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Hi all, Seems the market has shifted to me, most good news is being marked down, bad news is hammered. Only exceptional news seems to move the price. I’ve been stopped out more times this month than for years. Lots of studies show small cap weakness before a large correction, is thus just noise or not? My cash, not just from stopped positions is large,…

GAME Digital (LON:GMD) is now trading at less than its cash and although cash increases after xmas the SP seems to have fallen too low. Famous last words of course with the CFO resigning but he is staying on for 3 months. Paul Scott's positive points here are still valid and the annual report is clear they are repositioning themselves for esports (already huge and…

Hi, from the reg news section, a lot of significant shareholders selling over last two months, any views?

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Thanks Paul for your excellent write up on Ted Baker (LON:TED), not a bargain at all.

Hi Paul, Any comment on Ted Baker, currently off 35%!! and down 75% ish for the year. Is this oversold, my it has to be a bargain voice is speaking to me but I avoid all retail, as it's just not for me but I like Ted Baker clothes, the brand, the model of shops online and only discounting in their own shops. Oversold?

Hi Gromley, I've been thinking similar, and I think what would make this very useful is if Ed & co would consider making this a sticky thread, and I can't think of anything more appropriate than a directory of useful links.This may well lead to 'why not this & that a sticky thread' well why not have that debate but for me this would probably…

Hi Matylda, I also own Kape Technologies (LON:KAPE) and this seems very undervalued to me, suite of security products, growing subscriptions of 1m+, mostly recurring revenue with high retention, inside a structural growth industry. They have cash, IP, and an excellent marketing machine as that was part of the core business before all the privacy solutions. So why unloved, are the institutions totally put off…

Hi Davidjhill, Thanks for that info, where do you find that information, ie opening prices & traded volume?

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