James Goodwin
An everyday example that illustrates the value investor mindset
I'm taking a departure from my usual research with this article to describe a time, before I started my investing journey, when I unknowingly applied a value investor mindset to an everyday financial decision - selecting an apartment to rent.
Back in 2019, a couple of years after I
Portfolio changes 02/02/26
Portfolio changes 20/01/26
Three Contrarian Investment Ideas for January 2026
Today I'm sharing three interesting companies I've been researching over the last few weeks. All three are going through some manner of turbulence that has hit their share price, but in each case, the impact looks relatively short-term and thus presents a potential opening for
2025 Annual Review
A very strong year with performance largely driven by events rather than general market sentiment.
Shepherd Neame Research Report
An opportunity to purchase a high quality business at a 60% discount to its tangible book value.
Portfolio changes 27/11/25
Portfolio changes 03/11/25
Secure Trust Bank October 2025 update
After a turbulent year, much of the uncertainty has cleared and the current valuation remains highly attractive.