It’s been a while since my last quarterly report, and in fact I was late recording the data for this one – but what’s a 99 day quarter between friends. The 10foot portfolio is down 4% since inception at 30 March 2017. This compares to its main comparison index, the XNT, which is up 5% …
I was recently flattered to receive an email asking if I had a reading list that would help somebody who wanted to learn about investing. I thought that I would tidy my emailed response up further and publish it for the benefit of all. With the caveat that I am not a professional investor and …
Following on from my recent post I have some further thoughts on Despegar (NYSE:DESP). The IPO The company was clearly IPO’d at precisely the right time. 53% holder Tiger Global sold four million shares at $26 in an IPO that I think was clearly overpriced. It may have been an interesting short for somebody that did …