Registered:
1/09/14
Seen:
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Comments
386
Articles
136

Real Name: Jack Brumby

Occupation: Financial Writer

Twitter: @jpbrumby

About Me:

I'm looking for compounding investments.

I started off in Leisure - a part of the market I still love, but an area where stocks can appear "cheap" for years without going anywhere. It made me realise that valuation is only one part of the puzzle. 

Now I sift through a much broader universe of stocks in search of small, high quality operators with large addressable markets, strong and maintainable margins, and clear share price catalysts. 


Investment Strategy

When I think I've found a high growth company, I'm happy to hold for a long time. I keep a mix of QM and VM stocks that have clear earnings and share price catalysts to drive growth . Balance sheet health is important to me (either strong or rapidly improving), as are high returns, strong cash generation, and a company culture that values its shareholders.



Jack Brumby's Latest Blogs
43

Stock Pitch - Tremor (LON:TRMR)

Jack Brumby Mon 2:37pm
5
131

Small Cap Value Report (Tuesday 11 May 2021) - ULS, ANG, MGP, AIR

Jack Brumby 11th May
60
37

Stock Pitch - Water Intelligence (LON:WATR)

Jack Brumby 5th May
17
146

Small Cap Value Report (Monday 26th April 2021) - TSTL, LOK, MIND, STAF

Jack Brumby 26th Apr
47
49

Stock Pitch - Watches of Switzerland Group (LON:WOSG)

Jack Brumby 21st Apr
18


Jack Brumby's Latest Comments
11

re: Small Cap Value Report (Mon 17 May 2021) - DCTA, VLS

Jack Brumby Mon 9:55am
0
1

re: Small Cap Value Report (Tuesday 11 May 2021) - ULS, ANG, MGP

Jack Brumby 11th May
0
1

re: Stock Pitch - Water Intelligence (LON:WATR)

Jack Brumby 5th May
1
3

re: Small Cap Value Report (Weds 21 April 2021) - JOUL, 95% mortgages, CARR, AIR, SYS1, NEXS, HSP

Jack Brumby 26th Apr
0
0

re: Small Cap Value Report (Monday 26th April 2021) - TSTL, LOK, MIND

Jack Brumby 26th Apr
0
Jack Brumby's Top Awards 379

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