Here is a good article explaining CAPE. CAPE is basically a way of telling how reasonably priced the whole market is. At the top of a bubble CAPE will be high, and in a slump, low. If this was boiled down to one lesson it would mean to take caution when CAPE is high, be […]
Read MoreWanna buy a tenner for a fiver? SIGNET GLOBAL FIXED INCOME STRATEGIES – SIGG
I bought some SIGG on Friday after seeing a tweet about it. I’m writing this up quick so i’m vague on the details but go look for yourself. They are a closed fund that hasn’t done too well since it started several years ago. The share price has drifted and now stands a whole lot […]
Read MoreGKP purchase
I’ve added to my Gulf Keystone Petroleum position. Price is travelling upwards over the last few day and i dont see that stopping for now. A lot of short positions are open on this company so i think a bit of a short squeeze will mean the price keeps rising. I think a bit of […]
Read MoreProfiting from spin offs oppurtunity ala Joel Greenblatt. ALNT and CKSN
I’ve just finished the chapter in Joel Greenblatts book on Spin-offs and how the canny private investor can profit from them. I did a quick google for ”spin off lse” today and noticed the Cookson group has very recently split into two new companies – Vesuvius and Alent. One is to do with steel, the other ceramics/chemicals […]
Read MoreWho’d have thought beer might prove a ‘less bad’ investment
This made me chuckle, which from below would prove a most profitable investment since a year and a half ago: Delta Airlines AIG insurance company Lehman Brothers Northern Rock Buying and drinking beer Lessons in Investing
Read MoreReview of recent trades
I’ve been busy starting a new job recently so not had time to blog often but I wanted to do a little round up of recent trades as I’ve been quite successful J I bought more PVCS as outlined previously. These have seen a decent little rise but im holding tight as I expect more […]
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