Look , i enjoy your writing a lot and in a couple of cases drill deeper by looking into the companies websites , financial reports etc. I weed out the companies with very low market cap and not much liquidity in trading. Also i am hesitant with mining ventures and nano caps.I did&do overweigh my personal favourites high conviction stocks like Supreme , VLG,for example. This made me a lot of money ytd. Going forward i will increase my position in IPO and DEC....So your writing does inspire and is a good basis for further research and I thank you for your time and effort to share this material with us.
If it wasn’t difficult, would you include Dividends?
It depends on the approach but this may be a major source of growth for a conservative investor.
I also wholeheartedly agree with the above comment about deep value versus momentum.
The large caps are possibly lifted by the tide of higher interest rates.
Isn’t there also some sort of Warren Buffett quote about, “it’s not how many times you are right and how many times you are wrong, but how much you make when you are right and how much you lose when you are wrong”
First of all, huge congrats to Oak for a Gatting-esque innings thus far (that is Mike Gatting in the image right?)
Wr to the picks, realistically it takes time for deep value (versus say momentum) to be realised.
Some of the faves' performance (eg DEC) were subject to unfortunate reversals. For example, who would have thought the Democrats would have ambushed them when they obtained their US listing? Which is when I went in. But then there's management. PR is clearly like the moon to Rusty, and every time he issues an RNS the shares tank 10% or more. So I wonder whether if we all clubbed together with our dividends, we could make Oak Bloke the new company PR? Just a thought.
Elsewhere there are some picks where management is imo more sinister. For example, Anexo has a whopping £160m in accounts receivable. This smacks either of incompetence or (as I believe it) a scam. Either way, I wouldn't touch with a bargepole. I think it's a lot harder to spot these with the deficit of information these kinds of shares have.
Kudos though for the many winners. Pinewood and REA - both with special divis - were very decent picks. Congrats on your 300 OB and thank you for the journey!
Look , i enjoy your writing a lot and in a couple of cases drill deeper by looking into the companies websites , financial reports etc. I weed out the companies with very low market cap and not much liquidity in trading. Also i am hesitant with mining ventures and nano caps.I did&do overweigh my personal favourites high conviction stocks like Supreme , VLG,for example. This made me a lot of money ytd. Going forward i will increase my position in IPO and DEC....So your writing does inspire and is a good basis for further research and I thank you for your time and effort to share this material with us.
Greetings from southern Spain
I really enjoy your writing
Thank you for the efforts you go to
It’s my no 1 lookout
If it wasn’t difficult, would you include Dividends?
It depends on the approach but this may be a major source of growth for a conservative investor.
I also wholeheartedly agree with the above comment about deep value versus momentum.
The large caps are possibly lifted by the tide of higher interest rates.
Isn’t there also some sort of Warren Buffett quote about, “it’s not how many times you are right and how many times you are wrong, but how much you make when you are right and how much you lose when you are wrong”
Here’s to the next 300
First of all, huge congrats to Oak for a Gatting-esque innings thus far (that is Mike Gatting in the image right?)
Wr to the picks, realistically it takes time for deep value (versus say momentum) to be realised.
Some of the faves' performance (eg DEC) were subject to unfortunate reversals. For example, who would have thought the Democrats would have ambushed them when they obtained their US listing? Which is when I went in. But then there's management. PR is clearly like the moon to Rusty, and every time he issues an RNS the shares tank 10% or more. So I wonder whether if we all clubbed together with our dividends, we could make Oak Bloke the new company PR? Just a thought.
Elsewhere there are some picks where management is imo more sinister. For example, Anexo has a whopping £160m in accounts receivable. This smacks either of incompetence or (as I believe it) a scam. Either way, I wouldn't touch with a bargepole. I think it's a lot harder to spot these with the deficit of information these kinds of shares have.
Kudos though for the many winners. Pinewood and REA - both with special divis - were very decent picks. Congrats on your 300 OB and thank you for the journey!
Also just noticed Panthera up 36% today as it issues a Notice of Arbitration against the Indian Government.