October Week 3 - TINARIF
There is No (good) Alternative; Transactions - doubting management, market or myself - #IXI & #IGG Updates from: #BVXP, #SUP, #REAT, #IXI, #SRC, #PHP, #ULVR, #TATE, #AVON, #CLIG
Posts
October Week 2 - Risk On
Data good, Results good, Market good; Transactions - Risk on (and off); #BMY #SUP, #CLX, #UPGS, #GAW, #CCC, #AVON, #FCAP, #BOO, #GETB Updates from: #IGP, #SPSY, #CLX, #QTX, #G4M, #AAZ, #AVON, #CLIG
October Week 1 - BOO you October Week 1
Public Service & Macro - 6 whole weeks of Macro; Transactions - Valuation Jitters; #QTX Updates from: #FCAP, #IHC, #REAT, #TSCO, #VLX
September: #BOO You September!
Catch up edition to rub my nose in losses; Transactions; Ramping #TPFG, #CLX, #TATE, #FCAP, #SDI, #RELX, Updates from: #SUPR, #CLIG, #TPFG, #BNZL, #G4M, #IXI, #GAW, #DUKE, #PHP, #ARC, #SOM, #SPSY, #EMIS, #UPGS, #SDI, #SHED, #FCAP, #AAZ, #FNX, #NRR, #BOO