Lewis Robinson (@expectingvalue) 's Twitter Profile
Lewis Robinson

@expectingvalue

Small and micro cap investor. I try to know every investible company in the nether regions of the UK market. Manage and consult on investments

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linkhttp://lewissrobinson.com calendar_today18-07-2011 22:32:53

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Lewis Robinson
@expectingvalue

a year ago

Good piece on the (strikingly common) belief that all housebuilders can just dump their land, go capital light and jack up returns with no cost & risk Like many things, it worked great for the pioneer. Decades later - when every analyst is plugging it into Excel - it's different