Bad management, bonuses and buyouts
How they’re profiteering, and how to spot it The total earnings of FTSE 350 directors has grown 130% over 10 years. So, presumably have the earnings the companies they run? [...]
Mea culpa: Earnings yield
Self doubt and recrimination The last thing you want to do if you write a blog is frustrate readers but I think the way I’ve been bandying around a statistic [...]
More signs of recovery in T30
But the gloomy economic outlook means managements are not taking anything for granted T30 member Alumasc’s results confirm modest recovery story. Headlines report more focus, lower pension obligations Having sold [...]
Targeting Latchways
Nifty and thrifty, what could go wrong? Latchways, which manufactures fall protection equipment for people working at heights, is the third niftiest and sixth thriftiest company in my screens. The [...]
August etched in market valuation
Do you see the drop off in the green line? It marks the events of August, and implies, according to my admittedly rough and ready guide to the value of [...]
Learning from Buffett and Burry
New (to me) insights from Warren Buffett and Michael Burry and those of us who would learn from them Warren Buffett got rich investing other people’s money and taking 50% [...]
Time management for value investors
So many companies, so little time Tomorrow, it’s the second anniversary of the Thrifty 30. I added the first shares on an easy date to remember: 9/9/2009. My, hasn’t it [...]
Market mayhem: winners and losers
For some investors August was an opportunity, others kept their heads down and big name fund managers watched their reputations crumble. When the market started to crash in August one [...]
Get your good companies at cheap prices here
Thrifty 30 members Colefax, Castings and Haynes Publishing grace the tables It’s reassuring to see seasoned Thrifty 30 members Castings and Haynes Publishing gracing the Thrifty and Nifty screens this [...]
Where are all the bargains?
Screening for ultimate bargains, is like catching Angel Fish in the River Thames There are only three candidates in my ultimate bargain screen this month, none of which look particularly [...]
T30 update: The aftermath of August
Nothing Everything Nothing has changed Is it over? When I went on holiday it felt like I was fleeing a hurricane. Returning, I pretended nothing had changed. Now the dreaded [...]
Halfords is pick of Nifty Thrifty screen
Days of crisis The first and second working days of the month are days of crisis for me, regardless of the state of the market. I spend them opening and [...]
