Setup your own personal website and domain in 2019 Jul 2019

So you want a personal website? A couple of friends have recently asked how to setup a personal website/CV and email address. This is how I would go about setting up a personal website in 2019.

Keep in mind this is the cheapest option and will require some technical knowledge (or a willingness to learn). I believe the technical knowledge is important as will give you an introduction to how the web works and opens the opportunity to tinker with a bit of code. If you want something simple and quick (and happy to pay) - go straight to

$ARB: Overlooked microcap? Jun 2019

Argo ARB.L raised £25m and listed on the London Stock Exchange in August 2018 as a cryptocurrency ‘mining as a service’ (MaaS). In August 2018 bitcoin (BTC) was trading for c. $7K USD (compared to c. $20k at peak in 2017) and business seemed to be going OK, signing a few customers and building momentum. However shortly after this support fell from the cryptocurrency market with prices crashing and sitting at around $3k USD. Mining was not particularly profitable and the cryptocurrency market fell deep into the ‘Crypto Winter’.

Argo appeared to be somewhat dead in the water:

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ASX market data via API Jun 2019

Supposedly the Yahoo Finance API used to be the holy grail of finance data, providing reliable and accurate finance data for free. I’ve been working on a recent project which required ASX market data - specifically daily historical data (volume, open, close etc).

IEX Cloud has a great API and allows for a fairly high volume of calls. Unfortunately ASX market support has not yet been delivered, however appears to be in the pipeline with an unconfirmed delivery date.

I was about to purchase historical CSV market data however came across Alphavantage and the expanded

Alphavantage...

Just Eat ($JE.) - an updated view May 2019

A number of significant events have occured since I previously wrote about Just Eat’s struggle to remain relevant in the fast-growing food delivery market. There is increased pressure from competitors in all markets, driven by capital raises and strong competitor execution.

Latin America

Just Eat has a large position (c. 33%) in iFood operating in Brazil. Cat Rock Capital has suggested that the stake in iFood could be worth as much as £650mm (Cat Rock Capital - Dec 2018) if divested. This represents c. 15% of the market cap of Just Eat.

iFood has historically been the...

Berkshire Hathaway Shareholders Meeting 2019 May 2019

I first came across the concept of value investing from reading Benjamin Graham’s The Intelligent Investor. This was followed by poring over the annual Berkshire Hathaway ‘Letter to the Shareholders’ and The Snowball: Warren Buffett and the Business of Life.

This year I decided to make the pilgrimage to attend the annual shareholders meeting, and to be honest, I was very keen to attend as soon as possible as Warren and Charlie aren’t getting any younger.

Credentials

Despite holding BRK.B shares (the affordable version of the c. $300k BRK.A shares) I struggled to obtain a physical copy...