Registered:
11/04/13
Seen:
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Followers:
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Comments
365

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

Hello Frederick I've got no opinion on Arrow Global (LON:ARW) positive or negative. I've been meaning to look at it and never got round to it. My only view is that the "real" fundamental short sellers seem to have stuck against it and even increased their position and it is the run it by the numbers and hedge against long short sellers that have reduced…

Hi Donald, I think your points are all correct. However, they probably don't explain near term price performance...or do you think otherwise? ...Perhaps an implication of what you say is that for dedicated AIM investors (a not very set I assume) Burford is a source of liquidity...but that is likely to be outweighed by bigger funds and universe that would see a bit of AIM…

Don't pay for SP...what's the argument? Different from Cannacord?

The drift down continues...Cannacord must be right ;) I suspect that some are leaving purely due to price action. Some will be leaving on the news perhaps not previously understanding the way that the company reports earnings and how there is a gap with cash flows and some knock on pressure/limitation on what can be funded and how. Where Cannacord may get their moment of…

Interesting. Thanks. I overlap with none of your gainers but 3 of your losers...I hope it is not a sign that I am a bad version of DC ;)

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