Interests: Emerging Markets, European Markets, Gold, International Stocks, Property, Stocks, US Market
uk value trading (PYAD) & finding bubbles to invest in (Soros) .... probably polar opposites but that may help me along the very steep learning curve I am on.
You got this out early, Paul. Thanks, great work. Boohoo.Com (LON:BOO)
Paul I see 3 major negatives with Crawshaw (LON:CRAW) 1. "in line with management expectations" as opposed to "with market expectations" - in the comments from CRAW - are a red flag for me. In this case as with Lakehouse (LON:LAKE) it seems to invariably mean a loss (I'd welcome any examples to the contrary). 2. Whereas I freely accept your greater knowledge, Paul, when…
I would encourage you consider starting something again on Value Trading. I understand that activity is probably too limited for a monthly - TDL type - newsletter but I reckon there would be a market for something along the lines of the series of articles you have done at the Fool. Perhaps here on Stockopedia.
Stephen I am a 'fan' of both your HYP & PYAD approaches. Whereas there appears to be ample opportunity to follow the HYP approach (TDL, ongoing discussions such as this one), there is little or none on the PYAD approach. Is there somewhere where you publicly discuss the PYAD approach, a similar newsletter to TDL or what you did for a time after TDL launch…
PaulVery interesting comment on an 'ideal turnaround' situation:"Ideal situations are where there is perhaps one problem division within a group, but all other parts of the group are trading well. A good example of this is Avesco (LON:AVS)"This also seems to describe OMG well; their OMGLife division being perennially loss making but now being worked on (a combination it seems to me of selling part…
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