Registered:
15/01/15
Seen:
2:31pm
Followers:
18

Comments
54

Interests: Economics, Stocks

Location: London

Fantasy Fund: Trigger14's Fund

About Me:

 I am a competition economist by day but also a keen private investor. I am a 'quality' investor - I try to invest in the best companies for the long term. I also try to exploit momentum.

I have recently started writing a blog to track my progress as an investor: Quality Share Surfer


Investment Strategy
I trade... monthly
I tend to buy... according to my system
I hold for... years
I invest with... <£500k
Diversification is ... essential to reduce risk
My strategy is focussed primarily on exploiting two complementary factors in combination: a) the tendency for high quality defensive compounders to outperform over time and b) the tendency of shares with momentum to continue to do well. You could call me a 'quality' investor. See more at my blog (link above)

Blog

 Quality Share Surfer is a quality investing blog

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Trigger14's Latest Comments

I don't think there will be a downgrade from NTproBNP. This would already be baked into the forecast as its been known about for years. I guess you mean that there could be downgrade from a delay to Troponin offsetting this loss of revenue. Possibly but I also think the forecasts are cautious on what the Troponin contribution would be when it does start and…

FYI Maynard Paton has written some good posts on Bioventix (LON:BVXP) on his blog for those interested in buying: http://maynardpaton.com/category/my-shares/bioventix/

OK thanks for that very gracious of you. I know exactly what you mean - I am quite the opposite of a value evangelist / momentum sceptic so mortified you mistook me for that! I think momentum is closest thing to the private investor's free lunchNo hard feelings :)

FYI a useful relevant article setting out difference between' reversion to mean' value and 'momentum' value investing: https://intrinsicinvesting.com/2016/03/08/quality-companies-vs-cheap-stocks/

I'm not sure if you really read my post before replying but you probably should have as your response is quite rude - patronising but totally misses the point. Perhaps you should take the 'opportunity here for you to learn something you didn't know before you read this thread'. As I said in my previous comment, there is a (weak) correlation with the momentum rank…



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