6 Comments
author

thank you Dolan, it's very much a peasure. Giving away knowledge and experience is enjoyable for me. It doesn't cost me anything and it may saves others making the mistakes I had to make to get here. I'm glade you 'love' it and thanks for the kind comments.

Expand full comment
Nov 19, 2023Liked by Cockney Rebel

Mr Rebel - can I just say I LOVE your writing style & these weekly nuggets of info. I especially like the fact you draw on your own multi year experience of investing, I’m a newish investor so am learning lots from you! Keep it up, thank you kindly

Expand full comment
Nov 18, 2023Liked by Cockney Rebel

Only fair to say well done on your scenarios over the last 2 or 3 weeks - you’ve been spot on.

Expand full comment
author

Yes, style is very subjective these days lol

Expand full comment
author

Thank you very much Gordon

Expand full comment

I've finally finished watching the CMD for M&S. The takeaway for me is very simple, there's an old retail addage that says "retail is detail", that was drummed into me 40 years ago, and M&S is doing a lot in very great detail, which is necessary if they want to stand super to shoulder with Next on clothing and home. We'll have to trust there won't be project overkill. The insurance is that the CFO appears impressive and the Chairman extremely experienced.

I'm not sure M&S will achieve its aspiration for being known for style if the dress sense of the senior management team is anything to go by! I'm frankly sick of seeing people in senior roles who can't look the part. The analysts in the room were better turned out. When I go and indirect the refurbished Handforth foodhall in a couple of weeks I'll be better turned out too.

Expand full comment