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

Occupation: Analyst, Entrepreneur, Fund Manager

Interests: Economics, Stocks

Location: UK

Twitter: @mojomogoz

Fantasy Fund: mojo misperception fund

About Me:

Looking for good stocks to own for the long term. At time of purchase company quality may be questionable to many. Cash is king, valuation is your friend, the capital cycle drives fitness for many. Growth can be delightful but ephemeral. Look for hidden optionality, excessive negativity and don't follow the crowd. The trend can be the trap.

Chartered Financial Analyst (CFA)




Mojomogoz's Latest Blogs

Its been a bit choppy at times in 2018...and today is one of those days. Is there more to it? Here's a take on market structure and risk issues from Chris Cole of Artemis Capital Management, a volatility trading firm...https://static1.squarespace.com/static/5581f17ee4b01f59c2b1513a/t/5ba146f40ebbe8c212e8b7c7/1537296120640/Artemis+Letter+to+Investors_What+is+Water_July2018_2.pdf It's a lengthy read but great information. Recommended if you want to frighten yourself :) Cole is basically saying that the market is caught in…

Hello I bought shares in this around the dip in first half of year. Not a lot compared to full position and plan to hold for the long term to see what happens. Not a very sophisticated view. Anyhoo, I've loosely followed their product material, marketing and imagery since. My feel is that two things have happened over the course of this year: 1) The…

There's been a little chat re Vertu Motors (LON:VTU) after interim results and below is a comment I made in this excellent post by leoleo73 - https://www.stockopedia.com/co... I've put it here so anyone interested in vertu can easily find it. Here is a segment from my spreadsheet analysis of Vertu Motors (LON:VTU) looking at unit volumes: So unit volume is up slightly over double since…

On National Milk Records (OFEX:NMRP) .... I read up on this company for first time today as seems a little odd and interesting. Does anyone know it a bit? Underlying profit improvement this year despite falling revenue is driven by an even bigger cut in Admin expense. From the data given its hard to understand why. There's a hint the 2018 report that it could…

FFI Holdings (LON:FFI) is historically a US based speciality finance business (actually listed in Media and Publishing industry sector) that's in the process of morphing into a broader based platform company providing services through the production life cycle to the film/TV/streaming production industry. Its been privately owned since founding in 1950 following the financing crisis that hit UK film industry in late 40s - interesting…



Mojomogoz's Latest Comments

Any of yielders following this discussion...got a view on Standard Life Aberdeen (LON:SLA) ? Obvs it doesn't fit the screen I mentioned above. But its an interesting proposition that I don't have a view/position in. The yield on stocko is too high by c.1.5% as it doesn't adjust well to corporate actions around sale of SL insurance business. Historically, cash per share has outperformed eps…

Interesting discussion. I have no commitment to a quantifiable style of investment. My MO is to look for what I perceive to be dissonance either at stock or macro perspective. In that I think there is a good opportunity today in UK large caps. As I'm I deciding to deploy cash rather than redeploy from other stocks my benchmark for this is cash and shorter…

Chin up Paul and push on through. Thank you for all the great write ups.

If Sosandar (LON:SOS) sustains sale growth at 100% YoY (not impossible given size and experience of prior emergent online retailers) then a valuation at 5-10x run rate sales seems to be the rough price window. Sosander sits middle to top end of that currently. By summer 2019 that means Sosander can double from current price. There's seems to be a credible argument that it should…

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