Thoughts on Persimmon’s trading update

Headlines about Persimmon in the news last year must have made their PR people want to find the nearest wall to bang their head against. One BBC headline from December 2019 was ‘Builder Persimmon lacks minimum house standards, report finds.’ Another headline in The Times in March of that year read ‘Bonus row Persimmon chief... Continue Reading →

Latest trades and holdings

I have traded more during the last two months (May and June 2020) than I expected to. Since I last updated on my trades and portfolio holdings – in mid-April – the market has largely done ok, although not presented a lot of new buying opportunities as far as I have seen. My strategy has... Continue Reading →

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