Registered:
11/04/13
Seen:
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Followers:
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Comments
439

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

HelloI don't own but saw at Mello and talked to CEO for a long time after. Interesting company and persuasive CEO.However, I'm surprised by valuation and not too bad share price response to today's prelim results. Perhaps a bull can explain why the price is right today?Reported PBT today all about the embedded derivative in convertible being revalued lower as share price lower than last…

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…



Mojomogoz's Latest Comments

Just noticed this reply re RM (LON:RM.) ... Good news that you might look....I’ll be happy to receive problems from you

Wimbledonsprinter Hard to know for sure but history says fines are usually not at level that cripples business (so business capacity aware) and the fact that they would settle with the very massive Reckitt Benckiser (LON:RB.) for $1.4bn hints that the very big cash pile that Indivior (LON:INDV) has may be more than enough. There's good upside optionality now particularly if they show traction with…

Ha ha. I was just waiting to be put under review! The power of the elecro-snub. Feel the buzz!!!

Well, quite predictably Mr Marx is not a fan of the free market of speech and has told us both to quieten down or he will no doubt get the Cheka on to us. Nor are  the massed bullying horde in the red thumb brigade fans (must be a socialist thing). I see that humour and banter is not very welcome and I will go…

Hello.....sigh... I'm guilty of some rough and tumble...but so are you. So I'm not sure why you are now pulling victim card on me. I've had two interactions with you and the one before this was when you criticised my inanity re surprise surprise Somero Enterprises Inc (LON:SOM) - my guilt last time was to offer an analysis "...that could be made about any stock.…

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