Evil Diaries

The Evil Diaries: TalkTalk, Globo and SAB Miller

TalkTalking of law: Some have canvassed the idea that TalkTalk (TALK) faces financial ruin through litigation brought by its customers.…

The Evil Diaries: Victoria Carpets and Globo

I held 40,000 shares in Victoria Carpet (VCP) for many years and then, out of boredom, sold them about five…

The Evil Diaries: Gold, Globo HM Queen and India

Gold on the way: the chairman reminded me of the need to be long gold. So I did as I…

The Evil Diaries: GRIT, Oxus and Dialight

A few weeks ago I touched upon Global Resources Investment Trust (GRIT). In the light of an RNS after COB…

The Evil Diaries: Peer-to-peer lending, Globo and grammar schools

It took its time but it has happened. After all, it is surprising that there has been such a delay…

The Evil Diaries: Petropavlosk, Quindell, and Mulberry

The gold price has really been quite strong. It still feels right to run it, now $1,185. However, funnily enough…

The Evil Diaries: SAB Miller and Caledonia Mining

When AstraZeneca (AZN), then £40, turned down a bid from Pfizer at around £55, the objections, based on employment in…

The Evil Diaries: APR, Plus500 and the Israelis

My longstanding colleague, Lucian Miers, notes that APR's 17%  shareholder GE (General Electric Co) is not named as party to…

The Evil Diaries: SABMiller and junior oils

It's all very well SABMiller's board turning down a bid from AB InBev of £42.15 since the price languishes at…

The Evil Diaries: Fairfax Financial and Chums

There is no denying that on the face of it I have been wrong-footed by the approach by Fairfax Financial…