Fri 7:58am


Occupation: Private Investor

Fantasy Fund: HHRCLIM

About Me:

I started investing in 1994.

Although I use Stockopedia to check a few key metrics I am primarily a 'big picture story' type of investor - I am not good at analysing accounts in detail.

I try to invest for the super long term (ideally indefinitely) and I am looking for companies with excellent market trends or outstanding management.

Investment Strategy

HHR's Latest Comments

Yesterday Telit Communications (LON:TCM) confirmed the sale of it's automotive division for $105m - that price represents an impressive 5 year annual compound gain of 62% on the $9m tcm paid for the business in December 2013. The automotive division was sold on a 2017 price to sales ratio of 1.67. Applying the same multiple to the remaining non-automotive tcm business (with the net cash…

$tsla finally goes "style neutral" on the Stock Report - whoopeeee

I've been thinking about yesterdays Sopheon (LON:SPE) update a bit more and I am a little bit happier with it. I think perhaps the disappointing top line is disguised by the progress on recurring revenue (announced as up 22.5% yesterday). I looked at the 2018 interims this morning which are slightly ambiguous. On the one hand spe said it had added $0.6m of saas contracts…

I hold Sopheon (LON:SPE) and I am disappointed with this update and the previous one too. In an interview on Proactive investors dated 12/4/18 Andy Michuda commented on prospective 2018 revenue growth. He said that 2018 would 'continue the run rate of growth [compared to 2017] if not exceed it'. Spe achieved 22.8% growth in 2017 and at the 2018 interims Andy's prediction seemed on…

According to the met office ( "The provisional UK mean temperature [for November] was 7.3 °C, which is 1.1 °C above the 1981-2010 long-term average."

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