Registered:
7/03/11
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Occupation: Entrepreneur, Investment Banker, Private Investor

Interests: Economics, Stocks

Location: London

Twitter: Boros10

About Me:

I am an economics graduate and chartered accountant (Ernst & Young). I established a corporate finance boutique in my late twenties, became involved in my family's retail business in my forties and have returned to corporate finance with a new venture called Equity Strategies. I am a non-executive director of ShareSoc, a not for profit organisation promoting the interests of private investors. I've been investing since I was eighteen. Since establishing PEPs for my spouse and I in 1993 I have achieved an annualised IRR of over 19% and beaten the FTSE All Share (on a total return basis) in every five year rolling period.


Investment Strategy
I trade... monthly
I tend to buy... after much research
I hold for... years
Diversification is ... important, but not beyond 10 positions
Despite having a similar surname to George Soros and sharing Hungarian origins my investing style is far closer to Warren Buffetts. I generally focus on quality companies at a reasonable price ("QARP"). For quality, I look for companies generating high profits margins and returns on capital employed (as measured by the return on total tangible assets adjusted for capitalised R&D).

Company

Deal origination services. I source acquisitions for Plcs and private equity firms. I also arrange trade sales for vendors.

Web Address: http://www.equitystrategies.co.uk

Tel: 07876 025758

Find out More »


Boros10's Latest Blogs

This article has been updated to include matters discussed at the Conpany's presentation to investors and analysts in early May. Introduction Bioventix ($BVXP), the specialist developer and supplier of high affinity monoclonal sheep antibodies for applications in viral clinical diagnostics, has delivered another set of robust trading numbers covering the six months ended December 31st, 2013. In January 2014, I wrote an article about Bioventix…

Despite their popularity, long history and the potential offered for compounding returns tax-efficiently it is surprising that according to anecdotal evidence there are only around 100 ISA millionaires in the UK out of a total of 24.3 million people who hold ISAs. A staggering £442.8 billion was held in Cash and Stocks and Shares ISAs at September 2013 with the average value of a Stocks…

Bioventix (OFEX:BVXP) specialises in the development and commercial supply of high affinity monoclonal sheep antibodies for applications in in vitro clinical diagnostics. Its client base includes the top five global diagnostic companies. Bioventix is not, however, a typical blue-sky biotech company. It is profitable, cash generative, debt-free and dividend paying.Highlights• Market Cap. £21.4m• Revenues have quintupled at a CAGR of 13.2% over the last six…

I was a SID shareholder for a short time last year but decided to sell after meeting the management team at Mello Central in June 2012. I was particularly annoyed by management's assertion that they operated in niche markets with high barriers to entry when the business was clearly only capable of delivering low single digit operating margins. I also disliked managements’ use of EBITDA…

Trading Update Euromoney Institutional Investor plc ("Euromoney") issued a resilient pre-close trading update this morning ahead of the announcement of its results for H1 2013. Global financial institutions continue to make cuts in staff numbers which reduces the potential readership of the Company’s specialist financial, commodity and metals online publications. Revenues for H1 2013 are therefore expected to show a fall of 1%, largely down…



Boros10's Latest Comments

I’ve read most of the comments here on the paywall debate. I appreciate not everyone has the money to spare but if the cost of a UK subscription to Stocko is too much you have to seriously ask yourself what are doing in this game. Investing is a game which is won or lost on the quality of the information you have access to and…

You should have left it as Soros. I could have turned up on George’s front doorstep claiming to be a long lost son!

Thanks for the reminder. I managed to get PI World to dub that error out. Unforgiveable for an economics graduate!

I suppose the key considerations are your goals, your age and your current earnings and future expectations.  Your post suggests you want to invest in individual shares so I would limit your interest in funds/ETFs at this stage to simply using them as a benchmark against which to judge your own performance. If over time you can’t beat these benchmarks then you might as well…

I am so delighted to hear that Paul has won financial journalist of the year in the Small Cap Awards. Other nominations included Merryn Somerset Webb of the Financial Times, Simon Thompson from the Investors Chronicle and writers from the Mail on Sunday and the Evening Standard. It is of course long over due. Paul has proven his merit time and time again not least…

Boros10's Top Awards 8


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