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RichardBeddard

  1. Carr on how Cadbury was lost http://bit.ly/bHF8fU Individuals controlling shares they had owned for a few days or wks determined its destiny
  2. Failing to make head or tail of research that improves the PE by decomposing it into trend and cyclical components http://bit.ly/d72qDr
  3. Thinking Paul Krugman must have an old fasioned kitchen http://bit.ly/bNB40w > technology is progresssing as fast as it did in the early C20
  4. Reading T30 member Holders' results http://bit.ly/bOfWaE > small loss, promising a return to profitability and diversification into LEDs
  5. Playing around with Hans Rosling's gorgeous motion control charts http://bit.ly/ajTNfT and discovering intereresting things abt the F_Score
  6. Good speech by Stiglitz, @Monevator was there: http://bit.ly/buaNqj
  7. Astonished: Bolton’s new China investment trust is to pay commission to financial advisers who recommend it: http://bit.ly/9Kfdyt
  8. Listening to Stiglitz at the LSE http://bit.ly/9HjTA6 increasing risk is easy, increaseing performance is difficult, so they increased risk.
  9. Noting Taleb: "I’m just saying we don’t have enough evidence to say Buffett isn’t doing it by chance" http://bit.ly/aBJpt8
  10. Oh dear, construction companies lobbying hard against potential cut backs in government infrastructure projects: http://bit.ly/cIcS7H
  11. Wondering if austerity might make us happier. First Lanchester, now this: http://bit.ly/9iqZZ2 seems like poor is the new rich.
  12. Chuckling mutedly: http://bit.ly/bvBLtQ Altnatives to the unkosher PIIGS acronym: PUKE (Portugal, UK, EU) etc. etc.
  13. Blogging about ATH Resources (UK:ATH) http://bit.ly/9Chbyv > Coal mining/regeneration = cheap, but still not sure if it has the resources...
  14. Just updated the Thrifty 30 portfolio table http://bit.ly/8bWP9X > no new additions, or 'sales'.
  15. Reading Pesto on vulnerability of the mortgage market http://bit.ly/aJFApt Govt expects to be reapid in 2012, too soon for banks.
  16. Reading T30 member RM's IMS: http://bit.ly/c9ICYR >expectations unchanged v. expected growth in govt's education budget.
  17. Thinking Barry Ritholz did pretty well financially out of his book http://bit.ly/9AaaMU by barely making minimum wage.
  18. Inrigued by the inexactness of the 'risk free rate' http://bit.ly/bE0Qxj bedrock of corporate financial analysis
  19. Thinking this critical review of Hank Paulson's autobiography http://bit.ly/aVptTZ makes it sound like a page turner
  20. Reading Paul Myners' review of Whoops! by John Lanchester http://bit.ly/9LcDp0 > Bares bankers' role, put lets shareholders off the hook