Good morning from Paul and Graham!

Charity challenge - Our friend Damian Cannon, who many investors will know as the presenter of the StockSlam evenings, and all round lovely chap,  is doing a truly remarkable challenge for a very worthwhile charity. He's going to run up to the top of a city skyscraper, then cross to the gherkin on a zip wire! I feel bilious even thinking about it. Anyway, if you can bung his charity, Tommy's, which helps research and support re miscarriages, a few quid, I know he'd be very grateful. Link here to his donating page.

I thoroughly enjoyed Mello Chiswick, and was one of the last to leave when they closed the bar at nearly midnight. It was terrific to meet up with lots of investor friends, and meet new ones, many/most being Stockopedia subscribers. What struck me is how everyone has their own distinctive approach, and many of the people I spoke to are obviously very shrewd indeed. So overall I had some fascinating chats with some lovely people! I do hope physical investor events continue, as it would be such a shame to lose everything to online.

Talking of which, Mello has an online only third day today, starting at 1pm, with some very interesting speakers that I'm looking forward to hearing from. I find there's always at least one key point from almost every investor talk that gives me an insight, so I lap up these type of things, and podcasts.

I did my quarterly catch-up on Monday with Paul Hill, which you might find of interest. I think 1 (Watkin Jones), maybe 2 (Portmeirion?) of the companies mentioned issued profit warnings the next day, which must be a new record! Very difficult markets at the moment, for sure.

Explanatory notes -

A quick reminder that we don’t recommend any stocks. We aim to review trading updates & results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take & nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment.

We stick to companies that have issued news on the day,…

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