Fri 8:37am


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 instruments 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 able to deal on a whim but have generally done better doing some some analysis and basic research, focussed on reading published accounts, and trying to understand 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

Re IQE (LON:IQE) I have been a holder since 2009 (at 9p) and have watched the price fluctuate freely since. Sold some at 80p then bought them back again at about 90p (LOL). They have suffered from the inevitable pipeline adjustments as the companies on the front line miss-estimate sales. 2018's headwinds are a concern because they have affected exactly the part of the business…

Some interesting thoughts, clearly you are frustrated with the AIM experience. I have invested mostly in AIM companies since the mid 1980's, achieving positive (but volatile) returns. I do believe there are some positives : 1. The light regulation should allow the process to be cheaper, making the very small companies viable. 2. The companies are easier to understand. 3. If business goes even reasonably…

Do thumbs ups also require the opiner to be a paying member? Unsurprisingly I take those opinions more seriously.

I think that's 19% of 2.5 x salary, so 47.5% of salary. Looks genuine to me.

Great report, thank you. I didn't hold. Just couldn't figure the retailing of cake through a chain as being potentially profitable. Not bragging; I did get hit by Globo. Interestingly some of the shorters' reports on Globo revealed, in a way similar to CAKE, that the physically visible business simply was not what the numbers suggested it was. The one figure that should be almost…

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