Connecting investment professionals with structured products expertise. Founder and Co-Managing Director of iBC Structured Products. #structuredproducts
Insightful look at Stephen Yiu / Blue Whale fund. The top calls have clearly gone right, and the decision making is well explained.
But do the failings of other star managers leave the question of future calls / key decisions not working out?
https://t.co/kyFIf6RxVO
@TheSecretAcct I was involved in one of the first such funds, 20 years ago. Dawnay Days. In addition to selling calls, if I remember correctly (I was only passing through the business, on the way to starting my own) it also bought some puts, so you properly motivated downside.
@DanNeidle Wouldn't a tribunal claim for unfair dismissal be limited to c£125k - without other factors involved (such as whistleblowing etc to make it automatic unfair dismissal)?
@ArashMassoudi@FT Interesting.
The rotation back towards undervalued growth is key.
This morning, I added an FT article re equal weight to a LinkedIn post I did a week ago re Citywire on the same subject:
https://t.co/fMO2yqnlBh
📽️EXCLUSIVE
For the first time ever, @skynews has been into the @bankofengland's gold vaults to see the world's second biggest trove of physical gold. An extraordinary place. An extraordinary sight.
Have a watch of our film👇 https://t.co/9bL5njGo04
@DudespostingWs 👍. I had a similar issue many moons ago. I was sledging down a hill near Brighton when somebody let their 2-3 year old son wander across the tracks going down the hill. I actually had to reach forward and pick him up and sit him on my lap until getting to the bottom of the hill
@ClarksonsFarm1 Bacon and maramalade toasted sandwiches! IYKYK!
My dad (a 2nd generation farmer in Ditchling, near Brighton), also a pig farmer (before swine fever did its worst back in the 60s), got my brothers and I all hooked with this as a Sunday breakfast as kids ...
@AlanJLSmith Agreed. Hard to fathom isn't it.
Here's a link to a good post (on LinkedIn - I haven't checked for it on X) from Mike Bell breaking down UK inflation:
https://t.co/2euh0pjP0d
This is incredible:
Nvidia, $NVDA, now accounts for a record 4.73% of the MSCI All Country World Index (ACWI).
The MSCI ACWI Index covers ~85% of global equity markets, including large and mid-cap stocks.
Nvidia's weight ALONE is now larger than Japan's 4.65% share, the world’s 3rd-largest stock market.
By comparison, the UK, China, and Canada account for 3.28%, 2.97%, and 2.87%, respectively.
Nvidia’s contribution to the index is now nearly as large as France and Germany COMBINED.
Historic is an understatement.
@BBCNews I just heard some of the interview on BBC Radio 2, with John reading some of his daughter's TikTok message re her pride in the way she loved. I'm not sure I've ever heard anything so moving or poignant. Heartbreaking. Such a noble family.