The Investor Summit 2025, held on the 13th August, will remain in my memory as a remarkable day. Not because of anything I did, but because of the extraordinary effort and commitment of Peter Higgins and the Copia Digital team, who made it all possible. More than 300 attendees gathered under a single roof, creating […]
Investor Summit 2025 – A Triumph of Vision and Hard Work Read More »
In a world fixated on speed, volatility, and the illusion of instant returns, the true edge in investing remains unchanged: patience, discipline, and long-term thinking. It’s easy to be swept up in the noise – social media trends, algorithmic trades, and investment fads that vanish as quickly as they rise. But as any seasoned investor
Investor Summit 2025: Why Long-Term Investors Should Be Paying Attention Read More »
A few weeks ago, I was speaking to a newer investor who had listened to an episode of the podcast and had heard me talking about being “down 40, 50, 60%” on an investment. As someone that hadn’t been investing long, this had concerned them, and they wrote in to ask if I could clarify
Earlier this week, a reader contacted me on social media with a question about the repayment of debt compared to paying or maintaining a dividend. Although I initially answered privately, I wanted to take the opportunity to write a longer response which is better suited to an article. “Companies like Vodafone and Halfords which have
The death of my Grandmother has been a moment of deep personal sadness for both myself and my family. I have been deeply touched by the many kind messages of support from friends around the world that have contacted us to share their condolences. The past few weeks have been a period of mourning for
Last week, I was invited to guest star on the Twin Petes Investing Podcast Episode 73, starring alongside my good friend Peter Higgins and acting as a temporary stand-in for the missing Pete “WheelieDealer” due to health problems. The episode was an absolute delight to film, and despite having relatively little warning of the invitation,
Guest Starring on the Twin Petes Investing Podcast! Read More »
A few years ago, I wrote an article about the importance of financial literacy and education. At the time, I listed a number of sources such as podcasts as being key to my own self-directed programme of education. Today, I want to write about one of my favourite sources, both from an enjoyment and education
A few weeks ago, I spoke to a fellow investor about a new company I added to my portfolio which they had already held for a few years with little joy. The share price is down fairly heavily over the last two years from a high of a little over £6 in 2018 to a
Last month a friend kicked off a bit of a storm on Twitter one morning by calling out traders failing to make more than 50% returns a year from spread betting. The thread went on for a good hour or so but it made me start to think about what I consider to be a
Reader Question: What is a good return for an investor? Read More »
During a recent investor event I attended I met a reader of this blog who asked me about protecting against inflation and what options I’m considering. For those of you old enough to remember such things, there was, once upon a time, a thing called inflation; a rate by which prices would increase every year.
I was on a call with a reader talking about what direction global equity markets might go next. Obviously, not possessing a crystal ball, my thoughts were purely speculative but this reader had been a little spooked by the market decline in early 2020 and although they hadn’t sold everything wanted my opinion on what
I was chatting to a reader about share prices and was asked whether I consider a falling share price to be a negative indicator. Surely, if the market is a combination of hundreds of individual investors expressing their opinions then a falling price indicates that more people have found a reason to sell than to
Reader question: Is a falling share price a negative indicator? Read More »
Those of you that used to follow this blog will have noticed that I’ve been somewhat absent over the last few months. It will therefore come as little surprise to hear that I’ve been extraordinarily busy but happily have found some time to sit down and pen another article. When I started this blog in
Earlier this week I was speaking to a friend about his portfolio and some options he was considering taking to reduce volatility. Put simply, he wanted to sell out of a number of positions which were rapidly declining, move into cash and then buy in again at a lower level. When I asked him why,
Reader Question: How often do you sell positions? Read More »
A few days ago it was put to me that investing requires little skill and is essentially no different to gambling. If that’s the case, then why do I bother investing in equities (which takes up quite a lot of my time to research and manage), rather than just buying hundreds of pounds worth of
