2272 days ago
In this podcast recorded in a car park I reflect on new mounting problems for Neil "Nomates" Wooodford and wonder if the demise of his empire will be the Burmah Castrol moment of 2018. I ask if the nutso planned IPO of Soho House is a lagging canary and I reflect on the folly of most acquisitions.
2601 days ago
In today's podcast I look at Peak Club - the mad debt binge at Soho House and what it tells us about asset bubbles and more. Then I cover Theresa May's misguided proposals on executive pay before finally covering the latest boardroom antics at Bowleven (BLVN) , putting it up for sale.