The not-so Thrifty
In practice:
Not like the good old days
Sadly my plan to create a model portfolio of good companies at cheap prices, the Thrifty 30, by going back through the companies I’d profiled in the last year-or-so and including those that still fit the template, is snagged on the rusty nail of exuberance.
Since investors have enjoyed [...]
‘V’ is for Victrex
And ‘P’ is for pick of the week
This week’s pick of the week is Victrex (VCT), the world’s leadin manufacturer of polyketones, specifically Victrex PEEK polymer.
If investing really were about buying what you know, then this company would be about as far down my watch list as a pair of underpants on a Christmas list, [...]
