The Moats that Fintech Companies Must Cross
Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of...
405 Views
60 Days After Brexit - Currency Impact Tables For International Property Investors
We have updated our currency impact tables 'post-Brexit' for USD, EUR, JPY, AUD, GBP and CNY. We make a simple assumption that a property investor...
295 Views
Our Ultimate Stock-Pickers Top 10 New-Money Purchases
Our early read on the buying and selling activity of our top managers during the second quarter uncovered a few nuggets. New-money purchases were...
273 Views
Event Risks, Catalysts and Volatility in Latter 2016
The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...
259 Views
10 Years' Anniversary of the Collapse of Hedge Fund Amaranth - Reminiscences of a Stock Operator
“Speculation is a hard and trying business, and a speculator must be on the job all the time or he'll soon have no job to be on.” - Reminiscences...
729 Views