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Bill Ackman would like to build a new Berskhire
Plus: Sky TV, Brunello, and more
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Monday...Versace, Pacific Edge, etc...
Welcome to Monday, ladies and gentlemen
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Why I disagree with Terry Smith on Diageo
Terry Smith selling Diageo for Fundsmith
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BlackBull Research
Does history repeat?
The NZD in 1999
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BlackBull Research
Martha Stewart, Generational Dynasties and the coming PE liquidity event
It's a whole new year
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BlackBull Research

December 2024

Thematics for 2025
Plus some summer reading
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BlackBull Research
The year that was and the year that will be
Merry Christmas from Blackbull Research
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BlackBull Research
The chink in LVMH's crown -- Why Mecca is superior to Sephora
Or, a trip to the Newmarket mall
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BlackBull Research
Vivendi spinoff day
Vivendi spin-off day — I’m a silly idiot for not realising this sooner, but Vivendi actually spun off their companies overnight (so the risk-arb was…
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BlackBull Research
Santa Rally Redux
Christmas — thinking a lot about the below extract from the recent FT magazine … for every quid you spend on a heart-warming Christmas advert, John…
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BlackBull Research
Friday -- best and worst of Akl food; a Chanel shake-up, and more
NZ Enjoyed this piece from Patt on the Todd family’s woes — no divvy this year — how will one afford Krug??
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BlackBull Research
1
Return of DOCS!
Doc Martens fights back
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BlackBull Research
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