Occupation: Fund Manager

Interests: European Markets, International Stocks, Stocks, US Market

Location: At Home

About Me:

A Portfolio Manager with over 15 years experience. Currently looking for a job (please email me if you think I could help your organisation). When not ferrying the kids around or in the veg patch I love analysing shares and taking positions on both the long and the short side. I look for value situations, especially net-nets and undervalued compounders. I believe good / bad management has a massive impact on the outcomes for shareholders. I would not rather do any other job. Email me if you have any interesting ideas that fit into my criteria.

Investment Strategy
I trade... a few times per year
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk
Bottom up investor who combines a core of quality high return shares with more opportunistic purchases of value / out of favour companies where I feel the market is being too short term. Mainly a UK investor but I have also invested in European and US situations.

VegPatch's Latest Blogs

IG Design announced the acquisition of Biscay Greetings Ltd Pty for AUD$9m or £5.5m. the Biscay website "Biscay Greetings Pty Ltd commenced operations in 1971We pride ourselves on being one of the leading card companies in Australia.The vast majority of our products are manufactured locally.Our customer service and commitment is of the highest quality.Biscays comprehensive range of products are outstanding value, and best prices.We have…

SafeCharge's numbers were mixed today and maybe that is at the kind end of the spectrum.The company has grown transaction volumes considerably, up 30% . That's good as SafeCharge earns its money as it charges a fee per transaction, the fee level depends however on the whether they are just connecting the client to the banks, known as "connect" or routing the money back to…

I had an email passed on to me by an investor friend from John Yuncza, CFO at Somero. John was happy for it to be circulated as Somero has already updated its broker Finn Cap."I can confirm all Somero employees and the families are safe, and there was no damage to the Somero headquarters. This storm will not impact our business as we are managing…

Bovis Homes – grasping the nettle 1050p     Mkt Cap  £1.4bn Bovis Homes unveiled a new financial plan in its interim results today. The new CEO Greg Fitzgerald, formerly the CEO of Galliford Try, who was appointed in April 2017 has acted decisively and its implementing a new plan. The essence is to shrink the business in terms of its operating units, get more control over…

Its not fashionable to like Provident Financial. After all what is does is definitely at the usurious end of the spectrum: lending on an unsecured basis to consumers with dubious or no credit history. For this service it charges a premium rate of interest often in excess of 50% PA. (although it doesnt tend to lend Wonga style at thousands of percent due to more…

VegPatch's Latest Comments

i was hoping Paul would make one of his miraculous 4am comments on the acquisition. But alas no Its Friday so i know Graham does most of the deep thinking today. but one can hope Paul.... Paul...

should create some competitive tension "Deltic will in due course publish its own profit forecast and a quantified financial benefits statement in respect of a merger, the timing of which will be dictated by the publication of Revolution's full year results, which are expected on 3rd October, 2017. In parallel it continues to evaluate a possible cash offer for the entire issued and to be…

Hi Paul I would be interested to see if your views on the IG Design acquisition concurred with mine? VegPatch

Paul, Just remember to write the ideas down as you go along. There is nothing worse than discussing an undiscovered gem and forgetting it the next day. You then get busy and forget all about following it up with the person that told you. Enjoy the lunch, VegPatch

hmm, weird concept. You have a competitor. They are amongst the market leaders. You rubbish them publicly and put a short on. Maybe the business isnt going as well as they hoped so this is a marketing gimmick and they may make money from the short.? Cant remember price disrupters like Admiral or Airbnb being so disparaging about their competition. As an aside my business…

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