Mon 2:32pm


Real Name: Si

Occupation: Company Director

Interests: Commodities, Stocks, US Market

Simoan's Latest Comments

Graham,I am always reminded of the "four quadrants" diagram of process vs outcome in Montier's "Little Book of Behavioural Investing". It is perfectly possible to get a good outcome from a bad investment process. If we don't acknowledge the luck in such outcomes then we are fooling ourselves and our investment process will never improve.Paul and yourself have been quite right to point out the…

I'm just curious, but why do we congratulate holders of companies that get taken out at a big premium? IMHO holders of Premier Technical Services (LON:PTSG) should acknowledge they got lucky. This is the approach I have always taken e.g. Avesco, Lavendon et al. This is like your lottery ticket coming in, and for those that bought 12 months ago they have only just got…

The trouble is (I'm replying to mojomogoz and his 7 points negatives against investing in Somero Enterprises Inc (LON:SOM) here) I could make a list of negative points like that about any company you would care to name. I'm not volunteering to do it right now, but name me your biggest holding and I guarantee I could easily come up with a list of negative…

RE: Somero Enterprises Inc (LON:SOM) it's a funny old thing the stock market, isn't it? It looks like the FY19 results are heading for a replay of something like FY17 as reported in March 2018 from the numbers quoted today.  At the time the share price was the same as last nights close but it went up to 400p after the announcement.  Sentiment and the…

What would Taleb consider safe? IIRC from reading his books, you put 80-90% in US Treasury bonds and cash, the rest in wild punts e.g. way out of the money put options. It's a very extreme position and equities don't figure in it at all.I'll stop now as this is very tangential to what most others want to discuss today.All the best, Si

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