Registered:
11/04/13
Seen:
1:36pm
Followers:
20

Comments
339

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

I would really like to hear what's wrong with this stock. Why does it deserve to be in the doghouse? If you're bearish on it share your view with me as I'd like to understand what I'm missing and perhaps save myself from hubris. This is not the most exciting company in the world but at this price I think it is really stand out…

Hello Over 12 months ago I kicked off this conversation on AA (LON:AA.)https://www.stockopedia.com/content/aa-who-rescues-the-4th-emergency-service-307988/ For anyone interested I want to kick of the conversation again. I hold and interested in counter opinion and detail...save me from myself ;) I started looking at AA simply as I was trawling through Woodford's portfolio looking for stocks that may have been overly beaten up due to his holding in…

Hello I attended UP Global Sourcing Holdings (LON:UPGS) site visit 7 Feb. There will be trading update on Monday 11 Feb. I wrote this note when share price collapsed sub 40p:https://www.stockopedia.com/content/oops-upgs-ide-your-head-327743/ I was buyer down into the 30s as despite the post-IPO blues and disappointments I felt that their woes were understandable and non-critical. So far so good in that trading seemed to have recovered…

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…



Mojomogoz's Latest Comments

Good points David. I have a little sympathy for old CEO as I've said elsewhere here. Not trying to make excuses but IMO part of the problem with the civil fraud case against him is the private equity buyers were a bit dumb and didn't understand the business they were buying nor the general payment processing backdrop at the time. I had a start-up business…

SCS (LON:SCS) Chugging along and profitability unaffected by closing of HoF outlets. Cash very high at £62.5m c.3/4 of mkt cap (partly a function of seasonal timing due to timing of customer prepayments).  Online up 30% and noticeable that website is much improved and that now have mobile friendly configuration too (have brought this capability in-house after previously outsourcing). Unlikely to do anything with the…

john562 I don't think I would expect a refund from this sort of product as its a form of insurance. Does that seem right? As they have very high operating margin I don't see as a value trap....just a dodgy capital structure that they may not be able to escape...my gamble is that they can over time, or at least show that its doesn't suffocate…

...Wagamama...a great underachiever in comparison to the culinary sophistication and cost of a Dominos :)

blondemon I bought Trakm8 Holdings (LON:TRAK) at 60p after attending the last investor presentation after the AGM. I only bought 1/10th of a full position as the accounts were a mess stretching every sinew to try and show earnings thro massaging the numbers and the CEO shifty (sorry but he was...a professional life interviewing people around large amounts of money lets me see someone playing…

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