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Small Cap Value Report (19 Oct 2015) - MBH, TRB, VNET
LON:MBH by Paul Scott 19th Oct '15 · 15 comments · 17289 reads · 34 votes
LON:MBH by Paul Scott 19th Oct '15 · 15 comments · 17289 reads · 34 votes
"Good morning!It was interesting visiting Canary Wharf on Friday afternoon, especially at 5pm onwards, when vast streams of people were spilling out of every building, and congregating for drinks in th…"
Stock in Focus: Can Lakehouse Deliver On IPO Promise?
LON:SUR by Roland Head 23rd Dec '15 · 13 comments · 15107 reads · 17 votes
LON:SUR by Roland Head 23rd Dec '15 · 13 comments · 15107 reads · 17 votes
"Shares in building services contractor Lakehouse are now trading in-line with the firm’s IPO price in March. Is this an opportunity to follow smart investors like Mark Slater into a profitable buy, or…"
Stock in Focus: Will Alumasc surprise investors in 2016?
LON:ALU by Roland Head 13th Jan '16 · 3 comments · 8398 reads · 16 votes
LON:ALU by Roland Head 13th Jan '16 · 3 comments · 8398 reads · 16 votes
"Building engineering firm Alumasc has triple-bagged since hitting a low of 62p in 2012. A tighter focus on sustainable and high-spec products appears to have served the group well. As with housebuilde…"
Small Cap Value Report (22 Jan 2016) - TRAK, CCT, TMMG, CRW
LON:TRAK by Paul Scott 22nd Jan '16 · 19 comments · 17754 reads · 28 votes
LON:TRAK by Paul Scott 22nd Jan '16 · 19 comments · 17754 reads · 28 votes
"Good morning!It's a big rebound day today, with confidence apparently returning in part. Whether it's a strong but short-term rally in a bear market, or a more positive change of trend back into bull…"
Lessons in Investing from Science
Behavioural Finance by timarr 8th Feb '16 · 6 comments · 9250 reads · 14 votes
Behavioural Finance by timarr 8th Feb '16 · 6 comments · 9250 reads · 14 votes
"
Confirm Ye Not
Here's what ought to be a really boring idea - we need scientists in general and psychologists and economists in particular to stop hypothesising after results are known (HARKing, gedd…"
SIF Portfolio: Pan African Resources update + Alternative Networks
LON:PAF by Roland Head 2nd Aug '16 · 9 comments · 9361 reads · 12 votes
LON:PAF by Roland Head 2nd Aug '16 · 9 comments · 9361 reads · 12 votes
"The temptation to break your own rules when investing is immense. But there’s a lot of evidence which suggests that sticking to a set of buying and selling rules over a long period is one of the best…"
