Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Zytronic plc (ZYT.L)
Sept. 5, 2024, 6:37 a.m.
FDM Group Holdings Plc: High dividend, and ROCE, interesting business model, cheap
April 5, 2024, 6:56 a.m.
Focusrite (TUNE.L): Low(ish) cost provider with wide gross margins, high return on capital and high growth
May 5, 2023, 6:43 a.m.
Knights Group Holdings plc (KGH.L): Law practice roll-up
March 16, 2023, 8:23 a.m.
The 600 Group plc (SIXH): Laser focused?
Jan. 19, 2023, 8:21 a.m.
Thinking through Forterra (FORT): Looking at the big picture of a business
Dec. 16, 2022, 10:09 a.m.
The five minute filter: Warren Buffett claims he can make a decision about a company in 5 minutes, how?
Dec. 8, 2022, 4:20 p.m.
Some useful code: How to get data for a list of companies easily
Nov. 24, 2022, 1:08 p.m.
Somero Enterprises Inc (SOM.L): Market leader with near monopoly in a niche industry
Nov. 15, 2022, 9:25 a.m.
Return on Capital Employed: How to think about return on capital
Nov. 7, 2022, 10:54 a.m.
The ideal company to invest in: What happens if a company grows net income without growing the capital employed?
Oct. 31, 2022, 9:36 a.m.
Looking for opportunities in UK REITs: There are some significant discounts in the UK REITs
Oct. 17, 2022, 9:37 a.m.
Coming soon: This is Value Investing Blog, a newsletter about Making money slowly using the value investing approach.
Oct. 13, 2022, 10:04 a.m.