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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TMI Update
This post provides an update on Taylor Maritime Investments (TMI) and the events that have taken place since my initial write-up in May last year. If you're not familiar with the company or want a refresher, take a look at that post first.
The first thing to
Bought 136 shares of WBD
Portfolio update - Q1 2023
tinyBuild Research Report
Business overview
tinyBuild is a video game developer and publisher with global operations headquartered in the US. The company listed on the Alternative Investment Market (AIM) of the London Stock Exchange in March 2021 for a price of £1.69 per share, equating to a market capitalisation at the time
Fuller, Smith & Turner Research Report
Business overview
Fuller, Smith & Turner (Fuller's) is a hospitality business listed on the London Stock Exchange with a market capitalisation of c.£312m. The company owns and operates a portfolio of pubs and hotels located in the South of England, which are divided into Managed Inns, directly
Warner Bros. Discovery Research Report
Business overview
Warner Bros. Discovery (WBD) is a leading global media and entertainment company with a portfolio of content and brands across film, television and streaming. It has a presence in over 220 countries and territories, and produces content in 50 different languages.
An incomplete list of its iconic brands
Somero Enterprises, Inc. Research Report
The size of this highly profitable and growing US industrial company makes it too small for many institutional investors, which in turn creates an attractive opportunity for individuals. Adequate margin of safety is provided by a robust balance sheet, with net cash, and a P/E of 7.1. The
Aviva Research Report
This UK listed insurer currently trades at a discount to its book value and at an attractive multiple of its average cash flows of the last 15 years. Recent market volatility and the impact of divestments have clouded the numbers despite continuing strong performance from its business operations. This has
Taylor Maritime Investments Research Report
Originally published on May 22, 2022
This recently listed specialist dry bulk shipping company offers an attractive opportunity to capture the upside of the supply-demand dynamics playing out in the minor bulk segment of the shipping market, whilst providing protection on the downside with a strong balance sheet, well