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Real Name: Tamzin

Occupation: Private Investor

Interests: Stocks

Location: London/Gloucestershire

Twitter: @tamzinpiworld

About Me:

An active private investor in small caps: growth/value.

Co-Founder of piworld.co.uk  Which provides videos of company presentations, management interviews, investor interviews to enable us all to make  informed and insightful investment decisions.  


Investment Strategy
I trade... weekly
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk
Likes: lots of good news, strong balance sheet, upgrades, management with history of success, breakouts Dislikes: loss making, blue sky, lumpy history, don't understand the product/service Goal: to achieve 15%+ growth pa

Investment Research

Video for the private investor, by private investors. Company presentations, management interviews, company visits and investor interviews.  To help us make more informed investing decisions.  (Whilst not taking up too much management time!) Some material is filmed at investor events that we organise, contact us if you want to be invited.

Web Address: http://www.piworld.co.uk

Tel: 07966 531911

Find out More »


Tomps3's Latest Blogs

Arena Events (LON:ARE) FY18 results today, (another IPO from 2018.) A very helpful video by CEO & CFO: https://www.piworld.co.uk/2019/04/10/arena-group-plc-are-fy-results-to-31st-december-2018/ Following UK operational issues last year, reassuring results. Improvements in revenue and EBITDA. Small increase in dividend. Completed eight acquisitions. Organic growth 11%, great repeat revenue. Positive outlook with plenty of upcoming major events, including US Open. US Ryder Cup and the Tokyo Olympics. Expect a…

This interview with Stephen is a cracking 40 minutes, well worth your time.Stephen gives great insight on the macro economic environment investors face today, and where he sees the opportunities. He talks about some criteria for his stock selection, illustrated with examples. He discusses catalysts for selling. He discusses the changes to the market structure. He spots the themes illustrating where public markets are, in…

Judges Scientific (LON:JDG) have now posted their corporate video on their website. This gives a brilliant overview of where they've come from, where they're at, and where they're headed. The punchline, 'we've grown shareholder value by 28 times in the 13 years since we incorporated!' Very impressive!https://www.judges.uk.com/fina...Further, to see (or understand!) each of the 14 companies acquired by Judges, click on the link to the…

VIDEO: QXT FY18 RESULTS Jon Jayal (CEO), Guy Millward (CFO) and Gary Mullins (Group Strategic Sales Director), present the Group’s full years results to 31st December 2018. An overview of the investment case, period highlights, update on gaming and sports betting, progress with Densitron. The outlook. https://www.piworld.co.uk/2019/03/29/quixant-qxt-2018-full-year-results-presentation/

FY18 results presentation given by Jack Cooney (CEO), Howard Hohman (EVP Sales) and John Yuncza (CFO) (final results to 31st December 2018.) Forward order visability now 1 year (previous 6 mths). Clear strategy. New market: high rises, being developed. https://www.piworld.co.uk/2019/03/29/somero-enterprises-som-2018-full-year-results-presentation/



Tomps3's Latest Comments

(LON:AQX) investor presentation by Alasdair Haynes, CEO & Jonathan Clelland, CFO & COO Not related to any news today (AQX had FY results 20.3.19). However, we've just published this video presentation, and quite aside from the investing opportunity it presents as a MiFIDII/compiance play (mentioned by Stephen English's interview Pt 1, the insight it gives to how pricing and liquidity in equity markets works, is…

Just posted, the second part to Stephen English's piworld interview, here.   Stephen talks about market liquidity (or lack of it), as an unintended consequence of regulation, his criteria for stock selection, and much more, in his knowledgeable, passionate and entertaining manner.  Absolutely fantastic! Further Stephen English viewing:  Stephen English's piworld interview Part 1.  This has been watched my many PIs, with much acclaim, highly recommended…

Hi all We've just published a Taptica International (LON:TAP) presentation (audio with slides) which outlines the TAP business, where RTHM's acquisition fits in, how they'll integrate, and an investment summary.https://www.piworld.co.uk/2019... Worth a watch if you've been following TAP. As an aside, further to the discussion, on Lemon Fool, I'm afraid you won't see any piworld material there. They deem all our videos commercial (even though…

Arena Events (LON:ARE) FY18 results today, (another IPO from 2018.) Following UK operational issues last year, reassuring results. Improvements in revenue and EBITDA. Small increase in dividend. Completed eight acquisitions. Great repeat revenue. Positive outlook with plenty of upcoming major events, including US Open. US Ryder Cup and the Tokyo Olympics. Expect a strong 2019 and very strong 2020. A very helpful video by CEO…

Keywords Studios (LON:KWS) FY18 analyst presentation given yesterday by Andrew Day, CEO & David Broderick, CFO. https://www.piworld.co.uk/2019/04/09/keywords-studios-kws-fy18-results-presentation/ A superb presentation. Really worth a watch. KWS keep on doing it very well. The market is growing at 9% a year, outsourcing is still less than 50%, so lots of market to grow, across many services lines. Clients are up selling to multiple service lines. They now…

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