Simon

Artificially Intelligent The main market event in February has been the decline in software and professional service companies amid concern that their business models will be disrupted by Artificial Intelligence (AI), perh…

I penned a brief portfolio update for February shareknowledge.blog/2026/02/27/a...

Churn City 2025 was a turbulent year that worked out well in the end. It began with a new Trump presidency, escalated to Liberation Day tariffs, became moderated by TACO negotiation and ended near fearful all…

My Annual Portfolio Review shareknowledge.blog/2026/01/01/c...

Ah, I missed that - good find 👍

Or, how about global house price index (inflation adjusted)?

Cocoa

You will be visited by three spirits…

Thanks for the feedback. I’m going to look at market timing, pound cost averaging etc. in a future article around year end

Adding Satellites Building a Compounding Machine: Part Two

The second part in the series of Building a Compounding Machine thecompoundingmachine.substack.com/p/adding-sat...

On a Dark Road to Who Knows Where After 3 months of endless kite flying, the UK budget was not as bad as many feared. But to paraphrase fellow private investor ‘topvest’, it will undoubtedly hinder the nation’s prosperity as we fol…

NEW ARTICLE: November’s Share Watch shareknowledge.blog/2025/11/29/o...

Laying Global Foundations Building a Compounding Machine: Part One

New Substack: Laying Global Foundations - Building a Compounding Machine: Part One thecompoundingmachine.substack.com/p/laying-glo...

What an absolutely bonkers first day

The Cheat Code How to Compound Returns on Autopilot

New substack post 👇
thecompoundingmachine.substack.com/p/the-cheat-...

Thanks for the feedback, it is a work in progress

Thanks Steve - the next article will be out before the end of this week

The Compounding Machine | Simon | Substack In Pursuit of Financial Independence. Click to read The Compounding Machine, by Simon, a Substack publication. Launched 3 days ago.

I started a new substack thecompoundingmachine.substack.com

Yes, it will be distributed to all the major platforms via RSS (you might need to search the RSS feed initially)

The Market Eye w e Friday 14 November 2025 YouTube video by Generating Alpha

NEW: I’m developing a new podcast idea called Market Eye. It is a summary of the key weekly news driving markets, a deeper dive into selected companies (usually those with earnings releases) and a summary of key news expected in the week ahead.
youtu.be/5l1GyqVwZhI

Warhammer is weird. That’s why it works Making sense of London’s latest blue-chip stock

Here at Alphaville we like writing about weird, surprisingly big or influential-in-an-interesting-way companies, eg Valve www.ft.com/content/f4a1... or Games Workshop www.ft.com/content/3692.... But what other odd companies/industries deserve a deep dive? Open to ideas.

The Summer Malaise It seems as though this year’s summer malaise could prove to be the calm before the storm, on both a UK and global level. In the UK we are faced with what might prove to be a sovereign debt crisis …

Published: My Share Watch article for August shareknowledge.blog/2025/08/30/t...

Robbing Hood Having filled an imaginary black hole with an increase to Employers’ National Insurance contributions, the addition of VAT on private school fees and the means testing of the winter fuel allowance,…

My Share Watch article for July shareknowledge.blog/2025/07/31/r...

For once I seem to have entered close to the bottom, locking in a 12% yield and now sitting on a 20% capital gain. Sometimes in this game, you just get lucky 🤷🏻‍♂️

✅ Maintaining the dividend for ~10% yield

Thank you for the feedback Denzil 🙏

I was thinking that when publishing the article and the honest answer is I don’t know (other than perhaps I was trying to catch momentum earlier than the Stockopedia ranking). I’m going to have a closer look at this over the weekend.

Big but not so Beautiful Who names a piece of legislation, The One Big Beautiful Bill? I’ll give you one guess and no, it’s not little Jackie from the kindergarten. It is of course the Trump administration’s budget reconci…

I have published my Q2 portfolio review (excluding Monday as I am taking next week off) shareknowledge.blog/2025/06/27/b...

Their immediate response seems to be shutting the Hormuz Strait. I imagine the oil price will see a significant rise.

Funnily enough James, I bought back into FSG this week as well. My previous sell was part of exiting all asset managers. I recently bought back into POLR and now a starter position in FSG - results Thursday iirc

You've been kidnapped a character from the last tv show you watched is trying to rescue you who is coming to save you.

Thanks Sue. I keep flirting with investment trusts to help even out dividends (quarterly) but then find myself reverting to individual equities as I’m more comfortable in that space.