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COMMENTS
- Maynard Paton: “Thanks John. I suspect I will be punished in the short term but but rewarded (I hope!) in the long…” 05 Oct 2024
- John Kingham: “Hi Maynard, You’re made of far sturdier stuff than I am. Back in the late 2000s, I ran a super-concentrated…” 05 Oct 2024
- Simon Brenncke: “That’s an awesome, highly reflective post! I appreciate you writing honestly about how difficult this business is. I had to…” 05 Oct 2024
- Maynard Paton: “Thanks Jan. The Murrays selling is pure speculation on my part, influenced probably by the seemingly high volume of approaches…” 04 Oct 2024
- Jan T: “Hi Maynard, What an amazing writeup. I had to chuckle at “Perhaps ASY’s blog writer has become a casualty of…” 04 Oct 2024
- Maynard Paton: “Thanks John. Good spot — I had not recalled the ‘enhanced 2023 earnings’ projection made at the time of the…” 04 Oct 2024
- John Scrivens: “Thanks for your usual excellent analysis Maynard. At the time of Thorpe’s Ratio BV acquisition on 2nd December 2021 the…” 04 Oct 2024