Month: July 2019

How to work out whether a firm is good acquirer

Richard uses a trick from Judges Scientific’s playbook to assess local hero Scientific Digital Imaging. Both companies acquire scientific instrument manufacturers using a “buy and build strategy”. Last month we worked out how to populate Google Maps with SharePad data to find local companies to invest in. Today, we will take the process a stage […]

Weekly Commentary: 08/07/19

The Bubble has burst Sometimes we spend so long waiting for something to happen we don’t realise it has started. But I think it has already started. No one rings a bell at market changing points. There are the 1987 and 1929 crashes that are obvious but the top of the technology bubble in 200 […]

Weekly Commentary: 01/07/19

Disruption in the Courts Early for lunch on the 24th floor of Tower 42 in the City I gazed over the tower blocks of the city. When I started work the City buildings stopped at Liverpool Street Station. The area to the north of the station building was rough land inhabited by a flock of […]