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Real Name: Francis Wyburd

Location: London

Twitter: @whereyoustand

About Me:

I'm a marketing guy who advises firms on go-to-market strategy, mostly in B2B and technology. I do this at my consultancy Where You Stand Ltd

For the last three years, I have also been investing in listed (mostly small caps, some main market) and unlisted companies (mostly tech start-ups). I sometimes day trade but the majority of my holdings are long-term. 





Fwyburd's Latest Blogs

In mid October 2018 I invited SCVR readers to participate in my annual Investor Sentiment survey. The organisers of Mello London also invited the attendees of Mello Chiswick to take part.  By mid November, 167 people had responded so I closed the poll and presented the findings at Mello Chiswick yesterday.  The survey seeks to understand private investor behaviour and feelings about the markets they…

Last year, I ran a survey to understand investor sentiment about the market, what they invested in and how much they were 'in cash'. That report can be found here https://www.stockopedia.com/content/market-sentiment-report-december-2017-255323/ A SCVR reader suggested this would be a good time to run this again and compare how people feel and how this influences their asset allocation today versus last year. So I've set up…

Yesterday I attended this event at the Business Design Centre, London and thought readers might be interested in knowing some of the presentation points. For those who have never attended, it's a "Shares" magazine event, sponsored by Cenkos and AJ Bell which brings together retail investors with small caps. More detail here https://www.sharesmagazine.co.uk/events/event/growth-innovation-forum-2018. Small Caps consistently outperform the main indicesIt is believed they will become…

It dawned on me a while ago that investors have no real idea as to the true relationship firms they invest in have with customers. Why did customers buy? Who else did they consider or also buy. What's the likelihood they will continue to buy/buy more/stop buying.  For instance, take IQE (LON:IQE) ( I don't hold). I read recently that one of their customers decided…

On the 14th December, I invited readers of the Small Cap Value Report and  to share their thoughts about the markets they invested in.119 filled in the online survey which asked questions about what markets they invested in, how much capital they had to invest, what proportion of this was in cash today (vs 6 and 12 months ago) and what their market outlook was…



Fwyburd's Latest Comments

Many thanks for your analysis of GAME Digital (LON:GMD) Graham, much appreciated. I agree that the SP is tempting at this level, given the discount to cash, so I couldn't resist adding a few more to my modest holding yesterday. And great to hear your dog is better. A few years ago my Black Lab suddenly lost his appetite (unheard of for Labradors), was in…

Good morning Graham, I'd love to get your views on GAME Digital (LON:GMD) 's RNS today indicating that they are delisting from the main market and intend to list on AIM instead. Not often you see something like this happen so would welcome views. Cheers Francis (I'm a holder for my sins).

Re: AJ Bell I ran some research on Trading Platforms amongst this SCVR community a year ago. Investors considering their IPO might find this interesting. Have a look here to see how they rated vs other platforms https://www.stockopedia.com/content/quick-n-dirty-report-trading-platform-relative-satisfaction-249308/ Cheers Francis

Good morning Graham, It was great to finally meet you at Mello. And another request for Ramsdens Holdings (LON:RFX) please. Cheers Francis

Re Smartspace Software (LON:SMRT) I attended their presentation and came away underwhelmed. I used to work in this space a few years ago and know how customers buy technologies like this. The supply chain is complex, with manufacturers of hardware and software at one end, distributors and resellers in the middle and system integrators/consultants and architects at the other end selling/advising the customer. Companies fitting…

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