Registered:
11/04/13
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Real Name: Paul Lavin

Occupation: Entrepreneur, Fund Manager

Interests: Asian Markets, Commodities, Economics, Emerging Markets, European Markets, Funds, Geopolitics, Hedge Funds, International Stocks, Stocks, US Market

Location: UK

Twitter: @mojomogoz

Fantasy Fund: mojo cap mismanagement

About Me:

Looking for good stocks to own for the long term. Cash is king, valuation is your friend, the capital cycle drives fitness for most. Growth can be delightful but ephemeral. Look for hidden optionality and don't follow the crowd. The trend can be the trap.

Chartered Financial Analyst (CFA Institute)




Lavinit's Latest Blogs

https://youtu.be/JlMIzAl_nDo Hello On recent poor trading update a bit of SCVR chat got going on UP Global Sourcing Holdings (LON:UPGS) a 2017 IPO. The negative turn to trading first flagged in Sept 2017 has pummelled the price from over 200p to below 40p. Another crap IPO. Right price for some bottom fishing or just rotten stink? On the recent plunge I decided to buy some…

Hello I wrote a response to an interesting discussion re general UK stock debt level kicked off by kalkanite (https://www.stockopedia.com/content/the-mass-misallocation-of-capital-303808/?submitted=15#15). I'm interested in AA views so have copied and pasted here for anyone else interested in AA. Here goes.... AA has been on my radar since latter part of 2017. My work on it is really light so far so not very informed and interested…

The end is nigh! You know this right? Particularly if you sell soft furnishings to beleaguered lower income Brits. No brainer...to think otherwise makes you fo shiz a few tablespoons short of a teaspoon. Well baton down and button up... SCS (LON:SCS) is a great stock and company. Yes, I mean Tony the Tiger grrrrrreat! Its not in the most glam sector and it ain't…

RM (LON:RM.) is a transforming business. The process seems to me going well. I've owned the stock for near 2 years and it has not been comfortable. It's basically two businesses, one dying and one doing well in pretty tough environment. The dying is hardware and physical IT related stuff for schools. The living is software and related curriculum and exam services. Dying bit has…

Update - Tanzanian parliament passes new natural resource laws "enabling renegotiation of mining contracts" https://www.bloomberg.com/news... This is all expected. I would parallel what's going on here with what happens when, say, a regulator announces something wrong happened or its unhappy with something. Great uncertainty is created, a lot of people run away as it is uncertainty rather than 'risk' and a period of angst follows…



Lavinit's Latest Comments

UP Global Sourcing Holdings (LON:UPGS) brands seem to be quite well represented in B&M stores still. I can't benchmark the volume of representation compared to x mths/yrs ago. Perhaps Goodman have replaced them on bigger ticket electricals - dunno. I notice Sainsbury have been carrying things like hoovers from UPGS. Beldray is their biggest inhouse home items. B&M ain't carry many electrical items from Beldray…

Copying over my comment from today's small cap report: Hello. I wrote this on UP Global Sourcing Holdings (LON:UPGS) after it warned last time: https://www.stockopedia.com/content/oops-upgs-ide-your-head-327743/ I bought in on the fall. I feared I might have rushed a bit but reading the available info and trying to understand their model it seemed a fairly simple (and well managed business). To me it appeared to become…

Hello. I wrote this on UP Global Sourcing Holdings (LON:UPGS) after it warned last time: https://www.stockopedia.com/content/oops-upgs-ide-your-head-327743/ I bought in on the fall. I feared I might have rushed a bit but reading the available info and trying to understand their model it seemed a fairly simple (and well managed business). To me it appeared to become very cheap relative to potential earnings and cash-flow. I…

Hello Gromley and other N Brown (LON:BWNG) commentators... I looked at this stock about 5 yrs ago and passed as thought it was subprime finance company disguised as a retailer. Credit to D&Es for low value retail is the most subprime of subprime. Note, pre FCA regulation of payday lending all the fly-by-night operators would use this sort of retail/catalogue credit data or credit for…

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