Essential Reading
The thinking behind
the portfolio.
Five articles on how I invest, manage risk and think about markets. The decisions, the mistakes and the lessons along the way.
Investment process
02I’ve Read Over 100 Investing Books. These 9 Changed How I Invest.
The books that shaped my approach, and the ideas I took from each.
16 min readMarket psychology
03This Time It’s Different...
How I approach volatility, uncertainty and the temptation to sell.
5 min readInvestment philosophy
04The Marathon and the Sprint
My pension and ISA have two very different jobs. This is how they fit together.
11 min readRisk & position sizing
05Small Caps. Big Bags. — The Sprint
The maths, position sizing, mistakes and a real Inspiration Healthcare trade.
15 min readSoftware & AI
UK Small-Cap Software: Who Gets Paid When AI Does the Work?
How I assess software revenue, pricing power and cash flow when AI changes how customers work.
4 min read