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Just caught up and watched the webinar on you tube. Thanks Ed for getting the video up so promptly. Always irritating to miss stuff and great to be able to catch up and know what has been going on. All very interesting and thought provoking, particularly seeing the relevance of the quality and momentum indicators as well. Well done!

Hi JakNife All good points but: - the euro is a failure, in the words of Buffett. "It doesn't appear to work.." If the UK was in the euro, leaving would be a lot more difficult. - Schengen is a failure, it simply cannot work in it's current form. - the European Parliament has failed it's poorest countries, Greece in particular. If the USA treated…

Hi Paul, agree with your analysis re HOME, but other sunday newspapers were keen to point out that a deal would have to be at at least 200 p per share. There are people at SBRY who know HOME and Argos in particular inside out, so they know if it will work or not. I can't see them calling it a day at the first…

Great article and a nice carry on from Naps 2015! By getting a circa 40 percent return in Yr 1 has huge implications, as you could now get much lower returns in future years and still manage a great average rate of return. I think the challenge will come on how to rebalance the portfolio, when, how... Ed, you have commented before that your personal…



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