Wed 5:19pm


Occupation: Consultant, Private Investor

Interests: Economics, Private Equity, Property, Stocks

Location: Wimbledon, SW London

About Me:

Fundamentalist investor - value & growth seeker.  My current large cap favourites are Unite Group (UTG), Vodafone (VOD), Sage (SGE).  My approach is to focus in-depth on a relatively small number of value stocks with a long tail of smaller cap growth stocks. My Investment Criteria are: Growth Stocks: in a Growing market; with Excellent Management and Strategy (i.e GEMS). Value Stocks: looking for hidden value with good dividend yield. Activist in nature, I like to meet the directors and I support strongly ShareSoc’s goals of greater shareholder democracy/advocacy.

Investment Strategy
I trade... monthly
I tend to buy... according to my system
I hold for... years
I invest with... >£1m
Diversification is ... important, but not beyond 10 positions
Fundamentalist investor - value & growth seeker. My current larger cap favourites are Unite Group (UTG), Burford (BUR), GVC, Vodafone (VOD), Sage (SGE). My approach is to focus in-depth on a relatively small number of value stocks with a long tail of smaller cap growth stocks. Other current holdings Ideagen (IDEA), Imimobile (IMO), Jarvis Securities (JIM), Xlmedia (XLM) and most recently Zoo Digital (ZOO) and LoopUp (LOOP). My Investment Criteria are: Growth Stocks: in a Growing market; with Excellent Management and Strategy (i.e GEMS). Value Stocks: looking for hidden value with good dividend yield. Activist in nature, I like to meet the directors and I support strongly ShareSoc’s goals of greater shareholder democracy/advocacy. I do not short.

Maddox's Latest Blogs

An investment in Vodafone is currently very much a binary bet between whether you believe that they are going to have to cut the dividend or not. Guy Peddy of Macquarie Securities, forecasts that Vodafone (LON:VOD) will cut the dividend to €0.08 (or ¢8) and the share price will fall 19% to 125p. At this level Vodafone (LON:VOD) would still be yielding an attractive 5.65%.…

Great StockSlam event last night, great fun and nice to meet some first-timers pitching some very interesting ideas: a wonderful variety of choices, many with high 90+ StockRanks but credit to Neville pitching eServeGlobal on a SR of zero! My StockSlam choice is online gambling company GVC Holdings (LON:GVC) (Gaming VC as it was originally called). They have just reported excellent H1 results and Q3…

This was the Stockopedia Stockslam pick that I presented at Damian Cannon’s excellent event. I thought I'd put it on it's own thread for discussion/dissection. Allergy Therapeutics (LON:AGY) sits in my speculative portfolio that contains my picks in my search for the elusive multi-bagger. Huge Opportunity: The target market is the many millions of people that suffer from allergies – 30% of Europeans and 25%…

I thought I’d highlight this little gem in advance of its full year results to 31st December 2017 that are due any day now. Jarvis Securities (LON:JIM) provides stockbroking services on a white label basis to other stockbrokers and investment managers. Its last couple of results have been very strong and the share price ran up to over 600p but have now dropped back towards…

Unite (LON:UTG) is already a stalwart core holding within my portfolio (renowned investor Peter Lynch’s term). It has and continues to deliver consistent value growth and more recently good income growth too.  However, it’s Unite’s solidity that has great appeal – it owns physical assets in a very stable sector, namely student property. For what is my largest holding this share provides wonderfully predictable performance…

Maddox's Latest Comments

Hi rpannell, Doug2500 is correct in the way HMRC will expect you to calculate a pooled average cost of shares purchased at different times and different prices to arrive at a capital gain. See Regards Maddox

Hi Nick, As Niels Bohr, the Nobel laureate in Physics, is quoted as saying, “Prediction is very difficult, especially if it’s about the future!” ...and I wouldn't contradict him. What I can't accept is equating share price volatility with risk. I'd also question whether BUR's growth in capital increases rather than decreases the risk? BUR turns over its capital on a rolling basis and if…

I've managed to get hold of a copy of the Cannacord report by Portia Patel. It's always easy to fall victim to one's own confirmation bias so thought it would be worthwhile to challenge my investment rationale and work my way through her valuation analysis. However, I've got to say its 'logic' undermines its own basis of valuation. As has been presented above in several…

Well, I'm very disappointed to say that I've sold my holding. The Birch result was completely unexpected - this and other similar treatments have been prescribed in large numbers and have been gaining the support of practitioners. It even appears that a significant bio-active response was measured in the patients. it seems that the problem is that the control group had a heightened placebo-effect on…

Excellent write-up Damian and four really interesting company presentations - really well worth attending this event.

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