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Small Cap Value Report (Fri 18 Mar 2022) - TED, ECEL, PMP, EMR
LON:PMP by Paul Scott 18th Mar '22 · 33 comments · 7287 reads · 124 votes
LON:PMP by Paul Scott 18th Mar '22 · 33 comments · 7287 reads · 124 votes
"Good morning, it's Paul & Jack here with Friday's SCVR.
Agenda -
Paul's Section:
Ted Baker (LON:TED) - possible takeover bid is announced by a USA-based private equity firm, Sycamore Partners. I…"
Small Cap Value Report (Fri 23 Feb 2024) - TRB, YU., CLIG, HRN, SED
Stock Picks by Paul Scott 23rd Feb '24 · 79 comments · 8054 reads · 149 votes
Stock Picks by Paul Scott 23rd Feb '24 · 79 comments · 8054 reads · 149 votes
"Good morning from Paul!
Director interview - I've resumed doing my audio interviews with CEOs. Yesterday afternoon I had an interesting update call with founder/CEO of Beeks Financial Cloud (LON:BKS)…"
Update: Soco, Master Investor 2010 and the Art of Investing
What`s New by Dave Brickell 1st Apr '10 · 0 comments · 2955 reads · 6 votes
What`s New by Dave Brickell 1st Apr '10 · 0 comments · 2955 reads · 6 votes
"Ask your Questions to Soco InternationalFollowing our recent interview with African Aura Mining, we will be conducting a podcast interview with Soco International (LON:SIA) 's CFO, Roger Cagle, on…"
Second-guessing Ackman’s $HLF Herbalife short
Short Selling by Mark Carter 19th Dec '12 · 0 comments · 1022 reads · 0 votes
Short Selling by Mark Carter 19th Dec '12 · 0 comments · 1022 reads · 0 votes
"I just heard that Ackman has shorted $HLF (Herbalife) – a company that I hadn’t heard about until today. He will publish his short thesis tomorrow, So, since I’m such an Ackman fan (OK, Bill Ackman is…"
Fenner: 10th September 13 update: Reassuring trading statement; needs upgrades but these are likely!
LON:FENR by johnrosier 10th Apr '13 · 11 comments · 9534 reads · 3 votes
LON:FENR by johnrosier 10th Apr '13 · 11 comments · 9534 reads · 3 votes
"Fenner (370p and 3% of JIC portfolio): I have bought a holding in Fenner today. I have held the shares in the JIC portfolio before but sold out last May at 400.2p. Since the pre-close trading statemen…"
Weekend Reading 1 May
linkfest by Ben Hobson 1st May '15 · 0 comments · 9006 reads · 1 vote
linkfest by Ben Hobson 1st May '15 · 0 comments · 9006 reads · 1 vote
"Value investing is a subject that has generated reams of research and intellectual debate in the decades since Ben Graham and David Dodd wrote Security Analysis in 1934. Earlier this month, researcher…"
