Oct

19

EML Payments: Sinking share price ignores the float

4 min read

Aug

29

Small, illiquid, uncertain, unknowable, with operating leverage

9 min read

May

31

Silvano Fashion: Negligée Russia risk

5 min read

May

12

Genie Energy: A quirky allocator?

4 min read

Apr

08

No view? You’re expressing a strong view

6 min read