Numbers can only tell you so much

Numbers can only tell you so much

‘A good decision is based on knowledge and not on numbers’ – Plato A few days ago, a friend of mine making their way in the investment industry, asked for some advice about a job opportunity, where a company picking their investments via mathematical methods,...
Two exits, five adds and a caffeine high!

Two exits, five adds and a caffeine high!

‘Widespread caffeine use explains a lot about the twentieth century’ – Greg Egan Back to school this week and so time for a little portfolio cleaning…which is the hardest part of investment management by far.  The reason for this is quite clear: because...
Thinking time

Thinking time

‘Thinking: the talking of the soul with itself’ – Plato Last week we referred to three T’s: Turkey, Tesla and turmoil.  Few of the issues around these three factors have gone away, but I would expect these three T’s collectively to make far fewer headlines over...
The three Ts: Turkey, Tesla… and turmoil

The three Ts: Turkey, Tesla… and turmoil

‘The best thinking has been done in solitude. The worst has been done in turmoil’ – Thomas A. Edison Mention of ‘Turkey’ in the summer is typically centred around a summer holiday or some unseasonal longing for a Christmas meal.  In the last week or so, however,...