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Travel

Goin’ Back Down South: Clarksdale and Memphis

- September 10, 2014April 18, 2020 - FI comment

Note: I am still on holiday and so not posting about anything financial. I will be back on-topic shortly. Clarksdale--mecca of the blues And so our rented 4x4 finally rolls onto the hallowed ground of Clarksdale. This smallish…

Travel

Goin’ Back Down South: Leland and Rosedale

- September 8, 2014April 18, 2020 - FI comment

Note: This post is the latest in a series of my holiday to the US. Worry not - I will be back on-topic shortly. Leland Leland is home to the Highway 61 Blues Museum. It is…

Travel

Goin’ Back Down South: Vicksburg, Holly Ridge, and…

- September 7, 2014April 18, 2020 - FI comment

Warning: Still on holiday and so still off-topic. Vicksburg Vicksburg has a strong whiff of picture postcard tourism about it. A woman in one of the shops summed this up when, after I said something complimentary,…

Travel

Goin’ Back Down South: McComb and Bentonia

- September 5, 2014April 18, 2020 - FI comment

Warning: I am still off-topic as the holiday continues. McComb - crimes against the blues [caption id="attachment_1586" align="alignleft" width="298"] By: Daniel Hartwig[/caption] After picking up our rented car, we said au revoir to New Orleans…

Travel

Goin’ Back Down South: New Orleans

- September 4, 2014April 18, 2020 - FI comment

Warning: I am temporarily going off topic. Please vacate the building if you do not like: Louisiana Jazz Jambalaya I am going hijack my own blog here (try stopping me) to post an update for friends/family on…

Portfolio Management

Portfolio Update: August

- September 3, 2014May 16, 2020 - FI comment

August was a strong month for the portfolio with a total return of over 4%. I don't need to look to hard to find the main drivers of this, with Berkshire advancing by about 11%…

Football

It’s Only a Game: the Football Talent Fund

- August 31, 2014May 16, 2020 - FI 2 Comments

It seems to be difficult to get involved in football without paying helpers and, yet again, our old friends would seem to be generously remunerated by the new football fund being backed by Terry Venables (former Tottenham manager).…

Valuation

Key Ratios: The Enterprise Multiple (Enterprise Value/EBITDA)

- August 22, 2014May 16, 2020 - FI comment

As any long-suffering readers would know, I sporadically look at the key ratios (there are a lot around) you see most commonly cited in investment articles. Previously, I have investigated Price to Earnings parts 1 and 2, Earnings Yield, and…

Stocks

Diageo: Topping-Up

- August 19, 2014May 16, 2020 - FI 2 Comments

Diageo, by any metrics, is a high quality company that keeps a lot of people happy. With its consistently high return on capital employed (never below 30% in the last five years) and solid dividend record…

General

Pundit Predictions

- August 15, 2014May 16, 2020 - FI comment

Occasionally, when I am away from home, the tv remote control leads me to CNBC or Bloomberg. It is remarkable how they can make something that should really be quite dull--the financial markets-- into great entertainment. It…