Wed 10:36pm


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.


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

Web Address:

Address: PO Box 62

Tel: 020-8467-2686

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Marben100's Latest Blogs

I normally post most of my trades to my Twitter feed, for those interested in what I've been doing, investment-wise. On Friday, I tweeted that I was too busy reacting to events to be able to tweet all my trades and that I would do a consolidated post about what I had done, so this is that post...My view on what is likely to happenAll…

As many Stockopedia readers will know, ShareSoc is the UK's leading not-for-profit organisation representing the interests of UK Individual Shareholders. We are most grateful for Stockpedia's support, since our launch in 2011 and are happy to endorse the good work that the Stockopedia team do.Since our launch, most of the work entailed in ShareSoc's day-today running has been done by a group of unpaid volunteers,…

"Never average down" is an old trading maxim (as illustrated by the linked article), but is it a correct one?Contrary to the article, I do quite frequently "average down"... however, I don't see it that way and, as with many maxims, there is grain of truth, which I will try to elucidate in this short article.Let's consider what "averaging down" means: it implies that the …

I was flattered by the feedback I received at our last investor Masterclass, in July, so I'm pleased to be able to announce our next one. It starts at 5pm on the 4th November 2015, with registration and pre-event drinks served from 4:30 pm. The main part of the event finishes by 8pm. It will be held at the offices of IG Group in the…

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…

Marben100's Latest Comments

TMFMayne: I am in a very atypical situation, in that I will be a cash buyer. That applies to very few others. I do not intend to use debt to repurchase a property (which I previously sold in 2014).You could be right about HB's now being bargains, which is why I have not sold my holdings, but I also feel it is risky for me…

I see that Osborne has confirmed my thoughts on business investment/hiring and the consequent impact on the public finances, this morning:: 'However, he identified a number of challenges ahead and said it is evident some firms continue to pause decisions to invest or hire. "This will have an impact on the economy and public finances," he added.'No wonder that the Brexit campaigners are rowing back…

Well, FWIW, I hope I am wrong, but fear otherwise. Nothing to do with defeatism. Time will tell who was lying & spreading unnecessary scare stories,. You've certainly come out with a fair few scare stories of your own there.

I was about to go to bed, but sleeping will be difficult now, so I'd rather get this out of my system.Up till now I have not expressed my deep fears concerns the consequences of a leave result, because they would have been derided as "fear mongering". Perhaps I should have done. If the result does turn out to be leave not only do I…

I won't give advice, but say what I am doing:For me, trying to predict a) what the result will be; and b) how the market will react seems futile. As an investor, I prefer to ride it out but at all times I keep a certain level of cash aside to be able to take advantage of bargains, should they arise. At present this is…

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