Free Capital
Free Capital: How 12 Private Investors Made Millions in the Stock Market is a book by Guy Thomas. It was written a few years ago now, but Amazon touted it to me over the weekend…
Was that it?
(Photo by A Syed from FreeImages) Maybe I am getting a bit long in the tooth, but it does seem as if everything is getting faster these days. Between February 19 and March 23 the…
Crumbs From Terry’s Table in the Age of…
Terry Smith is arguably the most successful British fund manager of the last ten years. Although the current bear market may well have more twists and turns to come, so far his straightforward philosophy (buy…
Bob Farrell’s Ten Market Rules to Remember
In a bear market, perspective is key. With that in mind, I have always found Bob Farrell's 10 Market Rules to Remember (by way of David Rosenberg) very useful: Markets tend to return to the…
PZ Cussons: What’s Not to Like?
PZ Cussons is in many respects a mini-Unilever. It owns and manages a range of brands that incorporate personal care, home care, food, and beauty products. Weighing in with a market cap of only £1.5…
BACIT: TD Waterhouse Not Supporting the Cash Dividend
A few months ago I posted about BACIT (Battle Against Cancer Investment Trust) and suggested that I was considering buying shares in it. Well I did buy those shares and so was pleased when they…
Valeant Pharmaceuticals: The Market Wizards’ Choice
These super investors tend to be a cold-blooded lot, but there is one company that does seem to get their pulses racing: Valeant Pharmaceuticals. I have to be honest, I had not even heard of…
JP Morgan: Then and Now
Everybody knows that the market has done well since the shenanigans of 2008, but the stock market is not itself a business--it simply aggregates the valuations of many different businesses. These businesses fire and splutter…
Jesse Livermore: Boy Plunger
I have just finished reading a well-written biography of Jesse Livermore ('Boy Plunger: The Man Who Sold America Short in 1929' by Tom Rubython) and am now more comfortable than ever in my avoidance of…
Portfolio Update: Q2
It was all going nicely this year until those pesky Greeks came along with their anti-austerity ideas and their democratic rights etc... Just kidding, the markets were long overdue a correction and it seems that is…