Investing from the eye of the storm

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Sunday, 5 August 2018

Has Flybe's investment thesis been grounded by cost increases?

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Over the past few years I’ve been a Flybe bull. I believed that the company has a sustainable competitive advantage in that it is often th...
3 comments:
Monday, 22 May 2017

A Tale of Two Companies

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“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” Benjamin Graham You may think th...
Saturday, 22 April 2017

Know Your Competitive Advantage

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It’s a feature of a competitive market that over the long term a company without competitive advantage will not earn a return above its eco...
Monday, 30 January 2017

My Investment Mistakes 2016

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I’m a bit late to the party but have finally had the time to do a review of 2016. Although 2016 was a better year than 2015 in absolute ret...
Thursday, 8 September 2016

Flybe – A dog is a value investor’s best friend?

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I think there is one thing we can all agree on – no one has much love for Flybe (FLYB.L). Even after a recent small bounce it has lost al...
6 comments:
Wednesday, 2 March 2016

The Big Short

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I recently caught the film in the cinema. I’d read the book a few years ago but none the less the film was both entertaining and thought pr...
Thursday, 24 December 2015

My Investment Mistakes of 2015

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One of the reasons I love investing is that it is not just a battle against other intelligent, knowledgeable and committed people but a bat...
3 comments:
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dangercapital
I am A UK-based long-short value investor.
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