Registered:
29/10/08
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345

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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

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Marben100's Latest Blogs

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…

A place to discuss usage, moderation policies etc of the Stocko-hub:http://www.stockopedia.com/content/stocko-hub-68418/  I can incorporate any agreed rules, after debate here, in the header of the main Stocko-hub thread.



Marben100's Latest Comments

Finally catching up with everything that happened whilst I was at Mello2014 and the aftermath.I note that one of my deep underwater natural resources holdings, Baker Steel Resources Trust (LON:BSRT) , made an interesting announcement.BSRT is an investment trust that invests mainly in unlisted mining companies - hard to think of a more contrarian play at present!Looks like they're massively expanding the trust, I guess…

Just for the record, I'd just like to state that the type of rebalancing strategy described is very much the one I adopt to manage my own portfolio. I don't rebalance at set times, but when any given holding goes sufficiently above or below my target weight. I.E. far enough below or above that the rebalancing amount exceeds my minimum buy/sell quantum, which is about…

Hi Damien,Yes, I will give advance warning of which company we'll be looking at... I'm thinking a good format might be two general investment topics (as at Mello2014, but perhaps in a little more depth), followed by a break and then a session dedicated to evaluating the company and finally general Q&A.The reason I thought making annual reports available would be useful is that panellists…

Hi Damian,Look forward to our next meeting too... I failed miserably at the following night's impromptu tourney! But it was only fair that David S. did for me on that occasion. :0)I like your idea of having the panel (& audience) dissect a company, as one of the features of the Masterclass. I guess I should arrange to have annual reports available for audience members,…

Hi Damian,Great to meet you at Mello2014 and thanks for a super write-up, which gives an excellent flavour of the event: it was truly intense.I am so pleased you enjoyed the ShareSoc Investor Masterclass, which I organised and presented. I am planning to make this a regular event for ShareSoc, held on a quarterly basis in London. The one at Mello2014 was a bit of…

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