I’m no one special. Just an ordinary private investor, with no special contacts, no magic systems, no professional investment background, and, certainly, no promises to make you or anyone else rich. I’ve started this blog, as much as anything else, as simply an extension to my own investment diary, where I keep scribbled notes of my trades, investing theories, and results.
So, why do I think I have anything worthwhile to say? Well, I have read a lot of books, both on the specifics of investment and on the world in general, and I like to think I occasionally come up with original insights (or, at least, correlations between other people’s original insights). And, I have “walked the walk”, by managing my own private portfolio for the past few years, with most satisfactory results (already I hear you say – “Aha! But the past few years have been easy – it’s making money now that’s the challenge”. I quite agree).
The overall ethos of this blog can be summarised by paraphrasing Marx:
The philosophers have only interpreted the world, in various ways; the point is, however, to profit from it.
So, I’ll be looking to come up with regular ideas and how to profit from them, from the perspective of a U.K. based small private investor. That means in practical terms – just because Cambodia, say, looks like the next hot frontier market, there really isn’t much point in thinking about it, as there is no way for the small investor to get a slice. However, my perspective is most assuredly global, and covers all manner of asset markets – shares, bond, etf’s, commodities, gold, silver, property, etc., etc. Just as long as there’s a way for the average person to get on board.
I’ll also have the odd bit of economic analysis, book reviews, theories, off-colour humour, and whatever else takes my fancy – this is a blog, after all. Hang around, you might like it.
Saturday Seven Up
1 day ago

1 comments:
Actually you can buy Cambodia. Nagacorp is the holder of the only casino license in Cambodia and is listed on the HK stock market (3918.HK). It trades on a '09 P/E of circa 7.4x...
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