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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A collection of 134 issues
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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
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