Watch now (13 mins) | Or why do I write a newsletter, and not run a fund
Have you considered whether a community anchored around yourself would make sense in addition to a newsletter?
I would certainly be interested in joining that, and tend to think your theses are distinct from anything currently out there
Curious Russell how you see the BOE being effective this late. The BOE failure to act goes back to Carney's time. The UK imports a lot of inflation and it also has a considerable short dated mortgage market, so as the BOE raises rates a lot are going to get squeezed quite quickly on variable rates.
Nice RevPar growth uplift in the German expansion. Headroom in occupancy (6-7%) should historic trends revert. Would be interested in general aesthetic/ whether CAPEX is needed on existing capacity and quality of staff. Stayed a lot there in Stirling and it wasn’t kind to my belt buckle. Enjoy the Karting.
If i buy from a 64 shares from a broker how does Whitbread know Im eligible?