Registered:
9/03/16
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Wed 8:27pm
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Comments
153

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

I looked at Leeds (LON:LDSG) a couple of years ago - what put me off buying was I struggled to see any sign that the board has a motivation to increase the share price. The shares are so cheap (compared to NAV) that there is little likelihood, that they could ever be used as a currency for an acquisition. The company does not seem to…

I think that the probabilities are not static. Every hour that there is not a confirmatory full press release from the company, increases the probability that your first case is the reality. I don’t know if 10% is the right percentage - but whatever it is it is increasing until there is firm news.

Julian. Interesting points. I was at a Sharesoc/PWC meeting a month or so ago about the role of auditors and audit committees. There was a lot of nice words spoken about how whistleblowers are encouraged and taken seriously. But when I asked if the auditors / audit committe would ever try to speak directly or indirectly to a short seller on why they were shorting…

Nearly all Impax’s revenues are management fees (not performance fees) therefore its business model is more robust than some asser managers. I think the performance of the funds are critical for Impax at the moment. Following the PAX acquisition, I presume investors’ concern would have been that management’s focus was drifting away from performance towards asset gathering. Strong outperformance post-acquisition will reassure investors. For asset…

Graham I agree that Next (LON:NXT) has been a superbly run company but I think it is a bit of an understatement to say that short-term growth has stalled. Top line growth at Next has been only 22% cumulative in the 10 year period to 2018 - which will be a bit less than CPI over the same period. Over the same period PBT has…


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