Tue 1:07pm


Occupation: Other

Interests: Geopolitics

Investment Strategy
Diversification is ... a hedge for ignorance

I use a mixture of dart throwing and technical analysis to identify undervalued stocks, and mesmerism to increase their prices. I had unmatched success with this combination, from march to september 2009.

Snickers's Latest Blogs

Here are some graphs: they show a bunch of companies placed according to the automatically generated Earnings-Power (vertical-axis) and Graham valuations (horizontal) from this site. EPV is supposed to consider the firm as it stands today, Graham as the firm it will grow into. AIUI. Overvalued is top left, Undervalued bottom right. No particular rationale for the choices of firms: some are people's picks for…

Volex (LON:VLX) are an electrical cables manufacturer. At the start of the year they were pleased to be a supplier to Apple: '..Significant progress in developing our relationship with our biggest customer, resulting in increased allocations. ..we have made further substantial and largely unbudgeted investments in both capital and operating expenditure in Q1 FY2013. ..1,000 net new production staff during the quarter, more than a…

Snickers's Latest Comments

Snoozebox's latest development is the Snoozy, which looks more like a tent than a hotel. I'm not sure how much of a defensible moat tents have. As a business. Maybe there's a good franchise business in there, based on the excellent design and branding, but without the heavy metal?

It's a bit anticlimactic, after all the lexical flourishes, to end the piece with the hackneyed phrases "you need to be in it to win it” and "The trend is your friend". But i do very much like the idea of there being a lot of gold connoisseurs out there, discussing the aesthetics of the marks stamped into their bars. (tat's literary criticism there, not…

About the difference between finance and other domains of knowledge: finance is constantly altering its own reality. Innovations and reform of institutions change the environment the institutions are trying to control. Of the other domains you (Paul) mention maybe only Medicine can also do this: antibiotics are changing the nature of bacteria, and we'll see a crash if they fail. I took a history of…

I wonder if there's a gap in the market for a broker with dealing restrictions.. Minimum holding period, no dealing if there's a B in the month, 1 week delay in placing your order, discounts for infrequent traders. Higher fees to compensate them for saving you from yourself. I can't think why this hasn't been done already.

Paypoint are having a bit of a spat with newsagents, who are tied to longish contracts for renting the payment terminals, but failing to get the expected extra spend from the bill payers, amongst other complaints. Otoh the twitter site @paypointpayfair has only 41 followers..

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  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
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