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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 · 8274 reads · 146 votes
Stock Picks by Paul Scott 25th Jul '23 · 80 comments · 8274 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 · 7869 reads · 132 votes
Stock Picks by Graham Neary 29th Nov '23 · 52 comments · 7869 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 · 8477 reads · 157 votes
Stock Picks by Paul Scott 15th Apr · 84 comments · 8477 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
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 · 1117 reads · 10 votes
emerging economies by Niels Jensen 26th Oct '09 · 0 comments · 1117 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…"
The Absolute Return Letter - Beggar thy Neighbour
Market Outlook by Niels Jensen 3rd Sep '10 · 0 comments · 6203 reads · 1 vote
Market Outlook by Niels Jensen 3rd Sep '10 · 0 comments · 6203 reads · 1 vote
"“I am deeply ashamed to know that I won't be able to pay our staff. They have got mortgages, children. What am I supposed to do?" Jesus Manuel Ampero, Mayor of Cenicientos (Spain)
It has been an…"