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Fegger's Latest Blogs

I attach the video of the event . http://www.lse.ac.uk/GranthamInstitute/event/public-lecture-investors-need-know-technology-climate-change-race-lives/ Jeremy Grantham is an English economist who became a legendary fund manager in the States . He is best known for steering his funds successfully through several crises such as the internet stocks bubble and the Japan slowdown. He successfully identified stock market 'bubbles' and kept his clients money clear of the resultant crashes. He has…



Fegger's Latest Comments

It is like the restaurant sector. There is massive overcapacity in the clothing market especially with the ability to buy online around the world. For example MoneySavingExpert now rightly advises to buy direct from China on AliExpress Ebay and similar sites and lots of us are doing that. For many items you can achieve large savings and it is reliable. Again like the restaurant sector…

Graham would be interested to hear you view on FORT Forterra. Issued a trading update yesterday with what appeared to me a profits warning . Due to a specific incident of a supply problem to a kiln. Very costly error and have decided to rebuild it with several weeks of production affected. They dont say why they had the interruption to supply . Will it…

They are trying to save @Patisserie Holdings. Placing and loans from Luke Johnson: https://uk.advfn.com/stock-market/london/CAKE/share-news/Patisserie-Holdings-PLC-Trading-update-and-propose/78454184?xref=newsalert Better news than expected. Have to wait and see if works

Sosandar is too early stage for me. I do have some additional doubts. I do wonder about the strategy of relying on celebrity endorsement. It has been amazing and very cash efficient to get all this free advertising. You could also argue that the business is making better returns than it should because of free advertising. This could surely be supplanted by another business with…


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