Nish Patel

Portfolio manager of The Global Smaller Companies Trust

[Nish Patel @Nishpatel81]

@hkuppy Just putting it out there: maybe they are scaremongering because they want regulation? Regulation puts some kind of moat around their business and partially alleviates the Chinese competitive issue?

[Nish Patel @Nishpatel81]

@Connor_LFC8 Dietmar hamann

[Nish Patel @Nishpatel81]

@Connor_LFC8 Karl Heinz riedle

[Nish Patel @Nishpatel81]

@Connor_LFC8 Markus babbel

[Nish Patel @Nishpatel81]

@vitaliyk Unfortunately the people blowing this bubble don’t read history or investment books.

[Nish Patel @Nishpatel81]

@Greenbackd Not easy out there, September was particularly brutal for quality value, hoping that the coming earnings season brings back the focus on fundamentals.

[Nish Patel @Nishpatel81]

@farnamjake1 Damn, i’m flying there in 2 weeks to see some small cap companies, would love to have met the rebel allocator in person!

[Nish Patel @Nishpatel81]

@heymaxkoh More than 10% cash, can’t find good ideas from a bottom up perspective, don’t want to take the surplus cash and pile into a broad basket at these valuations, last time I did that ( 2000), it took me years to get my money back, I like the optionality that cash provides.

[Nish Patel @Nishpatel81]

@shaneparrish Poor Charlie’s Almanack, The joys of compounding.

[Nish Patel @Nishpatel81]

@vol_christopher Chris, do you have a volatility product that a UK retail investor can access?

[Nish Patel @Nishpatel81]

@ttmygh @fleckcap. Good ‘end game’ analysis.

[Nish Patel @Nishpatel81]

https://t.co/0CZNs57lg5

[Nish Patel @Nishpatel81]

@jessefelder @hussmanjp Where does he think he might be wrong? What are the counter arguments that he can’t disprove?

[Nish Patel @Nishpatel81]

@RayDalio Please accept my deepest condolences Ray. I’m very sorry for your loss.

[Nish Patel @Nishpatel81]

@BillBrewsterSCG What would you differently if you were a private business?
What would cause you to make a loss next year?
What’s stopping you from growing faster than you are at the moment?
If you were to rebuild this business from scratch what would be different?

[Nish Patel @Nishpatel81]

The incentives are there to keep this thing going, I think we have to mentally prepare for more craziness. I just wonder what the natural counter balance is to bring the speculation to an end? I think it might be inflation, what do you think it might be?

[Nish Patel @Nishpatel81]

@hussmanjp When will this end?

[Nish Patel @Nishpatel81]

@hussmanjp When will this end?

[Nish Patel @Nishpatel81]

@jessefelder Exactly! Sadly, Morningstar haven’t figured out a neat way of creating a box for ‘value investing’

[Nish Patel @Nishpatel81]

@Greenbackd @mjmauboussin Global Micro cap value?

[Nish Patel @Nishpatel81]

@RaoulGMI Habanero?