Secure Trust Bank Research Report
Small UK bank with an excellent lending history, long runway for growth, and dirt-cheap valuation.
Archive
A collection of 129 issues
Featured
Latest
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,
Portfolio changes 03/07/23
Portfolio changes 30/06/23
Portfolio changes 19/06/23
WBD Update
What follows is a brief update on Warner Bros. Discovery, covering the events that have taken place since I published the original write-up in February.
Max
Launch
On 23 May, WBD released their new DTC product with the name and tag-line: Max - the one to watch. They announced
Portfolio changes 31/05/23
Ecora Resources Research Report
Business Overview
Ecora Resources (ECOR) is a royalty and streaming company based in London, and listed on the London Stock Exchange (LSE) with a market capitalisation of ~£300m - at a share price of £1.15. It also has secondary listings on the Toronto Stock Exchange (TSX) in Canada and the