Guest post: Why I’ll buy 40 random stocks when the FTSE hits 4000
Monkey strategy
Pete Comley’s new book explains why private investors do so badly in aggregate, and how understanding why can help your investment decisions. I asked him how his research influenced his own investing strategy.
French Connection in 2 minutes 9 seconds
In for the long haul
Stephen Marks, French Connection’s chairman and chief executive, has just experienced the most difficult winter season in all his years in business. That’s saying something considering he founded the fashion company in 1972, and rescued it after the recession of 1989.
Restoration man
Banking on experience
Stephen Marks founded French Connection in 1972, rescued it from the recession of 1989 and is currently turning the company around again. The bad news is it needs turning around…
Redefining French Connection
Walks like a net-net, talks like a net-net, but it isn’t one
Leases are not only key to interpreting French Connection’s financial position, they affect valuation.
Leases key to retailer’s financial position
Flawed fortress
Leases are key to the interpretation of French Connection’s financial position. With no debt and no defined benefit pension scheme it has very few liabilities on its balance sheet. Bring off-balance sheet obligations into the analysis though, and ratios relating to borrowing change alarmingly.
Comments
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- FCCN – French Connection in hindsight | mcturra2000 on French Connection in 2 minutes 9 seconds
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RB on Twitter
- Value Investor Improvement Tip #1: Settle for Cheap Enough http://t.co/jWOgaUkS @GeoffGannon talking about casting a wider net too.
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- Better IMS from Waterman L:WTM. Construction buoyant in London, Australia. Set backs in Middle E and Kazakhstan. Targeting public sector.
- Gah! Alumasc profit warning. L:ALU Minimal details of problems, underestimate severity, divert attention with +ves = my interpretation!
Latest posts
- Guest post: Why I’ll buy 40 random stocks when the FTSE hits 4000
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- Restoration man
- Redefining French Connection
- Leases key to retailer’s financial position
- Ambivalent about French correction
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