Registered:
21/05/15
Seen:
Sat 7:33am
Followers:
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Comments
259

Occupation: Company Director

Interests: Stocks

Location: United Kingdom

About Me:

Investor with over 30 years experience.

Former FTSE-250 CFO.

Working in insurance.




Target +15% IRR. (+19.7% IRR achieved 1 January 2015 - 31 July 2019).

  •    2015: +20.7%
  •    2016: +7.0% (rescued by a good December)
  •    2017: +34.5% (just one down month)
  •    2018: -1.2% (having been 16.8% up at end-July)
  •    2019: +32.2% (+18.7% in January - my best month ever)

Investment Strategy
I trade... monthly
I tend to buy... after much research
I hold for... years
I invest with... >£1m
Diversification is ... a hedge for ignorance
Long-term buy-and-hold investor. Focussed on fundamentals. Look to achieve competitive advantage through detailed analysis of selected small caps. Willing to take large positions (>20% of portfolio) in best ideas.


Effortless Cool's Latest Blogs

Stockopedia give an excellent summary of Macfarlane (LON:MACF) on their share page:"Macfarlane Group PLC is a United Kingdom-based company, which is engaged in designing, manufacturing and distribution of packaging products.The Company's segments include Packaging Distribution, which is engaged in distribution of packaging materials and supply of storage and warehousing services in the United Kingdom, and Manufacturing Operations, which is engaged in designing, manufacturing and supplying…

AO World (LON:AO.) is an online electrical retailer. It describes its mission as "to be the best electrical retailer in Europe. It may well be succeeding in that mission, claiming industry-leading scores on customer review websites and very high net promoter scores. The price of delivering that level of service, however, as I will set out below, is that is a loss-making business that seems…

Can anyone help with this? I'm trying to create a post with some charts in. I have saved the charts as pictures, but can't work out how to insert them into the post. I have actually done this successfully before, but can't remember how. I'm on a Mac using Safari.

Water Intelligence (LON:WATR) came to the Aim market in 2010, through a reverse takeover of Qonnectis plc. Its principle asset is the American Leak Detection (ALD) business, which it operates on both a franchisee and corporate-owned basis. Background As described in the 2010 prospectus: http://www.waterintelligence.c... “ALD focusses on the accurate, non-destructive detection of all types of leaks including hidden water and sewer leaks, together with…

Based on Paul Scott’s analysis of ABDP’s recent interim results and the ensuing discussion, there seems to be a poor understanding, even amongst savvy investors, of the methodology through which share-based payment costs are calculated and the appropriateness or otherwise of including them in earnings-based valuations.http://www.stockopedia.com/content/small-cap-value-report-tue-25-apr-2017-bltg-cpr-abdp-180864/ I was one of those confused investors, and the ABDP situation spurred me on to do some research to…



Effortless Cool's Latest Comments

Looks like the "close thread" button doesn't work either.

T Clarke (LON:CTO) is down pretty horribly on essentially "in line" results this morning. This is very frustrating, as CTO is a company executing its strategy to perfection. The worry for the market comes from its exposure to other, less successful businesses. Cash fell much more than I expected this period, due pretty much entirely to a large (£13.3m) increase in "amounts due from customers…

So it would seem, but it's worth 38 thumbs up apparently, so who are we to complain?

Sports Direct results were announced as delayed from 18 July to 26 July. That was confirmed in an RNS on 24 July. They're not out yet ....

Sports Direct results were announced as delayed from 18 July to 26 July. That was confirmed in an RNS on 24 July. They're not out yet ....

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