Fiercely independent views on investing, markets and business from a former fund manager.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 55 | Founded | 10 months ago | Last Issue | 10 days ago |
| Active | |||||
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charliehuggins.substack.comLatest Issues
Why I passed on Spirax Group
I’ve followed Spirax for over a decade and admire everything it’s achieved. But I’ve never owned shares. Here’s why...
Spirax Group (formerly Spirax-Sarco Engineering) is one of the longest-standing and most highly-regarded industrial busi...
Why I reject 99% of companies
Why I say ‘no’ to almost everything, including these ‘quality’ names...
Often, only one thing matters when studying a business that renders everything else irrelevant.
3 high-quality income ideas
I discuss three high-yielding companies from my own portfolio, plus a bonus idea.
I remember when income investing was all the rage - buy companies with solid and growing yields and let compounding do the rest. It was a simple, tried and t...
Rentokil’s saga: lessons & reflections
What went wrong for the pest-control giant? And what lessons can we learn?
Five years ago, Rentokil was considered a stock market darling. Its share price was up 6-fold in a decade, and its strategy of consolidating the highly-fragmented p...
7 ways to assess company culture
Costco’s co-founder Jim Sinegal famously said, "Culture is not the most important thing. It's the only thing."
I’m inclined to agree.
Any business is just a collection of people. These people interact with each other, customers, suppliers...
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Authors
The writers behind this newsletter.
Former fund manager who specialised in UK and global equities, overseeing hundreds of millions of pounds, for thousands of investors. I now run my own portfolio and share my investing views via this blog.
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