Tue 8:08am


Real Name: David Whitehouse

Occupation: Private Investor, Other

Interests: Asian Markets, Economics, Private Equity, Stocks

Location: London

Twitter: @DBWLondon

Fantasy Fund: Monty9's Fund

About Me:

CFO in a City trading and fund management company.  Previously partner in a small financial software house.  Involved in its trade sale and similar companies, an AIM IPO, a placing and 2 takeovers. Country manager for early 1990's derivatives system business in Japan and Hong Kong.

Investment Strategy
I trade... weekly
I tend to buy... on instinct
I hold for... a year
I invest with... <£500k
Diversification is ... important, but not beyond 10 positions

Private investor.  Conservative investment in relatively high risk investments with high upside.  Prepared to take a number of heavy losses to hold the occasional star.  Ideal holding period is until probate but normally between 2 weeks and 3 years.

Enjoy the freedom of being ableto deal on a whim but have historically done better following some basic research, particularly reading and evaluating the published accounts, and understanding the fundamental proposition of the business.

Typically overweight in technology stocks, prefer if cash positive.

Monty9's Latest Blogs

At 09.00 am the price has recovered from -11.5% to -3.6%. Given the history of this stock I had expected the fall on unchanged earnings to be greater. It sounds like the accounts will only truly reflect the anticipated performance improvement in Dec 18. I conclude is that the story has now been recognised and larger investors are happy to hold for the growth story…

LRM have just announced their second contract win in 3 days. The latest is to provide its regulatory reporting software to Bank Leumi in New York and London. The previous one stated "... Lombard Risk has been awarded a contract to provide its REPORTER regulatory reporting software in Hong Kong and Singapore for a major wealth management banking subsidiary of a leading Asian bank with…

I have been greatly disappointed, though less surprised, by recent shrill criticism of the immorality of high earners arranging their affairs to minimise tax liabilities. Cameron too is guilty of supporting this mob morality - and he and his sidekick Osborne make the rules. One fears that the next step will inevitably be more poorly judged legislation to target the specific areas where too little…

Globo announced their Dec 2011 results yesterday. They were excellent but the market marked them down a tad; its hard to see why. My initial take on their current position is extremely positive, particularly for those who have some risk appetite where the upside is massive. This is not completely risk free but the underlying business looks to be of such quality the risk is…

A market cap under £50M, partnerships with many of the world's leading electronics companies,IP in one of the most interesting technologies that is gaining a foothold in major consumer markets. Seriously, a company like Samsung might place a value of at least £250M on this. Could fail, but has an equal chance of 10 bagging, or better, in the foresee-able IMHO. I'm in.

Monty9's Latest Comments

Have held Filtronic (FTC) for some time. Like IQE it seems to have some potentially valuable IP. The Massive MIMO antenna order, while not massive, seems to signal the early stages of supply in a major revamp to the 4G network. I don't know how much of this FTC could expect to win but from a market cap of £30M and sales £25M it wouldn't…

I reckon that is a pretty good description of the bull case CliveBorg. I would only add that the company is often seen as a mobile phone parts supplier, but in fact produce quality technologically based products for many sectors, any or all of which might grow like the VCSEL wafers product. The main concern Graham raises is valid of course, a lot of value…

Congratulations Paul, richly deserved! I suspect a number of factors have ultimately yielded success in your personal investing, ability to read a balance sheet properly, fascination and understanding of businesses and their respective markets, strong management bullshit radar and of, course, courage. For us, your ability and willingness to communicate has allowed us to participate in, and in most cases profit from, your own successes.…

Photo-Me International (LON:PHTM) has suffered in Japan. The market is surprised partly, I think, because there had been an understanding the photo ID was compulsory. An ID card is indeed compulsory but there is a non photo version, which is free. A bit clumsy to take so long to admit this, but other aspects of the business are going well it seems. It now yields…

Hear hear to your suggestions for fundraisings.

Monty9's Top Awards 5

Monty9 Followers

Monty9 has 46 followers including:

and 38 more.
Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis