Journal
Chronological entries, notes and observations from ongoing work.
UK Housebuilders: When Patience Becomes Inertia
Volatility: A Portfolio Manager’s Playbook
Ciao Nonno: On Love, Legacy, and the Things That Truly Compound
Investor Summit 2025 – A Triumph of Vision and Hard Work
Investor Summit 2025: Why Long-Term Investors Should Be Paying Attention
Navigating Volatility: Lessons from the Classics
Steady Hands and Seasoned Judgment: Meditations on the Spring Investment Landscape
Time to Let Go: Why I’ve Moved on from S4 Capital and NCC Group
An Investor’s Guide to the UK’s 2024 Budget
Reader question: How to handle losing capital?