Revisiting Some Older Calls

Let me spend some time here updating older calls as we go into 2018.   Top Ten Investment Cases in AWSM While Blue Label Telecoms (BLU) still remains in AWSM’s top ten, we have obviously exited Consolidated Infrastructure Group (CIL). … Continue reading

How Does Acquisitive Growth Work?

Due to consolidation accounting (or “Group accounting”) rules, when one company controls another one (from 50% + 1 vote up to full-control of 100%, depending on circumstances), that first company (or the “parent” company) gets to accounting for both the financial … Continue reading

The Defensiveness of Low Costs

Outsourcing, Business Process Outsourcing (BPO) and (some) technology have three things in common: they offer cost-savings to businesses. Lumping technology into this mix may sound strange, but think of technology not just as doing new things, but also doing old things in … Continue reading