I start on the Greek Albanian border in the 1970s. Then it is onto the dotcom boom in 2000 and bitcoin now and the idea of Institutional acceptance and validation. Then it is onto Versarien (VRS) and Supply@ME Capital (SYME).
I start with the economy and the idea of Michael Gove and Boris Johnson that somehow FDR shows us the way out of this mess they have created. Sure,conscript all the snowflakes, after they have finished their degrees in media and gender studies and send them to invade Albania. It sort of worked in 1939. Seriously, this is more madness. Then I look at the nature of fraud and our failure to tackle it ref Wirecast, Blur and auditor EY now being sued by 1,000 cockwomble investors who "thought they knew better."
Here are six long reads that have nothing to do with shares. Put the kettle on, find a comfy chair. You have the time, don't you?
The last podcast recorded with the audience of my father for a few days sees a few comments on how he yearns for the socialist paradise of Albania in the good old days. Whatever. I look at Nostra Terra (NTOG) and what it must do and another bear point for Avanti Communications (AVN) I had overlooked, at FastForward (FFWD) and why it is such a dog with fleas and at broken business models in both new media and the European Banks. The truth is that the Emperor's New Clothes, in both cases, really are not that impressive.
Yesterday, the fascist bully boys at PR firm Citigate Dewe Rogerson gave three different reasons for not answering a simple question about their client Fastjet (FJET). The real reason is that the answer shows that Fastjet is heading towards insolvency and needs a placing PDQ. More on that later, I have a full answer to come. Citigate tried to distract attention by claiming that I had libelled an employee by not describing her as a genius and, worse, had engaged in a racial slur by hinting she may be Greek. I think that says a lot about how senior staffers at Citigate view the bubbles for my views on and links to Greece are well known...
It I all very well sitting in my garage in Bristol or in the Greek Hovel writing about companies but it would be fascinating to actually go visit a few of them on the ground with a video camera in hand to report from the coalface. Right now that is not an option for personal reasons you know too well but next year I’ll need to clear my head and already two road trips are sort of planned.