View From Level 39

Embracing Bears

The value in avoiding homophily

“Alternative views are dismissed not…

ABCD… ESG

Why governance should be the only letter, not the last…

Mifid II: research, reductions and revolution

The unintended consequences are often the least desired…

From Gladwell to Dalio, via the SAS

Why we start with talent first and look at a CV last in our hiring…

Micro vs Macro

Why we are intently focused on fundamentals and alive to the mispricings created by…

Wouldn’t it be cool if…

…you could screen for those Eureka moments?

Being unconstrained, inventing ball-barrows and catching that 20lb salmon.

A journey from sausage casings to missile targeting, used car auctions to cinemas.

Are you pLEASEd to see me?

Lease obligations emergence onto balance sheets should make investors…

‘Safe as Houses’: A Challenged Axiom

Playing Snakes and Ladders on the streets of London

It might seem incongruous for a research firm so focused on stock specific factors to devote so much time to macro observations, which this post…

Roger Federer, Howard Marks and how to stay “Active”.

Why StockViews focuses on small and mid cap…

Short Term Pain for Long Term Gain

Capex Investors vs Capex Shunners: with whom should you invest?

Calculated Gambles vs Lucky Breaks

How to Build Them