JC

[JC @Clarky_121]

@GianniButtice I really enjoyed it, keep up the excellent work!

[JC @Clarky_121]

@williamgreen72 @MohnishPabrai @jasonzweigwsj @GSpier @AswathDamodaran Thank you for these William, excellent listening. Keeping my fingers crossed for a Nick Sleep interview 🤞

[JC @Clarky_121]

@long_equity I like Seilern World Growth too, Peter Seilern has written a book on quality investing.

[JC @Clarky_121]

@UKInvestGlobal I liked to follow Cedar Rock, but they seem have liquidated their portfolio completely?

[JC @Clarky_121]

@UKInvestGlobal Or Kone to Otis comparing June and July factsheets as Kone position 1.8% to 0.7% over the month.

[JC @Clarky_121]

@UKInvestGlobal $PG

[JC @Clarky_121]

@long_equity Fundsmith own Procter & Gamble in their sustainable fund so should be ticked.

[JC @Clarky_121]

@theretailbull Well done Tim, great work!

[JC @Clarky_121]

@LetsTalk_FPL Your work ethic is epic and have a voice smooth as silk, keep up the good work!

[JC @Clarky_121]

@Levisonwood Great show Lev and loved the surprise guest at the end

[JC @Clarky_121]

@pistol147 Well done Mark, great all week, Worlds next!

[Charlie Bilello @charliebilello]

"Sell Everything" - RBS (Jan 11)
Returns since...
Oil: +47%
EM: +18%
S&P 500: +11%
US High Yield: +10%
$RBS: -43%