Gave a speech (no slides) for Westpac yesterday in Auckland. The Aussie-based bank was #100 in market cap in the world a few months ago. Now it's the world's #8.
FYI: Westpac is the same bank it was a few months ago—no acquisitions or other forms of expansion. Westpac didn't grow; the others have shrunk or evaporated.
Before blogging became all the rage, Tom was posting book reviews and Observations (essentially early blog posts) to this site. You can find the archives below.
What we're talking about
on the front page.