Search results for: “disco”
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The British discount + more things
The British discount A number of things have happened that made me think about the idea of the British discount. A fund manager came out and said that UK equities were cheap compared to their counterparts listed on other stock markets and would likely remain so for a long time. There are a number of…
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Conglomerate discount
Conglomerate discount wasn’t a concept that I was that familiar with. Conglomerates had gone out of style in the west during the 1960s to the 1990s. Western conglomerates Classic conglomerate examples would be Spivs and financiers bought in and broke them up into their constituent parts. Or a new CEO would do it themselves to…
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Rediscovering Quora + more
Probably the biggest thing that happened was me rediscovering Quora the question-and-answer network. I replied to a question ‘What are the major reasons behind Yahoo’s drastic downfall?‘ and then republished it as a blog post with a few more bits and bobs. Traffic blew up on the post when Dave Farber published a link to…
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Presidential election beliefs
Why presidential election beliefs as a topic? The US presidential election happened and Democrats are looking at analysing the fallout. While it is easy to blame the qualities of the candidates, I wanted to take a look at the presidential election beliefs that underpinned the campaign. The reason why I am publishing a while after…
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Cocaine Cowboys + more things
Cocaine Cowboys Cocaine Cowboys by Nicola Tallant tells the story of the Kinahan organisation. The Kinahan organisation is a group that wholesales and retails illegal drugs in association with other organised crime groups. Tellant explains how deprivation, geography and economic growth fuelled drug trafficking and abuse in Ireland. Isolated council estates and economic hardship drove…
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Southport + more things
Southport At the time, when the stabbing of three little girls happened in Southport, I was in Merseyside. Even though I was just miles away from the town, it felt like another country. The locals I was with and I watched on with detached shock as riots unfolded on newsfeeds. The general sense was that…
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AI state of the union H1 2024
The AI state of the union H1 2024 post came about as we had a number of trends starting to come into view. To paraphrase Charles Dickens the AI state of the union H1 2024 represented both the best of times and the worst of times in generative AI. Is the current state of AI…
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Luxury beliefs + more things
Luxury beliefs Luxury beliefs is a term that I came across from the writings of Rob Henderson. Henderson has a similar kind of story to JD Vance. Addiction in the family and escaping his home environment by enlisting in the US Air Force. After his service Henderson used funding via the GI Bill to go…