22
May
Lenin's Brain
The word ‘genius’ gets bandied about a lot. I am a believer in genius, as opposed to exceptional intelligence, but I think it is much rarer an attribute than we think....
15
May
Private Equity Laid Bare - Ludovic Phalippou
“The big private equity funds have proven to be a menace to healthy companies, to workers’ rights… These leveraged buy-outs leave the company saddled with debt and interest payments, its workers are laid off, and its assets are sold. A once profitable and healthy company...
11
May
The weekend starts here....
Buffett; humility and our ability to learn; hungry mice; turning desert sand into farmland; the cost of bad advice; the benefits of doing nothing; it's ok to sin a little; humility (again); how the mighty are fallen; GDPR, and Buffett (again). The best of what...
14:54 /
Behaviour / Clients / Financial planning / Goals / Investment / Philosophy / Risk
/ Read Time: 2 minutes
08
May
“The main thing about money, Bud, is that it makes you do things you don't want to do.”*
Before long, they began to die. The first death occurred on the 12th February and the body was quickly thrown overboard. The second death, of John Wilson, coincided with the last of the biscuits having been eaten. After a short discussion, the...
04
May
The weekend starts here...
Human nature; the value of time; the difference the right financial adviser can make; signal v noise; choose your friends carefully; Planning 101; the cost of waiting and how not to invest like a billionaire. The best of what I read this week...
01
May
Books I read in... April 2018
A wanton seductress; the LIBOR scandal; what makes Pixar tick and a retelling of the story of Cain & Abel. These books are the best of what I read in April...
27
Apr
The weekend starts here...
Fast decision making; the good, bad and ugly of owning stock in the company you work for; living your dream is not always what it's cracked up to be; the importance of being a patient investor; and a long-term one; managing luck; the price of...
24
Apr
I'll tell you what she wants, what she really, really wants
What does a woman want from her financial planner or investment manager? She wants to be listened to and to feel that her views carry equal weight to her partner’s (if she has one). She does not want to be patronised and she...
20
Apr
The weekend starts here
Mount Stupid; the what-ifs; things that are true; people are not wooden blocks; the illusion of stock-picking skill; keeping an open mind; why don't we notice errors; the unstoppable rise of Amazon and how to make good decisions. The best of what I read this...
17
Apr
How to avoid the rocks and the pirates
"Dirty weather,” Admiral Sir Clowdisley Shovell called the fog that had dogged him twelve days at sea. Returning home victorious from Gibraltar after skirmishes with the French Mediterranean forces, Sir Clowdisley could not beat the heavy autumn overcast. ...