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Magic Formula - Letter to subscribers - 22/09/2025

Q3 2025

Sep 22 • 

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June 2025

Magic Formula - Letter to subscribers - 28/06/2025

Q2 2025

Jun 28 • 

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March 2025

Magic Formula - Letter to subscribers - 23/03/2025

Q1 2025

Mar 23 • 

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2

January 2025

2024 Portfolio Review

Year End Review

Jan 4 • 

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November 2024

Betting big

Thoughts on asset allocation

Nov 10, 2024 • 

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2

October 2024

Magic Formula - Letter to subscribers - 04/10/2024

Q4 2024

Oct 5, 2024 • 

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July 2024

Magic Formula - Letter to subscribers - 31/07/2024

Q3 2024

Jul 31, 2024 • 

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May 2024

DO & CO: A Culinary Juggernaut

New Stock Idea

May 16, 2024 • 

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Is cyclical bad?

Why I am invested in 4 highly cyclical stocks

May 6, 2024 • 

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April 2024

Understanding the mindset behind building a secure future

The psychology of saving

Apr 24, 2024 • 

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Magic Formula - Letter to subscribers - 18/04/2024

Q2 2024

Apr 18, 2024 • 

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To sell or not to sell?

A tale of lumber and consulting

Apr 3, 2024 • 

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