Jonathan Davis This is the fourth of a new monthly feature for subscribers which highlights potential discount opportunities in the investment trust sector. The ideas draw on research from Kepler Intelligence, the investment trust research company, and represents the author's opinions, not ours.

Not a lot to write home about Options trader-turned-author Nassim Taleb has written before about how newspapers should, at least in theory, vary in length each day, writes David Kimberley of Kepler Intelligence. This may sound silly, but there is a logic to it. Some days nothing happens, other days a ...