Category: Comment
I like to be in America – Top 20 US shares for UK/Euro investors (Part 2)
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I like to be in America – Top 20 US shares for UK/Euro investors (Part 1)
The USA accounts for something like a third of total stock market capitalisation - worth more than all of the major European markets put together. ... Read More
What Peter Thiel and Richard Branson have in common
While on holidays in Greece over the past week, I managed to finish reading Zero to One by Peter Thiel. It's an easy read - less ... Read More
Are any good companies buying back their own shares?
Buybacks are a great source of controversy in the investment community - some, like me take a generally positive view, while others tend to be ... Read More
My New Year’s Resolution (with the help of a business visionary)
My New Year's Resolution is to move up the quality spectrum with my investment portfolio. But what does this really mean? I'm going to answer ... Read More
2018 Recap & Overview of My Top 5 Holdings (RRE, BMN, ARCM, INFA, SO4)
In Q4, I penned some thoughts on investing and how I’d successfully lost money on AIM during the course of 2018. Since that time the ... Read More
2018 reflections: inactivity pays dividends
It is the season for reflections and resolutions. My main takeaway from 2018 is that it really does pay to do nothing most of the ... Read More
2018 – My Best Year Ever
2018 has turned out to be my best year ever. As famed billionaire investor and philanthropist Charlie Munger once said “Develop into a lifelong self-learner ... Read More
How to get free stock market data in Excel: an illustrated guide
Until now, getting stock market quotes in Excel has required some combination of technical expertise and specialist financial software. Not any more! I was both ... Read More
Wildly speculative crypto forecasts leave me cold
I admire entrepreneurs and technological pioneers. And I always try to keep an open mind when a new venture is launched - even if it's ... Read More
The Enduring Wisdom of Lindsell Train
An RNS passed by without much comment last week. It contained some gems of wisdom which I believe are worth repeating. The RNS in question ... Read More
Tales from the Balance Sheet (ShareSoc Masterclass)
These are the draft slides for the talk I delivered as part of the ShareSoc Masterclass in London this week. It was a privilege to ... Read More
Options strategies to consider after the latest hedge fund disaster
One of the more remarkable stories to emerge from the US in recent days has been the collapse of optionsellers.com, as it fell victim to ... Read More
CEO Pay – Good, Bad and Ugly Bonus Schemes (Manchester Investor Show)
On Friday, I had the privilege of addressing the Manchester Investor Show (twice!). My first presentation, entitled Hiding in Plain Sight, was a primer on CEO/Director ... Read More
Turning your portfolio into an insurance operator by selling put options
Health warning: options are risky business. They can cause significant losses and blow up your entire portfolio if you get them wrong. In fact, they ... Read More
Domino’s Pizza: An introduction to this high-performing pizza giant
Domino’s Pizza overtook Pizza Hut earlier this year to become the world’s largest pizza seller. The group offers investors a simple store rollout story in ... Read More
Keith Ashworth-Lord & the Buffett way: Part 3: Growth vs Quality
Investors often appear to focus on growth rather than quality. However, any business can create growth. The hard part is to grow a business while ... Read More
Losing money on AIM
As I'm on my way to India for a couple of weeks' holiday, I've found myself looking back on the decisions I've made during 2018. ... Read More
Keith Ashworth-Lord and the Buffett way: Part 2 – Quality Investing
Keith Ashworth-Lord is a quality investor through and through. Quality investors like to do their homework and figure out whether a company is adding value. ... Read More
Keith Ashworth-Lord and the Buffett way: Part 1 – The fund
The fund manager Keith Ashworth-Lord has handsomely beaten the market since since he started his Buffettology fund in March 2011. His investment approach is mapped ... Read More