13th Sep


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Grishas's Latest Comments

Thanks, Paul. love reading your column! Will you be sharing your shopping list here at all?

Just wanted to say huge thank you to Paul - having read his November comment on BON I have agreed with reasoning and sold out of my position back in November. And very glad I did!

Hi Graham, re-reading this previous comment about GAW. The stock has come off a bit recently (and today), back to June-18 level. What would be the entry level for you for this company? Thanks!

Thanks, John. So you would basically just hold a high flyer until one day you get a profit warning and it drops? You would never try to pre-empt that by looking at some fundamentals and deciding its become too expensive?

Graham, thank you very much for the update on SPE (I am lucky holder). I have a follow up question which relates to high flyers more generally. When do you hold a high flyer, how do you decide at what point to sell it and cash in the profits before it runs out of steam? I have made this mistake with RMG, which has performed…

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