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Real Name: Jack Brumby

Jack Brumby's Latest Blogs

Stockopedia’s High Flyers are high quality, high momentum, low value stocks with a history of beating estimates. Playing in this area of the stock market can be a high risk / high reward kind of game. This is where the stratospheric multi-baggers tend to hang out - right alongside potential Momentum Traps and Falling Stars. The giants of tomorrow can be found here. Newcastle-based pie…

Momentum is a powerful factor and there is a body of academic work out there that proves this across countries and time periods. One of these studies, “Analyst Forecasts and the Cross Section of European Stock Returns”, (McKnight and Todd, 2006) is the basis for Stockopedia’s Earnings Upgrades Momentum Screen, which has come to life in recent weeks.A number of new companies pass the following…

Football and the first billion-pound player Football is booming right now. You might have noticed. The amount of money being spent on young people that are good at kicking round things has grown exponentially over the past two decades. The £12.5m paid for Gianluca Vialli in 1992 (the year the Premier League began) through to the £200m shelled out for Neymar in 2017 represents a…

It was a winding up order that started it, presented to The Gazette on a quiet September’s day, where it sat for a month like a ticking time bomb. Not even the board of the company in question knew a countdown had started. This was not Act One of the Patisserie Holdings (LON:CAKE) fraud saga. Nobody knows how deep the rot goes, apart from the…

Seeing the elephant Focusing too much on operations and not enough on capital allocation can be dangerous. In his book, Shareholder Yield: A Better Approach to Dividend Investing, US author and investor Meb Faber tells the Indian parable of the blind men and the elephant. The curious group hears about a strange animal. They seek it out and each one inspects a different part of…

Jack Brumby's Latest Comments

That's a fair point. We're building this kind of functionality so it's in the works, and the period across which we have good financial data to test is growing all the time. I don't want to commit to anything as site dev is not what I do, but suffice to say we want to write the types of things you want to read, and we…

Thanks Jack, That's a fair point re. Facebook and the rest. My initial takeaway is that there's value in these assets but the fact that the value of the brand is ultimately tied to performance on the pitch just creates so much uncertainty... Liverpool's a case in point - before Man U they were the high profile brand and they could well return to that…

Sorry to hear that, Tony. This struck me while writing as well (again, with the benefit of hindsight), particularly when trying to track the LTIPs. Financial reporting quality, accounting complexity, transparency, and the degree of detail and disclosure in the footnotes are all very real aspects to consider. When I had previously looked at the accounts I just put their brevity down to a straightforward…

Hi Tradertimes82,It will take a while for the full story to come out, but I agree that white collar crime isn't punished adequately and you're absolutely right to point out the reputational damage it causes to the stock market and equities as an asset class.I still think it bears repeating that these things happen though, because they do happen and it is a risk to…

Hi ACounsell, thanks for the post.The LTIPs left me scratching me head. The company itself is still trying to figure out what's happened... You're right in assuming the data I got is from updates and company accounts. 1. Not sure! Commentary on the LTIP scheme was frustratingly sparse. This is from note 6 to the 2017 accounts: The number of options held according to these…

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