Registered:
29/10/08
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Occupation: Private Investor

Interests: Asian Markets, Bonds, Commodities, Derivatives, Economics, Emerging Markets, European Markets, Funds, Geopolitics, Gold, Hedge Funds, Interest Rates, International Stocks, Oil, Private Equity, Property, Stocks, US Market

Twitter: @marben100

About Me:

I am a full-time private investor... with a little trading on the side (generally small-scale arbitrage in specialist niches).

Previously, I spent 24 years in the IT industry, 13 of those running my own IT services firm. I invested as a "hobby" for 20 years before turning it into a full-time occupation in 2004.

I really enjoy the "research" side of investing, finding out about varied businesses and industries and learning what makes them tick. Since going "full-time" I have learnt an awful lot from some very erudite investors & professionals who are kind enough to share their expertise in electronc forums such as this. I can now count a number of them as my friends, having had the opportunity to meet them in the real world, as well as this virtual one!

I try to pay back the debt I owe by sharing what I've learnt and I always value constructive criticism to correct my errors and misapprehensions!

I am a Director of ShareSoc, the UK organisation for individual shareholders. See below for details.

 

 


Investment Strategy

Value oriented - but taking account of growth. I always look for "cheap" stocks but adjust my definition of "cheap" to take account of conservative growth prospects. "Cheap" can also relate to asset value, as well as earnings/cashflow.


Website

ShareSoc is a not-for-profit campaigning organisation, promoting individual share ownership, fighting for shareholder rights and providing educational resources to investors.

Web Address: http://www.sharesoc.org/

Address: PO Box 62
Chislehurst
Kent
UNITED KINGDOM
BR7 5YB

Tel: 020-8467-2686

Find out More »


Marben100's Latest Blogs

The price of oil (and energy in general) is significant for all investors, not just those invested in oil companies, as energy costs are a key input to the economics of many businesses. Hence the recent sharp decline in prices will have widespread economic ramifications, not just the obvious impact it has already had on the share prices of businesses linked to the sector. A…

Greetings! I am preparing a course on behalf of ShareSoc, designed to help investors who are not very comfortable or familiar with the range of tools now available to them. Now, I appreciate that most readers here are already "web savvy" and this course will probably not be suitable for you. However, maybe you know someone who isn't quite "up to speed" and would welcome…

I have recently made a small investment in Ophir Energy (LON:OPHR) , thanks to @WShak1 alerting me to the price drop following the placing by early investors Och-Ziff and Mittal. As it turned out, this was shortly followed by a large rights issue, which I shall be happy to take up. Ophir has been on my radar for a while, as a highly successful explorer,…

Earlier this week, a very important article/study was reported on by Reuters, following on from the original press release from the University of Texas here.  I have been sceptical that shale gas is the panacea it's been touted as. My concern was whether the CAPEX required for drilling and fracking was economically justifiable, given the rapid decline rate of shale wells. Whilst such wells produce…

Inaugural ShareSoc Technology Company Seminar    ShareSoc is pleased to launch the first of a series of technology company focussed seminars exclusive to ShareSoc members. The event will take place on the 20th March 2013, in the City of London, commencing at 5:30 pm. Three companies will be presenting and answering your questions: Escher Group (LON:ESCH) : a developer of software for the postal industry. Deltex…



Marben100's Latest Comments

I'll also highlight an in-line trading update from Braemar Shipping Services (LON:BMS) this morning. Their yield of around 6.5% is attractive and reasonably well-supported by operating cashflows.This update is particularly encouraging in the light of the majority of their shipbroking business (apart from the tankers highlighted in the update) being at a cyclical low, with the Baltic Dry Index being at around 5 year lows.…

Thanks David. Don't forget: only 1 week to go for non-members of ShareSoc to claim their 6 month complimentary Full Membership of ShareSoc with a ticket purchase (or for Full Members to obtain their "earlybird" discount!).I'm pleased to say that this event is proving popular and seats are filling fast, so early booking is recommended!Look forward to seeing David, John Lee and lots of fellow…

For avoidance of doubt, Roger's views on shorting and anonymity on electronic media are his own, and not those of ShareSoc. He has tried to make this clear. Note that the OP is signed under Roger's name. Roger is the author of "the ShareSoc Deputy Chairman's blog", which is republished by Stockopedia. As a member of ShareSoc's board, I am most grateful for the amount…

Thanks for your support, Damian. I look forward to seeing you there, and will do my best to ensure that the event is top-notch - but my life is made easy by having the support of a first class panel. I'm sure we'll all learn something - and have a fun time!Looks like word is spreading far and wide: KingMcKong is coming down from Edinburgh…

Here is my personal view on this issue...Buying and selling doesn't have to be an "all or nothing" decision. I tend to look at it as an asset allocation issue and pose the question to myself: "how much of my portfolio do I wish to have in this one company"? When prices change sufficiently that the proportion invested in any given company deviates significantly from…

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