Monthly Archives: April 2015

#Juptyer notebook + #Haskell setup

It’s all rather manual, but I managed to set up Jupyter, IPython’s successor, to work with Haskell 7.8.3. Instructions are here: http://www.markcarter.me.uk/programming/haskell/jupyter.htm Note that because there are embedded links in the documentation, I have chosen to put a link to … Continue reading

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parf – my simple PATH tool

parf (think of Essex Man trying to say the word “path”) is a tool I wrote in a day to manage PATHs. It’s all about minimalism. The git repo is here: https://github.com/blippy/parf It can be built using the standard autotools … Continue reading

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$WAND.L – WANdisco – a follow-up

Six months ago , I called hosting company WAND (WANdisco) overbought at 384p (http://is.gd/hdgwdO), saying that it has yet to show that it can earn decent returns on capital. The valuation was too high, and the faltering price meant that … Continue reading

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$TSCO.L – my valuation: 145p using CAPM, and a completely blunt stick

With TSCO (Tesco) in the news, it’s worth asking the question: what’s it worth? In March 2014, I valued Tesco at 360p (http://is.gd/wnWgzZ) In August 2014, I came up with a valuation of 200p (http://is.gd/EyL7c9) I’m now valuing it at … Continue reading

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St George: Best. Saint. Ever

If there’s one thing the English like, it’s a good punch-up. Whether it’s sticking a spear up the arse of some peace-loving native of a tropical paradise, or going head-to-head with another master-race in a veritable clash of the titans, … Continue reading

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CNCT – Market reacts postively (eventually) to today’s interims

CNCT (Connect) issued its interims today, reporting revenues up 1.2%, free cash flow inclrease of 34.2%, operating profit down 28.8% (including exceptionals) but up 3.3% excluding exceptions. Interim dividend is up 3.6%. Debt is also up. I said in a … Continue reading

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F958B’s HYP strategy

Three years ago, a user named F958B looked at a variety of HYP strategies in a post on Motley Fool. The best strategy was “Method E”: * Select only non-cyclicals from the FTSE * Rank by yield * Select the … Continue reading

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