Watering the weeds
During a recent Zoom meeting with a team of highly-regarded industry experts, I was asked about our approach to “top slicing” – the practice of selling down part of your ...
Watching over the herd
Have you ever found yourself standing in a field surrounded by cows? I learned that it is a situation made more stressful when accompanied by two children and a partner ...
Bubble, bubble, toil and trouble
There continued to be a buoyant mood in markets in Q4 – helped by the positive clinical results, and subsequent approval, of several vaccines for COVID-19. This was despite many ...
Fill my stocking with a duplex and cheques
As 2020 draws to a close I find myself looking back and reflecting. Despite being a year unlike any other in living memory, “Santa Baby” looks likely to deliver many ...
This time it’s different?
‘The four most expensive words in the English language are: ‘This time it’s different.’’ Sir John Templeton. Amid another lockdown here in the UK, we must all look for new ...
Where can I find a shoeshine boy?
It was the winter of 1928 when JFK’s father, Joe Kennedy, was said to have received a stock tip from a shoeshine boy – “Buy Hindenburg”. The story goes that ...
Growth Windows or Value Ploughs?
Much ink has been spilled on the relative merits of “growth” verses “value” stocks. As there are around 90,000 public companies classifying them into one of two groups is, by ...
Root Fires
The economic shutdown that we are living through is without precedent in modern history. The US unemployment rate has moved in a matter of weeks to 15.7%, the highest it ...
