Interests: Asian Markets, Derivatives, Economics, Emerging Markets, European Markets, International Stocks, Property, Stocks, US Market

Fantasy Fund: Pension Zombies

About Me:

I'm just another amateur investor.

Investment Strategy
I trade... monthly
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk

I invest in what I think are solid and boring businesses, preferably when they are out of fashion. I expect returns to come more from what I exclude than what I include -- the idea being that "index less crap" should outperform the full index. My current holdings are published on my blog.

Cig's Latest Comments

An alternative to the FT model some publishers use is to delay and show the paywalled content openly say 2 weeks after publication. I'd suspect most of the people ready to subscribe would be happy to pay for having timely SVCR while having the old ones online is good for search-based and other random public traffic who can sample the editorial without a login wall.…

Not paying dividends during the development stage of a company, or during a fixable difficult period is sensible and fine. Once a company is mature or fixed, shareholders can claim some dividends, by changing management if need be. The B shares of Silicon Valley companies with full insider control (Google, Facebook, etc) and a commitment from said insiders to recycle profits of the main business…

The NHS could possibly clone the idea internally (a national pool of remote radiologists serving local trusts) without the 50% gross margin...

The ESMA rules are a bit clunky for sure, but how many false positives (retail investors really missing something due to be banned from using very high leverage) do you think there are?

No, the balance sheet is always tiny relative to AUM and hardly relevant to cases involving fraudulent handling of client funds. In non fraudulent cases, the punter is protected well enough.

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