Month: May 2021

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 …