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Join date: Nov 25, 2020
Posts
Jun 8, 2022
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10 min
Why it pays to read the Account Notes
“As the man once said the harder you work, the luckier you get” - Ted Lasso Warren Buffet was once asked how he became so successful in...
Mar 17, 2022
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16 min
Have you got enough food in your bunker?
The main facts in human life are five: birth, food, sleep, love and death, E M Forster It is one thing to run out of cars and have to...
Dec 12, 2021
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13 min
Not a sequel but an Origin story
A company trading at a discount to book value with tailwinds in key end markets: Is that something you might be interested in? In our...
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Anthony Kavanagh, Portfolio Manager
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