Photo of Wol
Photo of Wol


Private Investor, Other

  • Joined 18 Jan 2013
  • 1 post


Serious private investor, always keen to learn.

Investment strategy

Overall objective - to buy and hold companies with long term competitive advantages and strong economic moats. Target is to beat the market by 10%+ p.a.

  1. Sources of investing ideas (companies to research) - Twitter, Daily RNS's, Small Cap Value Report, Stock Ranks, Guru Screens

  1. Analysis against momentum criteria - Sharepad charts and total return figures

  1. Analysis against financial criteria using Stockopedia Stock Reports - financial health, quality, growth prospects, value (but happy to pay up for good companies)

  1. Check for safety - Small Cap Value report again

  1. Monitor regularly - results, news, share price momentum

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