Jonathan Davis on Muck Rack

Jonathan Davis

London, England
author, columnist and professional investor — Independent Investor

Investment director (MCSI), author, publisher. Independent Investor (home), Saunderson House, Money Makers (podcasts), FT, Spectator, Property Chronicle + more

Search Tweets

Twitter Feed

@jdsview — 393 followers, 468 tweets

Gething looks back on many years in the property business and how the market for high end residential in London has changed - wise and amusing in equal measure....
Recently completed another in-depth interview for @PrprtyChronicle - the charming Willie Gething, co-founder of buying agent Property Vision and now head of prime London developer Lennox Investment Management 
Terry Smith on today's valuations: if you bought SPX at all-time lowest valuation (5.3x in 1917) and sold at all-time peak valuation (34x in 1999), valuation shift would still account for barely 2% of 11.6% p.a return - compounding return on capital far more important.
Terry Smith (once a top-rated bank analyst), at Fundsmith shareholder meeting today, happily confirms that he is still "implacably opposed" to investing in banks, but pleased because "our competitors still do".
@jasonzweigwsj Am I right in thinking that the definition of a 10% market fall as a correction is a modern invention, unknown to Ben Graham?
Show More