Making better decisions
Words of caution from psychologists, but the wisest of all are from a fellow blogger and value investor… “Even the wisest people won’t make good choices when they’re not rested [...]
Colefax joins the Thrifty 30
Thirteen percent is good enough for him, and it’s good enough for me. To summarise: Luxury fabric and wallpaper designer Colefax is a conservatively financed niche business managed in the [...]
Updates: Haynes, Northamber, Metalrax
A clutch of uninspiring announcements from Thrifty 30 members is unlikely to shift my opinion on the companies – either way. Profitable un-indebted Thrifty 30 member Haynes Publishing publishes another [...]
Colefax’s exceptional year
Colefax scores a perfect 9 according the F_Score. It had an exceptionally good year (to 30 April 2011). Exceptional, unfortunately, does not always have positive connotations in investing. NB: This [...]
More grist to the Magic Formula mill
More evidence Greenblatt’s formula works in the UK, and a suggestion to improve it The briefest of recaps: The Magic Formula is a simple quantitative strategy developed by US hedge [...]
Looking behind Colefax’s profitability
On efficiency and leverage Writing about Colefax’s profitability, I wanted to go one stage further and look at where the profitability has come from over the last eleven years, but [...]
A dossier of short-termism
Notes in brief on the human condition that could undermine the economy, or civilisation why not Definitely one for the reading list: Saving Capitalism from Short-Termism by Alfred Rappaport. According [...]
Eleven years of Colefax in charts
This is what a good business looks like Colefax, the company that designs and markets luxury furniture fabrics and wallpaper I introduced earlier this week looks like a good business, [...]
Reacting to market panic
Applauding the honesty of Calum’s monthly portfolio review, but questioning the logic of buying ‘un-value’ In reaction to his crashing portfolio Calum, aka Valuhunteruk, writes: I am a great believer [...]
News in brief: Recovery on track for T30 members
Prices don’t encapsulate all knowledge Judging by the price charts of some Thrifty 30 members it looks like my next review of the portfolio is going to be an uncomfortable [...]
Is Colefax affordable luxury?
How much to pay for quality As I start the process that may lead me to add Colefax to the Thrifty 30 portfolio, I’m thinking about the irony. I looked [...]
One idea, one post
Learning investing should be more like learning tennis Considering my last post before two weeks away from the market invoked memories of The Charge of the Light Brigade, you might [...]
