Occupation: Private Investor

Interests: European Markets, Funds, Hedge Funds

About Me:

I used to work professionally on more technical trading. Now as a hobby and investment - looking at mostly UK small caps. So now strictly an amateur.

Investment Strategy
I like to understand the stocks I own well and sometimes do a lot of research. Still instinct is important - it at a minimum tells me which shares to research. My in-built bias is to buy cheap stocks (with known imperfections - or stocks with "hair") than stocks priced close to perfection.

Wimbledonsprinter's Latest Blogs

Earlier this year, I stumbled across Titon Holdings (LON:TON), an illiquid family controlled micro-cap which looks conservatively managed, with most profits coming from Korea and in recent years has shown impressive top line and EPS growth.   In addition, it has a  2.5% dividend yield and the dividend is very well covered by earnings and dividends have increased steadily over recent years.    However, a slightly more…

Wimbledonsprinter's Latest Comments

“For anyone browsing this thread in future it might be worth restating that putting an old person into a portfolio of AIM shares isn't a sensible approach.” Timarr. I hesitate to add anything to the excellent points you have already made on this thread, from which I have learnt a lot, but on the point above, I could imagine an (admittedly rare) case where: 1)…

Francis GAME Digital (LON:GMD) decision to move to AIM is interesting as the usual incentive for so doing (UK inheritance tax exemption for holders of more than 2 years - assuming these rules do not change, maybe a heroic assumption given the current UK political environment) does not seem to apply in Game's case - that is they do not have a large individual shareholder…

Mercury 61 Also worth pointing out that RhythmOne (LON:RTHM) (I hold) will undertake a share buy back of upto $10m, as cash flows enter its strongest period (H2). This mirrors Taptica International (LON:TAP) which recently also announced a more concrete $10m share buy back. What I find particularly interesting about RhythmOne's announcement is that the share buy back will be done at the same time…

Titon Holdings (LON:TON) announced full year results this morning - a slight beat on expectations. With EPS up 16% to 19.1p - the stock is trading on around 9x historic P/E, with a strong cash position and a 2.7% div yield (after a 13% increase in the div). Slightly cautious comments about the key Korean market for next year - as passive ventilation seems to…

I think the effect of domestic politics on the recent stock market recently can be overstated. (Not to say it won’t be important in the future.) The FTSE all share index is down year to date currently around 11%, which is almost identical to the falls in the Eurostoxx 50 and the Japanese market (Topix). Chinese stocks and a number of emerging markets seem to…

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