Homepage
Open in app
Sign inGet started

View From Level 39

  • Friday 'Views
  • Learn more about Dragonfly
  • Go to the profile of Jules Hull
    Jules Hull
    Jan 15

    When is a fad a trend?

    And why you should beware of investing in them…

    Read more…
    Go to the profile of Jules Hull
    Jules Hull
    Jan 11

    The Importance of Sleep

    More than ever governments and companies should promote the value of a proper…

    Read more…
    Go to the profile of Jules Hull
    Jules Hull
    Dec 21, 2020

    Value Investing’s letter to Santa

    Record high dispersion across stocks offers opportunities

    Read more…
    Go to the profile of Jules Hull
    Jules Hull
    Dec 13, 2020

    Early warning signs

    The metric that red-flagged both NMC and Wirecard

    Read more…
    Go to the profile of Jules Hull
    Jules Hull
    Dec 6, 2020

    Beware predictions and prophets of trends

    The dangers of relying on human memory and trying to buy…

    Read more…
    Go to the profile of Jules Hull
    Jules Hull
    Nov 27, 2020

    Putting your customers first matters

    It creates lasting and dependable franchises

    Read more…
    Go to the profile of Jules Hull
    Jules Hull
    Nov 24, 2020

    Travelling on Hope?

    Don’t just look at share prices, enterprise value is more important…

    Read more…
    Go to the profile of Jules Hull
    Jules Hull
    Jul 3, 2020

    The Hatfield Rail Crash, Wirecard and staying active

    What happens when information bubbles become echo…

    Read more…
    Go to the profile of Jules Hull
    Jules Hull
    Mar 10, 2020

    Embracing Bears

    The value in avoiding homophily

    “Alternative views are dismissed not…
    Read more…
    Go to the profile of Jules Hull
    Jules Hull
    Jul 22, 2019

    Mifid II: research, reductions and revolution

    The unintended consequences are often the least desired…

    Read more…
    Go to the profile of Jules Hull
    Jules Hull
    Nov 16, 2018

    From Gladwell to Dalio, via the SAS

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

    Read more…
    Go to the profile of Jules Hull
    Jules Hull
    Oct 12, 2018

    Micro vs Macro

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

    Read more…
    Go to the profile of Jules Hull
    Jules Hull
    Mar 12, 2018

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

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

    Read more…
    Go to the profile of Jules Hull
    Jules Hull
    Feb 19, 2018

    Are you pLEASEd to see me?

    Lease obligations emergence onto balance sheets should make investors…

    Read more…
    About View from Level 39Latest StoriesArchiveAbout MediumTermsPrivacy