I have added some further comments to some of the news that I summarised in the weekly podcast. Look out for my review of the year to date. It will be appearing shortly, for subscribers only.
MidWynd International The board of MidWynd International (MWY) surprised some market participants by announcing that, following the impending retirement of managers Simon Edelsten and Alex Illingworth later this year, they are taking the management contract away from Artemis and awarding it instead to Lazard Asset Management’s global quality growth team - this despite Artemis having earlier said that...
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Stuart's profile of 3i duly appeared this week and his next subject will be will be looking at Literacy Capital (ticker: BOOK), an interesting vehicle with a positive social purpose. In this week's notes I continue to look at what other investors I follow are saying and doing, while I ponder where we go from here and how best to navigate the coming months.
Liquidity is key One of the things that I have learned over the years is that there is more than one way to analyse the markets and where they may be heading. My own approach combines historical experience, a lot of charts and repeated c...
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