Donald Pond

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…

I think this is different: the directors here are each selling around 3% of their current holding, so it is not as if they are no longer exposed to the company's fortunes. I had been watching EVR for weeks and was annoyed at missing out: this gave me an opportunity to get in below the price that institutions were buying for, so I did, at…

Those look like stellar results from Water Intelligence (LON:WATR). I picked up a few this morning but there aren't many around. A typical example of a share that has been sold down without regard to the underlying business.

I saw he was long on CRON at some point last week and I jumped on that for a quick few points before it hit my stop. Rauol Pal is very good, enjoyed watching his piece with McCullough, particularly the story about the trader who went long Eurobonds and left the office for 8 months, only returning to double his bet, and then retired with…

That's helpful to know JC. I've looked at your youtube channel and it is very useful indeed, and I would really recommend people check it out. I've only recently started investing in the US and IG are adequate for what I need, but I think the LSE and the MMs need to be very careful that they don't end up driving investors away through expensive…

Great post that sums up my thinking. I am huge fans of Hedgeye and Dalio, though know less about Wycoff so something to look into there. It is worth saying that Hedgeye called the top of the market very well last Autumn but missed the recent pullback. That is not to criticise them, just to make the obvious point that it makes an even better…