Registered:
27/10/08
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Real Name: David Whitehouse

Occupation: Private Investor, Other

Interests: Asian Markets, Economics, Private Equity

Location: London

Twitter: @DBWLondon

Fantasy Fund: Monty9's Fund

About Me:

Chartered Accountant. CFO in a City trading and fund management company.  Previously part owned and ran small financial software company.  Involved in trade sales of that and similar companies an AIM IPO, a placing and 2 takeovers. Country manager for early 1990's derivatives system business in Japan and Hong Kong.


Investment Strategy
I trade... weekly
I tend to buy... on instinct
I hold for... a year
I invest with... <£500k
Diversification is ... important, but not beyond 10 positions

Private investor.  Conservative investment in relatively high risk investments with high upside.  Prepared to take a number of heavy losses to hold the occasional star.  Ideal holding period is until probate but normally between 2 weeks and 3 years.

Enjoy the freedom of being ableto deal on a whim but have historically done better following some basic research, particularly reading and evaluating the published accounts, and understanding the fundamental proposition of the business.

Typically overweight in technology stocks, prefer if cash positive.



Monty9's Latest Blogs

LRM have just announced their second contract win in 3 days. The latest is to provide its regulatory reporting software to Bank Leumi in New York and London. The previous one stated "... Lombard Risk has been awarded a contract to provide its REPORTER regulatory reporting software in Hong Kong and Singapore for a major wealth management banking subsidiary of a leading Asian bank with…

I have been greatly disappointed, though less surprised, by recent shrill criticism of the immorality of high earners arranging their affairs to minimise tax liabilities. Cameron too is guilty of supporting this mob morality - and he and his sidekick Osborne make the rules. One fears that the next step will inevitably be more poorly judged legislation to target the specific areas where too little…

Globo announced their Dec 2011 results yesterday. They were excellent but the market marked them down a tad; its hard to see why. My initial take on their current position is extremely positive, particularly for those who have some risk appetite where the upside is massive. This is not completely risk free but the underlying business looks to be of such quality the risk is…

A market cap under £50M, partnerships with many of the world's leading electronics companies,IP in one of the most interesting technologies that is gaining a foothold in major consumer markets. Seriously, a company like Samsung might place a value of at least £250M on this. Could fail, but has an equal chance of 10 bagging, or better, in the foresee-able IMHO. I'm in.

Regency Mines (LON:RGM) is a small company with a number of mining and exploration assets and a significant holding in Red Rock Resources (LON:RRR), which is valued at much of its own market cap. It appears to be on the brink of greatness. For value investors the rather complicated structure and limited access to the City PR machine have left the share price below a…



Monty9's Latest Comments

I also have a small holding in Creighton, in the hope any measurable success in its export markets would transform the company. It has roughly doubled over the last year so probably the result is in the price. It's very small so I doubt the results will generate a rapid response on the back of analysts upping target price and institutional buying. I was a…

"...we'd all still be down a mine working for Lord Blimp."Really?  that's like me saying this change will end up with us all enjoying the life of North Korea.What I fear may happen is this and other recent changes, adverse to the landlord, will gradually reduce the amount of rental property on the market to the detriment of renters as much as landlords.I am not…

The letting market is ugly, in particular the fees charged to tenants and landlords. Notwithstanding that I still hate to see the government of a supposedly free society telling parties how they may, or may not, arrange their business affairs. Given almost all profitable enterprise that benefits our lives to such an extraordinary extent developed from parties working freely together, I fear the unforeseen long…

Hear hear to Brexit. We are finally beginning to see an improving debate after the monotonous pro status quo propaganda the Beeb has shamefully been pedalling. I fear that as a nation we may still chicken out and vote to stay in but at least having Boris on side the arguments should get out there. In my view the EU has not yet seriously damaged…

Thank you for your comments above Paul, and yes, I am fuming! Around July 2014 I attended a presentation by CFHL at FinnCap and listened to Greg Mesch presenting the company. I came away with the impression that he had a good track record, a good business plan for the mid/long term. I also felt the project would be beneficial to the community at large.…

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