Pondlife - the world of Donald Pond
Donald PondTrying to make sense of the noise.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 3 years ago | Last Issue | 2 years ago |
| Active | |||||
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pauldegruchy.substack.comLatest Issues
Digital 9 Infrastructure (DGI9)
I recently was given the honour of presenting the first talk at a Mello Monday webinar, on the clustercuss that is Digital 9 Infrastructure. I happen to think that the board have taken a “kitchen sink” approach to valuation here, and with a...
Geiger Counter
Last week I met Robert Crayfourd, a fund manager at CQS, which has recently been acquired by the much larger Manulife Group. Rob is one of the managers of Geiger Counter Limited, the UK investment company focused on mining assets in the ura...
Everybody knows
What is the point of regulation? What is the point of the FCA and the LSE? The FCA guidebook is a huge, sprawling, incomprehensible labyrinth. The LSE listing rules not much better. Throw in ESG requirements, imported EU rules and you need...
Glory Days
Note: I’ve been trying to knock this piece into shape for a while, but it keeps evading my attempts to pin it down to a shape I’m entirely happy with. Then I saw today was 9 May, Liberation Day. It is 79 years since my home island of Jersey...
Investment trusts: time for boards to earn their corn
I had intended to keep my substack for matters cultural and philosophical, but it is such a convenient format for writing longer pieces that it seemed the natural forum for the occasional post about another passion of mine, investing.
Ever...
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Authors
The writers behind this newsletter.
Used to be a lawyer and director of a FTSE 250 company. Now just an everyman wondering what it's all about.
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