letter.
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Investing
British Poundland: Bargains Galore or a Value Trap?
Is the UK a global bargain or a value trap? I reflect on Britain’s economic prospects – from ageing infrastructure and pension burdens to cheap labour and undervalued assets. With a major legal ruling looming, investors face a defining moment.
Why Do Tech Companies Often Trade at High P/E Multiples?
It’s not just hype, it’s accounting. Many tech companies appear expensive when judged by traditional valuation metrics like the price-to-earnings… Read More »Why Do Tech Companies Often Trade at High P/E Multiples?
Playbook for navigating a stock market crash
As the stock market crash intensifies following US President Trump’s tariffs, it is time to pause, reflect, assess and finally… Read More »Playbook for navigating a stock market crash
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
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