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A closer look at two contrarian Leisure opportunities
LON:MARS by Jack Brumby 27th May '20 · 8 comments · 3376 reads · 35 votes
LON:MARS by Jack Brumby 27th May '20 · 8 comments · 3376 reads · 35 votes
"So much depends on your investment horizon. Markets could well get worse before they get better - it’s not hard to envision negative scenarios that aren’t really priced into the market. On a 12-24 mon…"
Small Cap Value Report (Wed 16 Mar 2022) - RTN, EYE, SAG, ANP
LON:SAG by Paul Scott 16th Mar '22 · 75 comments · 7918 reads · 116 votes
LON:SAG by Paul Scott 16th Mar '22 · 75 comments · 7918 reads · 116 votes
"Good morning, it's Paul & Jack here with the SCVR for Wednesday.
Agenda -
Paul's Section:
Restaurant (LON:RTN) shares are up 10% on FY 12/2021 results. Current trading in 2022 looks strong. I'm n…"
Small Cap Value Report (Fri 15 Mar 2019) - IRV, BOO, RTN
LON:IRV by Paul Scott 18th Mar '19 · 49 comments · 15054 reads · 70 votes
LON:IRV by Paul Scott 18th Mar '19 · 49 comments · 15054 reads · 70 votes
"Good evening/morning, it's Paul here with the usual placeholder.
I'm hoping that there won't be much news, as I have to go into the City for a lunch.
The way things are panning out with the Brexit sh…"
Small Cap Value Report (Tue 4 Jan 2022) - TAST, DX.
LON:RTN by Paul Scott 4th Jan '22 · 76 comments · 9739 reads · 168 votes
LON:RTN by Paul Scott 4th Jan '22 · 76 comments · 9739 reads · 168 votes
"Good morning, and happy new year! For anyone who missed it, I posted my personal portfolio review of 2021 here. Warts & all. A disastrous Q4 wiped out most of my gains for the year, but at least t…"
Multi-bag or bust? RTN, MAB, RBG, and OTB
LON:MAB by Jack Brumby 14th Apr '20 · 18 comments · 7952 reads · 52 votes
LON:MAB by Jack Brumby 14th Apr '20 · 18 comments · 7952 reads · 52 votes
"My usual targets are high quality companies that are aligned with shareholders, because these can be compounding investments. This is the best kind of long term portfolio to build but right now I feel…"
Trading the Trend - is this a sucker's rally?
LON:RTN by Michael Taylor 27th Mar '20 · 18 comments · 4954 reads · 45 votes
LON:RTN by Michael Taylor 27th Mar '20 · 18 comments · 4954 reads · 45 votes
"Two weeks ago, Saudi Arabia and Russia decided they were no longer chums. The result sent shockwaves across the planet. Whilst that sounds dramatic, for many people the drama was real.
An instrument t…"
