Registered:
11/02/16
Seen:
1:21pm
Followers:
0

Comments
21

Real Name: Mike Brenner

Occupation: Entrepreneur, Market Professional

Interests: Emerging Markets, Geopolitics, Property, Stocks

Location: Guildford, UK

Twitter: @MikeWBrenner

About Me:

Work in ecommerce across marketing, product and partnerships, with a background in technology start ups. Very curious and combine this with my sector insights to focus on areas and companies to invest.

Been a long time investment lurker and knowledge builder, but over last 3 years been managing SIPPs and ISAs for myself and family.

Learning lots (esp understanding balance sheets and bottom up valuation), am performing well, but much more to learn and refine with my approach :0)


Investment Strategy
I trade... monthly
I tend to buy... after much research
I hold for... years
I invest with... <£500k
Diversification is ... important, but not beyond 10 positions
Small caps and growth with a focus on quality and momentum. Identify companies with an unfair advantage, but that meet key financial metrics to minimise downside risk. Hold 15 or less shares in a concentrated portfolio so i invest in my best ideas. Strict rules to manage entry position Focus on investing more in the winners as they grow Plan to hold indefinitely unless simple rules to sell are triggered (e.g.profit warnings) Like to keep things simple!!


Piecesof8's Latest Comments

The other concern for Onthemarket should be PURP who will be doing similar national advertising to Rightmove, Zoopla and On the market encouraging people to go direct to their site. As PURP build scale its going to make it more expensive (TV, above the line and search key words spend) and more difficult (PURP and Rightmove are using a lot of sophisticated technology to support…

Nothing in any law stops google competing and creating a better experience for customers that saves them money and makes their lives easier ... it just has to get the balance of how it manages its search marketplace that potential competitors operate in better to manage the regulatory risk.

Hi peterthegreat - I agree. What google is waiting for are more suppliers (think PURP, REDFIN not the traditional estate agents) who have variable marketing budgets that can both scale and lean into online / mobile marketplaces. Once a critical scale is established then its a no brainer for them to look at it. The questions is always focus and can a segment specialist do…

A bit of a ramble but may be of interest when looking at Rightmove and Purplebricks (LON:PURP). I work in a different segment (travel) which has intermediaries offering the same type of service as Rightmove to aggregate content, compare prices and help customers make the choice on what they want before booking elsewhere (think Tripadvisor, Trivago, Skyscanner, Kayak etc ..). The difference is that in…

The Amazon entrance into Real Estate agent referral, would be a good thing for Purplebricks as they focus on the transactions and having another source of qualified traffic that they can lean into with their technology and marketing spend to optimise against (generally they do this better than competitors) opens up a greater customer acquisition opportunity. Note that Amazon tries lots of these initiatives to…



Piecesof8 Followers

Piecesof8 has 0 followers :


Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis