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Occupation: Private Investor

Interests: Emerging Markets, Funds, Private Equity, Stocks

Twitter: @richard_goodwin

About Me:

Long time private investor. Continually aiming to get better at it!

Investment Strategy
I trade... a few times per year
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk
Sensible but not necessarily consistent.

Richard Goodwin's Latest Blogs

Midatech Pharma (LON:MTPH) Met the CEO & FD at Mello 2019 and conducted post Mello research.First some context. I have no pharma background. Dislike the biotech business model. I'm generally not interested in pre-revenue firms. Risks of Biotech Has a v v small chance of drug passing FDA approvals process, which always takes longer and costs more than anticipated. The approvals process has several stages…

I am keen to move stockbrokers for my ISA and dealing account which is currently with Selftrade (now Equiniti) who have a poor and terribly slow website which doesn't enable trades to be set out of hours and doesn't work with the Chrome browser. I am keen not to go with a small company, nor a bank, nor pay too much! I was considering IG.…

For simplicity I benchmark my portfolios against the FTSE 100. Ideally I would prefer to use an equity only total returns index but have never found a source. I only need access once a month when I update my portfolio spreadsheets to a single value for the index, so it isn't worth paying for. I don't think that the WMA indexes will help as they…

Velocys is a licensor/expert on Gas To Liquids (GTL) technology. It applies this at a small scale to gas to create high value oil related products. It is a university spin out supplemented by some acquisitions and I admire the way they have gone about building alliances, obtaining funding and generally making themselves a very credible proposition in their market (they claim to have a…

I have noticed that amongst the small medtech firms quoted on AIM, a few such as Electrical Geodesics and Lifeline Scentific are US based. I am interested in medtech but slightly wary of overseas companies listed in the UK. Why would US medtech firms chose to list here? If I was comfortable with the answer then I might even invest! Richard

Richard Goodwin's Latest Comments

I took the reduced H2 weight to effectively be a profit warning in the sense that they are less confidence about H2 than previously...

My recollection is that peppa is about 20% of £CCT sales. Does anyone have enough knowledge to understand whether the profit margin is above or below CCT's average. It must carry a fairly hefty royalty /license fee. 

But not in the accounts of property companies, only in those firms for which owning property is not the main activity. Clearly legal cases are Burford's main activity.

Is it wishful thinking  and  behavioural bias? I was unimpressed by the Muddy Waters dossier. The level of Burford's costs was interesting and something I hadn't dwelt on previously but my assumption is that the response will be that they employ a lot of lawyers who typically would be senior partner level in a law firm so have to be very well paid (this is…

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