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Micro vs Macro
Micro vs Macro
Why we are intently focused on fundamentals and alive to the mispricings created by macro machinations.
Jules Hull
Oct 12
Wouldn’t it be cool if…
Wouldn’t it be cool if…
…you could screen for those Eureka moments?
Jules Hull
Sep 17
Being unconstrained, inventing ball-barrows and catching that 20lb salmon.
Being unconstrained, inventing ball-barrows and catching that 20lb salmon.
A journey from sausage casings to missile targeting, used car auctions to cinemas.
Jules Hull
Mar 12
Are you pLEASEd to see me?
Are you pLEASEd to see me?
Lease obligations emergence onto balance sheets should make investors rethink capital intensity.
Jules Hull
Feb 19
‘Safe as Houses’: A Challenged Axiom
‘Safe as Houses’: A Challenged Axiom
Playing Snakes and Ladders on the streets of London
Jules Hull
Dec 12, 2017
Roger Federer, Howard Marks and how to stay “Active”.
Roger Federer, Howard Marks and how to stay “Active”.
Why StockViews focuses on small and mid cap research and how we find mispricings.
Jules Hull
Nov 8, 2017
Short Term Pain for Long Term Gain
Short Term Pain for Long Term Gain
Capex Investors vs Capex Shunners: with whom should you invest?
Jules Hull
Sep 28, 2017
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