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Direct Line (DLG) – Changing Strategy

Direct Line (DLG) – Changing Strategy

DLG just had a capital markets day where they set out their new strategy “to do fewer things better”: * Sustainable growth in motor and putting Direct Line onto price comparison websites. * Rebalancing portfolio to grow home, commercial, and rescue. * £100m of cost savings.

Venture: International Food Travel

Venture: International Food Travel

Issue 33; The Growth in Air Travel Memories are short, and it is hard to imagine being locked down by governments, but it happened, and it was just over four years ago. The airlines were grounded, and the airport terminals laid bare. Then, as things settled down, the planes took

Venture: UK Pharmaceuticals

Venture: UK Pharmaceuticals

Issue 32; Clean Up with UK Small Caps The leading global value managers are currently highly focused on UK small-caps because they have been left behind. As a result, we have seen an abnormally high level of takeover activity as foreign investors snap up once-in-a-lifetime bargains. The UK economy is

Weird Shit Investment Conference

Weird Shit Investment Conference

Issue 31; My Take on the Best Ideas I recently attended the “Weird Shit Investment Conference” hosted by pro investor Swen Lorenz. The conference was so named because someone suggested he hosted a conference focused on all the “weird shit” investment ideas they liked to discuss in his circles. That

Venture: UK Property Developer

Venture: UK Property Developer

Undervalued Land

Venture: UK Industrial

Venture: UK Industrial

Making Hydrogen

Venture: UK Services

Venture: UK Services

Scale and Breadth