Just back from London. Quick trip but we made it to the Cotswolds and it was amazing. Stayed at this great country estate called the Calcot Manor. I really recommend it. Weather was just ok but all in all a really nice trip. However when I tried to reward myself for my austerity compliant non-upgradable flights, a lot of things in London were actually sold out. Explains why all the luxury stocks are doing so well.
Speaking of sold out, my quest for an iPad 3 remains elusive. Frustrating for me but great for Apple shareholders. Incidentally good news for Apple holders doesn't end there. Company has announced a share buyback and dividend. I met up with one very happy holder to celebrate yesterday, but also celebrated the success of our other friend Yen and her latest venture Reis Gallery. Yen is in town promoting an artist named Raphael Mazzucco and I learned a ton about contemporary art yesterday. Really wish I knew a lot more about art as it does seem like an interesting asset class. Unfortunately I don't, so I'm going to focus my energy on things I can understand. Right now it's US Banks and Global luxury companies. Oh..and of course getting my iPad 3. Think you all know my views on Apple.
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