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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 (Fri 31 August 2018) - RTN, WTB, FFI, ESG, Wonga/HAT
LON:RTN by Graham Neary 31st Aug '18 · 52 comments · 13187 reads · 110 votes
LON:RTN by Graham Neary 31st Aug '18 · 52 comments · 13187 reads · 110 votes
"Good morning!
While the main article is being written, feel free to comment and share your thoughts on whichever small-caps you think are most interesting today.Incidentally, this is my last SCVR for…"
Magic Hat portfolio turns 3
LON:REL by Mark Carter 19th Feb '14 · 0 comments · 3427 reads · 4 votes
LON:REL by Mark Carter 19th Feb '14 · 0 comments · 3427 reads · 4 votes
"
My Stockopedia “Magic Hat” Fantasy Fund (http://www.stockopedia.com/fantasy-funds/magic-hat-463/) recently turned 3 years old. It returned 41.6% over 3 years, compared with 15.1% for the FTSE 350. T…"
Prezzo (PRZ): The food chain
LON:PRZ^J17 by ExpectingValue 13th Nov '12 · 0 comments · 3075 reads · 2 votes
LON:PRZ^J17 by ExpectingValue 13th Nov '12 · 0 comments · 3075 reads · 2 votes
"From the wilderness of the last three companies I've looked at, I've jumped back into something I'm more familiar with. No more structural steel or horse-racing bookie services, here's one even I can…"
Small Cap Value Report (Mon 12 Nov 2018) - CARR, RTN, NTBR
LON:CARR by Paul Scott 12th Nov '18 · 29 comments · 12304 reads · 63 votes
LON:CARR by Paul Scott 12th Nov '18 · 29 comments · 12304 reads · 63 votes
"Good morning, it's Paul here.
I've got a clear diary this week, so will be able to focus entirely on the SCVRs, after last week's rather poor coverage - my apologies for that.
Political chaos continue…"
Punch Taverns: Managed Pubs and the Punch Spin-Off
LON:PUB by valuhunteruk 23rd Jun '11 · 5 comments · 14541 reads · 9 votes
LON:PUB by valuhunteruk 23rd Jun '11 · 5 comments · 14541 reads · 9 votes
"My last post on Punch Taverns (LON:PUB) took quite a generous view of the recent spin-off of its managed pub business. The essential idea was that the sum of the managed and leased business is worth…"
