"Hello. In occasional previous commentaries you have supplied some 3rd party letters which I have found particularly interesting, namely (1) Investment Research of Cambridge World Investment Strategy and (2) Global Thematic Investors Shareholder Letter. I wondered if you still receive these?"

David Fuller's view Eoin and I like to include good, original research from outside contributors. Most are Fullermoney subscribers and give us permission to post their reports. The first letter you mention is written by Robin Griffiths, who when I last heard had taken a lengthy break to sail around the world. Global Thematic Investors is written by Iain Little and Bruce Albrecht, and we also look forward to their next issue.