Tuesday, January 3, 2017


2016 looked like this:

My trailing four year pre-tax return is 32.6% which I suppose means that the market owes me two or so years of back pay. Future Bright and Flybe account for most of these payables and I'll no doubt have to wait until such time as their results become machine readable. 

In the meantime, I have acquired shares in Rentech and LSB Industries to underpin the 2016-2018 investment cycle. Over the next few days I will sketch out these two ideas and also update the Flybe idea.

Happy New Year