Registered:
11/04/13
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169

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

I've owned Vertu Motors (LON:VTU) for a couple of years now from low 40s. I believed this to be a well managed business with the ability to improve returns on capital as it digests and streamlines all the acquisitions it has made over time. But the virtue I saw I see no more. I feel that recent announcements from the company have been dissonant with…

I know that Boohoo.Com (LON:BOO) is a favourite of many on here and expected there to be a bit more chat on it after Q1 2019 update which I was looking forward to for my own enlightenment. I sold my Boohoo.Com (LON:BOO) shares on this announcement at 216p. I'd bought in for the first time late 2017 between 170p & 180p. A measly 20% ish…

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…



Lavinit's Latest Comments

Expect the unexpected Tomorrow’s surprise will not be 2008’s or 2000’s. Most important to know is that we have a routine for bailing out debt overextended and exhausted markets. We learned that in 2009-10 and Japan continues to burn the way The US needs a lot more $s to meet liabilities. This is unlikely to be good for its value (relative to RMB and prob…

Thanks for the accounting detour and discussion - I'm very happy for you to do more of this. FWIW my view is that investors should generally write off acquisition goodwill. That doesn't mean that acquisitions are always bad. There is just little likelihood that persistence in intangible value or valuation by management is correct. Generally intangibles should be given much less value by investors than…

Hello handybrownone, what do you mean by "I think its the end"?

Hi Graham I owned Indivior (LON:INDV) from just after its spin-off until May this year so very lucky on the timing. The weight over its head since spin out has been a combo of legal/regulatory action for mis selling and the threat of generic competition. However, these concerns overlooked a valuable and functioning business in opioid addiction treatment that was making a lot of money…

Jolly Good. Interested in your thoughts. A combo of product death, acquisition, turnaround and underlying growth make it a messy story...I've held for a bit over 2 years now (140p)...some dodgy banalysis here https://www.stockopedia.com/content/vvvvvvrrrmmmmmm-250993/

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