Stockopedia StockSlam - June 2018
Last week I had the privilege of hosting the first Stockopedia StockSlam in Central London. The idea for this was born from a conversation that I »
May 2018 Portfolio Update
After the market volatility of Spring, closely matched by uncertain weather, this month felt like a welcome relief as the sun shone on my portfolio. Very »
Next: Transforming itself in plain sight
I last looked in detail at Next back in the autumn of 2015 and felt that it was a decent proposition even at £71.20 and »
Progressive Equity Research Event - April 2018
In mid-April I attended an excellent investor event hosted by PIWorld at the offices of MHP Communications. All of the companies presenting caught my interest and »
Friday Notes from Mello 2018
This is the Friday follow-up to my notes here from the day before. Despite a rip-roaring awards ceremony, and poker being played until the early morning, »
Thursday Notes from Mello 2018
As noted elsewhere, not to mention in the Financial Times, the Mello 2018 conference in Derby last week was like no other. With fascinating key-note presentations, »
April 2018 Portfolio Update
Finally a pretty quiet month, with the stock market recovering from its wobble in March, and so much the better for that in my view. I »
ShareSoc Company Seminar - April 2018
Sadly I was unable to attend last month's seminar so I was especially keen to make this April meeting and the chance to learn about four »
March 2018 Portfolio Update
Another volatile, and cold, month with the FTSE swinging one way and another. While my portfolio struggled higher, courtesy of sparkling results from some of my »
Boohoo: Investing for success or disappointment?
Introduction I've known about Boohoo since they listed in 2014 but, thanks to Paul Scott, I became much more aware of their attractions following a profit »