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Gavin Launder

Former top-rated equity analyst, long/short manager in global equities and long-only fund manager, leaning towards quality growth. Also, happily married father and grandfather and sports fan.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues11Founded2 years agoLast Issue8 months ago
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Latest Issues

Life in the slow lane

Summer was spent in true “Life in the slow lane” style - a month in Provence, chilling and not paying too much attention to the markets and our portfolio. When I say “not too much”, I mean a periodic check-in but very few changes worthy of...

8 months ago
1

Life in the slow lane

There have been 30 takeover bids for London-listed companies this year, according to the Sunday Times. This statistic, sometimes together with a comment about the dearth of IPOs (initial public offerings or new companies listing on the mark...

a year ago
2
1

Life in the slow lane

As with so many other things, it is important to take a break in investing as well. Sort of. My idea of a break is to monitor events from a distance and restrict activity to the strictly necessary. So I was happy that a long planned trip to...

a year ago
3
1

Life in the slow lane

Who doesn’t like a conference? All that schmoozing, time away from the office and meeting new companies. Well, me for one. They are bloody hard work, at least if you take them seriously. If you are organising one on the sell-side, then ther...

a year ago
2

Life in the slow lane...

In short, the morning meeting. Young analysts, straight from university, would usually fear the morning meeting. Some would grow to love these events while others would continue to loathe them. What is a morning meeting? Beyond the obvious,...

a year ago
3
1

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  • Gavin Launder

    Former top-rated equity analyst, long/short manager in global equities and long-only fund manager, leaning towards quality growth. Also, happily married father and grandfather and sports fan.

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