Ten types of person, unproductive AI, me and the Booker Prize, Associated British Foods, Bioventix, Churchill China, Dotdigital, Primark, Softcat, Solid State, YouGov. Happy Christmas!
Thanks - good to have a reminder of Bioventix, which I know a bunch of people like. But as you point out, this sort of company/sector feels like it has a broad range of outcomes that aren't entirely predictable, though while Peter Harrison & co are there, one does have faith in them as stewards. I do love a Royalty though!
Thanks - good to have a reminder of Bioventix, which I know a bunch of people like. But as you point out, this sort of company/sector feels like it has a broad range of outcomes that aren't entirely predictable, though while Peter Harrison & co are there, one does have faith in them as stewards. I do love a Royalty though!
It’s funny how when people summarise something I have written in a sentence I often think I wish I‘d concluded with it!
Good summary!