Corfe Capital

Portfilio Update October

“Having cash in reserve gives you the ability to act when others can’t — and that’s often when the best opportunities appear.” - Howard Marks (Oaktree…

Nov 5 • 

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The Greek Bailout: The Crisis That Changed Europe

Fifteen years on, Greece’s bailout still casts a long shadow, not just over Athens, but over the very idea of how Europe handles crisis.

Nov 1 • 

Corfe Capital

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October 2025

B&M FY26 Guidance Change

A £7m accounting slip and a sudden CFO exit test investor confidence in one of Britain’s most disciplined retailers

Oct 21 • 

Corfe Capital

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Boom or Bust: The Battle for Safe-Haven Supremacy

Bitcoin is a technological tour de force - Bill Gates

Oct 4 • 

Corfe Capital

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Portfolio Update September 2025

"If you have a company’s latest annual report and its current share price you have all the information you need to invest profitably" — Phil Oakley

Oct 2 • 

Corfe Capital

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September 2025

42% Crash in a Day — Is WHSmith a Steal or a Disaster?

Dear reader,

Sep 13 • 

Corfe Capital

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Is the UK Heading for an IMF Bailout?

Dear reader,

Sep 6 • 

Corfe Capital

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Portfolio Update August 2025

Focus on value because most investors focus on outlooks and trends.

Sep 2 • 

Corfe Capital

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August 2025

UK Housebuilders: Bargain or Bottomless Pit?

UK housebuilder shares have crashed up to 50% in a year. Yields are soaring, but are these bargains — or classic value traps?

Aug 28 • 

Corfe Capital

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July 2025

Portfolio Update July 2025

The intelligent investor is a realist who sells to optimists and buys from pessimists

Jul 31 • 

Corfe Capital

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Bitcoin vs the World

Loved, Hated, Ignored—But Never Matched

Jul 26 • 

Corfe Capital

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Mony Group (LON:MONY)

A closer look at the business behind MoneySuperMarket and MoneySavingExpert—and why it might be worth adding to your portfolio

Jul 24 • 

Corfe Capital

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