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 135 issues
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Portfolio changes 28/10/26
PepsiCo Research Report
Recent underperformance has created an opportunity to buy this leading global beverage and convenience food company at a substantial discount to peers and its historical mean valuation.
Portfolio changes 14/10/26
Portfolio changes 28/09/26
Portfolio changes 24/09/26
Hilton Food Group Research Report
High quality business in a resilient sector trading at a depressed valuation due to recent headwinds. Considerable upside over a 3-5 year time horizon.
Portfolio changes 01/07/26
Portfolio changes 25/06/26
Charter Communications - the inverse SpaceX trade?
Uncertainty around competition from new technologies and a heavy debt burden have pushed Charter's share price to its lowest level in a decade, creating the opportunity for substantial upside from a recovery.
Portfolio changes 16/06/26
Portfolio changes 01/06/26
Portfolio changes 28/05/26
Portfolio changes 12/05/26
Portfolio changes 05/05/26
PayPal - golden opportunity or value trap?
Despite certain risks, the asymmetry between the up and downside scenarios makes PayPal a pretty enticing investment opportunity at its current share price.
Portfolio changes 12/03/26
Portfolio changes 09/03/26
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