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Small Cap Value Report (Weds 14 June 2023) - RWA, SPSY, MOTR, CGS, MRK, SAA, SFR, FDEV
Stock Picks by Paul Scott 14th Jun '23 · 88 comments · 8803 reads · 143 votes
"Good morning from Paul & Roland! Today's report is now finished. Terrific reader comments today, thank you! Keep them coming, we need more discussion!! Explanatory notes - A quick reminder that w…"
Small Cap Value Report (Tue 25 July 2023) - QUIZ, TSTL, RCH, WIX, STEM, PIER, FA., YU., ECEL, TYMN
Stock Picks by Paul Scott 25th Jul '23 · 80 comments · 8283 reads · 146 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 (Wed 29 Nov 2023) - SUP, TUNE, HFD, IPX, DFCH, XAR
Stock Picks by Graham Neary 29th Nov '23 · 52 comments · 7900 reads · 132 votes
"Good morning from Roland and Graham! And we also have a section from Paul. Today's report is now finished. Charlie Munger RIP - It's the end of an era as the death of Charlie Munger has been announced…"
Small Cap Value Report (Mon 15 April 2024) - SAA, RNO, ASHM, KRM, IES, POLR, MTO, EXR, HZM
Stock Picks by Paul Scott 15th Apr · 84 comments · 8670 reads · 157 votes
"Good morning from Paul & Graham! Today's report is now finished. The Week Ahead series - today's article is from Mark. Mello Monday is tonight - details here. Explanatory notes - A quick reminder…"
The Absolute Return Letter - November 2009: Time to cut taxes?
Market Outlook by Niels Jensen 25th Nov '09 · 0 comments · 1719 reads · 13 votes
"  “The only thing worse than rescuing the system would have been not to do so.” - Martin Wolf Welcome to the third letter in our four letter series about major trends defining the future of the world…"
The Absolute Return Letter - Oct 2009: A Country for Old Men and a Bit of Samba
emerging economies by Niels Jensen 26th Oct '09 · 0 comments · 1119 reads · 10 votes
"The Man Card “Excuse me Sir, can I see your Man Card?” The stone-faced look of the security guard at Dallas Fort Worth Airport gave nothing away and, after two days of celebrating John Mauldin’s 6…"
 
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