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A long time ago I used a discretionary wealth manager, Brooks MacDonald Brooks Macdonald (LON:BRK). Despite giving them a cautious mandate, they put a load of my assets into the IPOs of Squarestone, an AIM listed Brazilian property developer than soon delisted, and Ncondezi Ncondezi Energy (LON:NCCL). Ncondezi Energy (LON:NCCL) promptly lost over 90% of its value, I fired Brooks Macdonald (LON:BRK) and started managing…



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No experience of this but purely by chance was looking at it today to advise the inlaws. So if you have any insights please do share them!

I think BUR have previously said that the downside from any single case wouldn't exceed 3%, so even if there was a loss, it isn't going to be material. And the nature of funding is that all they lose is the funding they have provided: as has been done to death, they don't book upside unless something has happened in the case to justify them…

I'd be wary of ever forecasting Chinese demand. Firstly, all of their figures are frankly unreliable. Secondly, the belt and roads initiative is a huge project and involves building infrastructure globally. That is about leveraging Chinese influence and manufacturing expertise: the Chinese have built more roads, ports, trainlines, power stations etc than anybody else over the last 20 years, and now if you want them…

I think you have to be careful about applying Buffett's philosophy wholesale. While there is a lot to learn from him, BH has always been a business largely focused on American companies and therefore able to take advantage of dollar supremacy, the huge and dynamic American market and Wall Street valuations. I would suggest that for UK based investors, the biggest strategic decision to make…

On the Minervini subject he did win the US Investor of the Year prize 2 years running and it is an open competition where all trades are above board. But he is an outlier. The other issue is that he trades in the US, where markets are much more liquid and spreads tend to be much thinner, particularly in the small cap/high growth area. I…

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