Fri 9:10pm


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

US Treasury designates China a currency manipulator. A simmering trade war has now crossed the rubicon. We should now be in period of sustained disequilibrium in financial markets and highly interventionist and unconventional policies from central banks and governments. The path is un-forecastable and highly reflexive. My guess: In a world that was pre unconventional monetary policy and had a sense of fiscal orthodoxy full…

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.) For anyone interested I want to kick of the conversation again. I hold and interested in counter opinion and 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: 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…

Mojomogoz's Latest Comments

Hi David, other than lack of coverage what other reasons do you perceive for the disinterest/dislike market has in MS International (LON:MSI) ? Thanks

Thanks for organising Fegger / Maddox. I enjoyed meeting some new stock picking people...even if they did own all the wrong stocks ;)

J D Wetherspoon (LON:JDW) I often go into a Spoons with a couple of friends who are near fanboys of pub not Martin - one's an anti Brexit European national the other very pro Brexit Brit entrepreneur. I've never researched the company. Metrics looks frothy on p/e basis but underlying cash generation over time v strong. Financially looks like a well run company and the…

VG. I've got a potential clash that night and will confirm either way over weekend. Best wishes

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