Jonathan Davis
I am taking a two week holiday from this weekend so there will be no notebook or Q and A for the next fortnight, although the weekly podcast, news update and Stuart Watson's fund profiles will continue as normal. This week's content includes the recording of the Gervais Williams Q and A that I mentioned last week, a short market update video and these notes. When I return there will be more regular portfolio updates (I have some changes in mind) and also some thoughts on stock screening.
August is the quietest month?
There is no good time to take a break from market watching b...
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