Here's the keynote presentation by Stephen English, given at Mello May 19. It covers the retail lifecycle, including Domino's Pizza (LON:DOM), and Shoe Zone (LON:SHOE); characteristics to look for in a buy and build strategy, citing Restore (LON:RST), the Gartner hype cycle, plus other helpful insights.
Incredibly entertaining, with some great wisdom. Highly recommended.
c. 40 minutes
About Stephen English BA(Hons), CFA Chartered FCSI
Investment Director – Head of AIM stocks, Blankstone Sington
Stephen joined Blankston Sington in 2002 and works as an analyst generating research and investment recommendations across large and mid-cap companies as well as collective investment funds. Stephen is also responsible for selecting stocks in the Inheritance Tax Portfolio, comprised of AIM listed companies, which has been successfully managed since its inception in 2010.
Stephen is a Chartered Fellow of the Chartered Institute for Securities & Investment (FSCI) and also holds the Chartered Financial Analyst® designation (CFA®). The CFA® designation is globally recognised and attests to a holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
https://www.blankstonesington.co.uk/
I watched your other videos on Stephen English, he's quite an impressive investor, definitely an impressive speaker
at about 29 mins into that video he talks about a trading strategy, invest when a company is finishing big capex investments and free cash flow is starting to rise. However I'm struggling to put a screen together to search for companies which meet that. If anyone figures it out how to let me know
this is best i came up with
