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Profiting from market panics
Value Investing by Mark Simpson 29th Mar '23 · 9 comments · 3281 reads · 71 votes
Value Investing by Mark Simpson 29th Mar '23 · 9 comments · 3281 reads · 71 votes
"The last 20 years have provided a number of times when UK stocks have sold off aggressively. They are clearly visible on the graph of the £MCX index as points of short, sharp reversal:
(I’ve chosen t…"
Small Cap Value Report (Mon 17 April 2023) - RNO, SUP, QUIZ, CER
Stock Picks by Roland Head 17th Apr '23 · 79 comments · 8147 reads · 147 votes
Stock Picks by Roland Head 17th Apr '23 · 79 comments · 8147 reads · 147 votes
"Good morning! It's Graham and Roland here with today's report.
Today's report is now finished (10.30). See you tomorrow!
MelloMonday - save 50%
There's a MelloMonday show tonight (online) giving inve…"
Contrarian Mondi (LON:MNDI) looks good and cheap
Stock Picks by Roland Head 2nd Jun '23 · 9 comments · 2651 reads · 77 votes
Stock Picks by Roland Head 2nd Jun '23 · 9 comments · 2651 reads · 77 votes
"Summary
Earlier this week, Megan introduced the idea of contrarian investing – buying quality stocks at value prices. This approach is a major theme in my own investing, so this week I want to take a…"
Small Cap Value Report (Weds 6 Sept 2023) - DOTD, RTN, HFD, BKS
Stock Picks by Paul Scott 6th Sep '23 · 88 comments · 8170 reads · 128 votes
Stock Picks by Paul Scott 6th Sep '23 · 88 comments · 8170 reads · 128 votes
"Good morning from Paul & Graham!
Explanatory notes -
A quick reminder that we don’t recommend any stocks. We aim to review trading updates & results of the day and offer our opinions on them…"
Small Cap Value Report (Mon 8 April 2024) - IGP, MIRI, TGP, CBOX, BGO
Stock Picks by Paul Scott 8th Apr '24 · 50 comments · 8093 reads · 164 votes
Stock Picks by Paul Scott 8th Apr '24 · 50 comments · 8093 reads · 164 votes
"Good morning from Paul & Graham!
I updated my SCVR summary spreadsheet last night, and would you believe that Graham & I have already covered 370 unique companies here in 2024 to date! Also wi…"
Small Cap Value Report (Wed 12 June 2024) - DFS, CGS, FDEV
Stock Picks by Paul Scott 12th Jun '24 · 83 comments · 7910 reads · 144 votes
Stock Picks by Paul Scott 12th Jun '24 · 83 comments · 7910 reads · 144 votes
"Good morning from Paul & Graham!
Explanatory notes -
A quick reminder that we don’t recommend any shares. We aim to review trading updates & results of the day and offer our opinions on them…"
