Secure Trust Bank Research Report
Small UK bank with an excellent lending history, long runway for growth, and dirt-cheap valuation.
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Firm Returns Weekly - TBLD, ECOR, AV, WBD
tinyBuild
We're expecting tinyBuild's interim results soon, so there should be a fair amount to discuss when they're released. In the meantime, I wanted to share a couple of articles I read this week that could be useful for anyone trying to gauge a
Firm Returns Weekly - TBLD, WBD, TMI
tinyBuild
Streets of Rogue 2
Streets of Rogue 2 has continued to gain momentum, with the game breaking into the top-100 most wishlisted upcoming games on Steam this week.
Using the internal wishlist data we've been given for recent releases (see I Am Future article below), we
Firm Returns Weekly - WBD, TBLD
Warner Bros. Discovery
Blue Beetle
Blue Beetle topped the US box office rankings in its opening weekend with domestic ticket sales of $25m, and is currently the widest release, showing in 3,871 theatres.
Performance is looking comparable to Shazam! Fury of the Gods, which released earlier this year and
Portfolio changes 25/08/23
Firm Returns Weekly - AV, TBLD
Aviva
This week, Aviva released their interim results for the first half of 2023. Here are some highlights:
Group Level
* Operating profit up 8% to £715m (1H22: £661m). On a per share basis, this rises to 10% due to share buybacks (19.9p vs 18.1p).
* Cash remittances (the money
Firm Returns Weekly - WBD, TBLD, AV
Warner Bros. Discovery
Films
Barbie has continued its upward trajectory with another week at the top of the charts. Here in the UK it is still the film with the most showings in cinemas, and when I went to see the Meg 2 on Wednesday, there was a crowd of
Firm Returns Weekly - WBD, TBLD, FSTA, ECOR, AV
This week's newsletter is a little late because I was travelling to attend a wedding over the weekend, but there's quite a lot to discuss.
Warner Bros. Discovery
Barbie update
Barbie continues to perform very well, and has now exceeded $1bn in worldwide box office revenue.
Firm Returns Weekly - Week 1
As a way to give you ongoing coverage of the companies in the portfolio, and generally keep you informed with what I'm doing, I have decided to start this weekly updates newsletter. It's completely separate from the Stock Analysis and Portfolio Updates newsletters, so if you
TBLD Update
I wrote about tinyBuild back in March, and it's fair to say a lot has happened since then. This is going to be an update covering, amongst other things: recent game releases, titles currently in development, the 2022 annual report, the recent trading update and outlook for 2023,