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Showing posts from April, 2026

Things are fine -- at least for us!

I have not posted in more than six weeks, mainly because I have no insights to add.  Things in the UK are deteriorating rather quickly, and I am finally impressed with our Prime Minister who seems to have finally found parts of his backbone…  Things on the farm are unchanged, as I said a number of times we are largely unaffected by the moods and changes of the nation, the reality of our business model.   In terms of timing, 2025 we decided with our investment partners to restrict capital expenses on our various businesses, first because the new injections were massive, several of our businesses, if they were to grow further, had to undertake substantial investments, we were by some coincidence at a inflection point for several businesses.   Neither us or our partners were keen on moving ahead, especially with the political and economic challenges.   Boy are we glad to decide to pause our investments now. It would be a huge lie to say that we "knew...