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Real Name: Damian Cannon

Occupation: Private Investor

Interests: European Markets, Gold, Hedge Funds, Stocks

Location: London

Twitter: @RandomAmbler

Fantasy Fund: StockoHYP Large Cap

About Me:

Ex-rocket scientist, computer programmer, urban cyclist, calmer parenting advocate, high yield investor, yoga apprentice, genealogist and explorer of the outer bounds

Investment Strategy
I trade... a few times per year
I tend to buy... according to my system
I hold for... years
I invest with... <£500k
Diversification is ... essential to reduce risk
To sort the wheat from the chaff and not make gut decisions.


Thoughts on analysis and investing

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Damian Cannon's Latest Blogs

It's been quite a gap since my last seminar, over the summer, and I've missed meeting some directors in the flesh. Fortunately this Autumnal get-together gave me the opportunity to meet "something old, something new, something with borrowings and something that investors hope will turn blue". Ahem, on with the report. Bioventix (BVXP) I last saw Peter Harrison, CEO of Bioventix, present 18 months ago…

Well this proved to be an unexpectedly busy month; perhaps my most active of the year. This could just be a reaction to an indolent August but it seems to me that a number of interesting opportunities popped up in the month and I couldn't resist taking a few of them on-board. In addition a few of my holdings disappointed and, for various reasons, I…

As expected August was a very quiet month on the investing front. Very few of my holdings reported any news and the market felt becalmed. Still that might just have been my perception since I spent most of the month in India and a very long way from any form of internet access. Actually, without wanting to get too worthy, witnessing widespread poverty on the…

This has been a profitable month and, if Twitter is any guide, I'm not the only one. Quite a few of my larger holdings have benefited from decent updates/results and I added a few starter positions in shares that I've been monitoring for a while. Whether or not it's the wrong time to reduce my cash buffer I don't know (on the basis that the…

After a very positive response to the very first StockSlam, in June, we decided to squeeze a second event in before everyone left for the summer. So last Thursday a predominantly new crowd assembled in Central London for ten short but interesting pitches. Personally I thought that all of the presenters did an excellent job getting their thoughts across in 5 minutes, or less, before…

Damian Cannon's Latest Comments

Couldn't agree more PortsmouthPirate and thanks for bringing this back to people's attention. Circumstantial it might be but the whole episode stinks to high heaven. I would agree that this share is uninvestable with the current management.

Yeah I'd be interested in thoughts on Softcat (LON:SCT) as well. Revenue and profits up, by circa 30%, with profits improving more than sales which is indicative of margin improvement. Then there's the cash generation and special dividend. What's not too like? Possibly the price is down because FY19 forecast is for limited growth? I don't see how this ties in with the reported strong…

"The lesson here is nothing goes up in a straight line unless you are Bernie Madoff" Or Patisserie Valerie it seems!

Sorry Orangetree but I don't think that this is one of your better reports. There's no doubt that Bioventix (LON:BVXP) looks somewhat expensive on a P/E ~25 when forecast growth is 3.8% for FY19 and 12.7% for FY20. However this misses that fact that these forecasts are dependent on 2 elements: 1) Sales/royalties from current antibodies: the level of revenue here is pretty stable with…

No problem jonno. I've also been shifting some funds around and have topped up Burford Capital (LON:BUR), XP Power (LON:XPP), Somero Enterprises Inc (LON:SOM) and B.P. Marsh & Partners (LON:BPM). To my mind these are all looking good value at current prices. Damian

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