Django Davidson
Greater London, England, United Kingdom
1K followers
500+ connections
Greater London, England, United Kingdom
1K followers
500+ connections
About
Django Davidson is a Founding Partner of Hosking Partners. After leaving the University…
Activity
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We enjoyed this month’s 'Best Paperbacks' article in The Guardian, which featured Ed Conway’s book titled 'Material World'. Ed's book explains how…
We enjoyed this month’s 'Best Paperbacks' article in The Guardian, which featured Ed Conway’s book titled 'Material World'. Ed's book explains how…
Liked by Django Davidson
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The carnival dream team! Well played Team Dup 👏👏 Duppy’s 7th carnival building our brand through Europe’s largest street festival and the perfect…
The carnival dream team! Well played Team Dup 👏👏 Duppy’s 7th carnival building our brand through Europe’s largest street festival and the perfect…
Liked by Django Davidson
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Very excited to be in Stavanger for the ONS Energy conference this week. I'll be chairing an event on NATURAL RESOURCES at the Energy Hall at 14:00…
Very excited to be in Stavanger for the ONS Energy conference this week. I'll be chairing an event on NATURAL RESOURCES at the Energy Hall at 14:00…
Liked by Django Davidson
Experience
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Education
Publications
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Questor: buy this well-run brick firm – and get fantastically valuable land thrown in for nothing
The Daily Telegraph
See publicationA write-up of the Michelmersh Brick Holdings investment case quoting yours truly...
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Quality Compounders: An Outsiders Perspective
The London Value Investor conference
See publicationA speech at the LVC on a potential cognative bubble in so-called 'quality compounders'; branded packaged goods companies that have 'forgotten' their customers in the relentless quest for ever higher shareholder returns. The disruption these companies face from 'Great Product' new brands - who can distribute and gain access to customers via new technology - is substantial. A new era in consumer / brand relations?
More activity by Django
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100% of fund clients I've worked with were talented investors. Talent isn't enough to succeed. To build a successful fund, investment talent needs 2…
100% of fund clients I've worked with were talented investors. Talent isn't enough to succeed. To build a successful fund, investment talent needs 2…
Liked by Django Davidson
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With A-level results last week and GCSE results today, countless young people across the UK are thinking about the decisions they are making for…
With A-level results last week and GCSE results today, countless young people across the UK are thinking about the decisions they are making for…
Liked by Django Davidson
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I very much enjoyed my visit today to the AMR Workman Creek surface mine in WV with @AndyEidson (Alpha’s excellent CEO). Covering 6000 acres, it is…
I very much enjoyed my visit today to the AMR Workman Creek surface mine in WV with @AndyEidson (Alpha’s excellent CEO). Covering 6000 acres, it is…
Liked by Django Davidson
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For value investors, Japan has long been considered a value trap spanning over three decades. However, is the situation truly dire for patient…
For value investors, Japan has long been considered a value trap spanning over three decades. However, is the situation truly dire for patient…
Liked by Django Davidson
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Ever thought of emigrating or making a major life change? Here are 9 lessons I’ve learned, having done just that as a group of nine (with the pets)…
Ever thought of emigrating or making a major life change? Here are 9 lessons I’ve learned, having done just that as a group of nine (with the pets)…
Liked by Django Davidson
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Thanks to Boutique Collective Investments (BCIS) for the opportunity to present at another of their professional Wednesday webinars I present the…
Thanks to Boutique Collective Investments (BCIS) for the opportunity to present at another of their professional Wednesday webinars I present the…
Liked by Django Davidson
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No owner of $$$$$ ever handed over any amount to an investor based on numbers, facts or a set of data points. Everyone needs a story attached to…
No owner of $$$$$ ever handed over any amount to an investor based on numbers, facts or a set of data points. Everyone needs a story attached to…
Liked by Django Davidson
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Honoured to be invited to Team GB’s homecoming this evening. What a spectacular evening celebrating our athletes at the 2024 Paris games as well…
Honoured to be invited to Team GB’s homecoming this evening. What a spectacular evening celebrating our athletes at the 2024 Paris games as well…
Liked by Django Davidson
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🙌 Chuffed to pieces that the paperback edition of Material World has made it onto the Sunday Times bestseller list. Thank you to everyone who has…
🙌 Chuffed to pieces that the paperback edition of Material World has made it onto the Sunday Times bestseller list. Thank you to everyone who has…
Liked by Django Davidson
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Héroux-Devtek Enters into Definitive Agreement to be Acquired by Platinum Equity https://lnkd.in/gXtdwGw2
Héroux-Devtek Enters into Definitive Agreement to be Acquired by Platinum Equity https://lnkd.in/gXtdwGw2
Liked by Django Davidson
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