Journal

Time to Let Go: Why I’ve Moved on from S4 Capital and NCC Group

As an investor, I am constantly assessing whether the companies I own align with my financial objectives and investment principles. Although I consider myself a long-term investor, I will consider letting go of an investment if the business begins to face significant headwinds or persistent operational issues. Today, I’d like to share a little about

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The scandal of PFI

Jeremy Corbyn and his Shadow Chancellor, John McDonnell, made an announcement earlier this week that if Labour wins the next election it will end the scandal of private finance initiative (PFI) contracts which have been responsible for financial woes in a whole host of hospital trusts, schools and other public institutions. Labour’s promise consists of

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Occasional notes on investing, process, behaviour and long-term capital stewardship.

Capital Ledger is written for readers who prefer considered judgement over market noise. The newsletter shares new essays, journal entries and periodic reviews as they are published.

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