Keynes would have been proud of me.  I made my contribution to the upturn by buying a sofa and a rug.  I’d been meaning to do it for a long time but there are so many bargains out there – really good products currently undervalued and being sold off by anxious retailers.  Which brought me to thinking how many really good companies there are that are currently undervalued and being sold off by anxious investors.  Over the next few months we will see some real basement bargains.  But how do you distinguish between the good bargain and the company that deserves to die?  Too often buyers do financial due diligence but fail to do technology, service and team diligence.  I’m seeing this as a major gap in the market that Cavell can fill – just as soon as I get of this sofa.......

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