July 2013: Invest Like Buffett – published in Share Magazine
This article sets out the core tenets of value investing, shows that there is clear evidence for its long-term success and explains the behavioural reasons why it cannot often be applied within the mainstream investment world.
May 2013: Insights from London Value Investor Conference
This article by small-cap investor and Investors Chronicle writer Paul Scott was written about our presentation at the 2013 London value Investor Conference, which covered the investment case for Cisco and J Smart.
May 2013: Simon’s observations from Berkshire Hathaway meeting in Omaha
Simon’s notes from Omaha are included in this compendium of investors observations from the Berkshire Hathaway annual meeting in Omaha.
Feb 2013: Metropolis Capital Letter to the Board of Dell Inc
This letter was sent to the Board of Dell Inc in response the take-private transaction, proposed by Michael Dell and Silver Lake Partners.In this letter, we set out some of the detail behind our conviction that the deal significantly undervalues the company and is a very poor deal for long-term shareholders like our fund.