Paul Scott had too much to drink the night before and thus failed to appear for this mid morning session on value investing at UK Investor Show. At one minute's notice I stepped into his shoes with Paul promising the organisers that he would arrive within ten minutes. He did not turn up at all. Though I over-ran by about five minutes as I adjusted & winged it using as a basis a pretty piss poor agenda Paul had set the session still worked very well I thought, a testimony to the expertise of Nigel Wray and Paul Jourdan of Amati.
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