Leadership Challenge

May 12, 2026

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Musings

Madrid

I had a few days in Madrid this week visiting Andrew who has left the UK for a better life and language in Spain. I hadn’t been to Madrid for many years in fact tbh e last time was helping some due diligence on a business called Meta4 that was… Read More ⇢
Going Infinite

I have just read the Michael Lewis book about SBF and rise and fall of crypto businesses Almeda research and FTX. Michael Lewis definitely has a soft spot for SBF and I can see why, like any traditional run on a bank the timing of the collapse of FTX was… Read More ⇢
Adjusting My Investment Strategy Amid Market Volatility

I discussed the current market conditions yesterday but thought it would be worth documenting changes in my porfolio and the concentration in it. Before yesterday, I held Amazon, Meta, Vanguard US 500, MSFT, BRK.A and BRK.B in my main portfolio. The concentration of which would scare most people with AMZN… Read More ⇢
Trading in uncertainty

I just checked my trading account on number of trades made in 2025 versus 2024. I generally buy and hold stocks and certainly don’t day trade or move in and out of stocks. I made 13 trades in the entire year of 2024 both buy and sell so really not… Read More ⇢
Trump trade unwinds

We have to agree that we are in a period of uncertainty, the diplomatic car crash of the Oval office meeting a few weeks ago followed by the threat of tariffs coming into focus has everyone reeling. Certainly the view from President Trump is reshaping the US economy and market… Read More ⇢
Wild Swimming

Loch Faskally 6c in the water Claire regularly wild swims with a group or on her own most days. She really enjoys it and on a day like today it looks great but feels cold. There are a lot of health benefits and certainly mental health benefits of wild swimming.… Read More ⇢
Monachyle Mhor

We had a night at Monachyle Mhor and it was a fabulous location and meal. We drove over and experienced the last 30 minutes off the A84 on a single track road. When we arrived we realised that Bertie couldn’t stay in the “In the Trees” room we had booked… Read More ⇢
Effective Media Investments in D2C Marketing

I spend a lot of time thinking about consumer marketing especially in D2C (direct to consumer). Bizarrely it is one of the disciplines that everyone has an opinion on how we could improve our marketing. I am quite dispassionate about marketing channels, activities or peoples opinions which hasn’t always been… Read More ⇢
Berkshire Hathaway: A Long-Term Investment Strategy

The author, an investor in Berkshire Hathaway, uses it as a hedge for a tech-heavy portfolio, praising its long-term investment strategy. The outdated website contrasts with Warren Buffett’s insightful annual shareholder letters, revealing significant tax payments and a successful reinvestment strategy, highlighting remarkable long-term gains compared to the S&P 500. Read More ⇢