Interactive Brokers: A Stock Pitch
I have written about Interactive Brokers (NASDAQ:IBKR) before, most notably in Xinja’s Pivot. During the Covid Crash I purchased it on valuation grounds, but I think there are a lot of fundamental merits to, and opportunity in, the business. I recently pitched the stock and I’ve tidied up my notes to publish here: Stockbroking is …
Blue Ocean Strategy: A Review
I am reading Blue Ocean Strategy (Expanded Edition) by W. Chan Kim and Renee Mauborgne. It is solid gold and I wish I’d read it 10 years ago. The thing that surprises me most here is that nothing in here is “new”. Apart from the case studies (which are excellent), I could not put my …
