'tis the season
A happy Christmas, or simple good wishes, to everyone who reads and comments on this blog, and especially those investors who've inspired, helped, and criticised me, including'
- Anthony, a fellow sufferer
- Calum, who is showing me the risks in house builders
- David, as I look back over the last year, I'm thinking of you
- Geoff, sharpest and most itinerant of investment bloggers
- Graeme, an old sparring partner who returns from time to time to remind me how hard it is to beat the market
- John Kingham, who looks at many of the companies I do with a slightly different perspective
- John McElligott, an analyst with a keen eye on retailers
- John Mulligan, for trying to turn me into an activist
- Keith, who shook me out of complacency about executive pay
- Lewis, who gave me the holding ratio
- Mark, who questions everything, and keeps me honest
- Mike, for providing these sound words of advice, and these
- Monevator, supplier of this excellent quote and many interesting observations
- Paul, who shares my interest in Northamber
- Philip, who showed me what a cigar butt really looks like
- Professor Professorson, a source of both wit, and wisdom
- Nate, who also embraces the full spectrum of value, and unlike me ranges all over the globe looking for it
- Steve, who taught me how to account for operating leases
- Tim, a fellow traveller.
- Trident, a collector of companies with special qualities
I hope to hear from you all in the New Year.
All the best,
Richard.