Serious investment thinking that doesn’t take itself too seriously.
When the tap on the shoulder came what would our undergraduate Proprietor decide? Confession: I am an addict. If an author gets inside my head, I want to read everything by them immediately. Initial hit accomplished, I return regularly for smaller fixes. Over the years I have mainlined on Graham...
In our summer 2020 special I was bullish for June 2021, and I still think that by the time of our next quarterly, in spring 2021, we will be at the foothills of a two year...
This article was originally published in October 2020. Artificial pitches help small clubs bring in revenue and foster community football. Why must they tear them up to get...
It’s time to drop the material uncertainty clause for most property valuations – the market has largely adapted to covid now. In late October 2020, I was presenting a paper at an...
The startling tale of how a lorry-driving conman extracted £1m from a property mogul as a down payment on a top London hotel. To grasp how a bankrupt 49-year-old Yorkshire lorry...
This article was originally published in September 2020. Walter… In 2010 our small fund management business received a call. It was Jason, numbers man to Walter Kwok, the biggest...
The likes of LA, London and Mumbai are being challenged as consumer appetites becomes more global. Media cities are hubs of creativity where films, television, and music are...
In the second of 12 episodes telling the story of his life in property, Oliver Ash recalls how Parisian geography got him all hot and bothered on the way to a job interview. This...
As the pandemic disrupted life around the globe, nearly everyone’s routine changed, including the way we communicate with one another and how we send and receive data. With an...
One of the loudest and most frequent defences of WFH (aka working from home) is that it is perfectly viable in this ultra tech-age. Perfectly viable that co-workers can connect...