I'm a big fan of CAPE (cyclically adjusted price earnings) and Tobin's Q as tools for understanding expected future risk and returns from a … [Read more...]
Buying Assets and Financial Strength
Over the past 6 months I've worked on my approach to finding good investments and I think I'm quite happy for now. I started out just … [Read more...]
Ennstone teaches me an important lesson
I think it can be difficult to learn anything without actually living it. So handily Ennstone, my first purchase of a value stock using not … [Read more...]
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