Fri 12:04pm


Real Name: Maynard Paton

Occupation: Private Investor

Twitter: @MaynardPaton

TMFMayn's Latest Comments

The performance of BMUS shows that I get a helluva lot more right than wrong. Nobody would read this blog if that were not the case. Here is a quick rundown on BMUS on a stock-by-stock basis. Essentially BMUS has held a total of 64 different shares in its lifetime, 37 of which have made money and 27 of which have lost money. The average…

From ASHM's latest City presentation, it does seem Emerging Market equities have generally traded at a discount to Developed Markets equities:The discount may have been narrower in the past, but the chart does not make it obvious the current discount is compelling when compared to certain times previously. Anyway, most of ASHM's AUM is in debt, bonds etc., and the associated relative-valuation charts in the…

ASHM"In terms of reasons why Ashmore might be worth further research, consider their view on emerging markets:"ASHM's view on Emerging Markets has been consistently upbeat (it wants to keep clients invested in its asset class after all). But such optimism has hardly tempted clients to come on board.Here are a few choice quotes from the 2011-2016 annual reports:2011Emerging markets equities valuations suggest the upcoming quarter…

It is interesting to compare RBG and CAKE. Last year RBG opened 5 sites (and presumably refurbished others) at a cost of £13m. This was funded from net cash flow from operations of £14m. RBG ended the year with 62 sites. Last year CAKE opened 21 sites (and presumably refurbished others) at a cost of £9m. This was funded from net cash flow from operations…

"So in October Paul thought WANdisco was a bargepole and in January, just 3 months later, he likes it enough to take a long position. Am I the only one who thinks that such a big change in sentiment comes across as fickle?"Stick around  for long enough and you will discover Paul trades in and out of shares all of the time. Judging by his…

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