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
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Bottom Feeding - ATD.TSX, CCT.AIM, and QIPT.TSX
This week we're taking a look at a large Canadian convenience store operator, a toy developer/distributor in the UK, and a respiratory care provider in the US.
Alimentation Couche-Tard Inc. (ATD.TSX)
ATD operates more than 16,800 convenience stores and petrol stations across 31 countries
Bottom Feeding - DOM.LSE, TRN.LSE, and CFX.AIM
A look at two well-known growth companies, and a micro-cap aggressively repurchasing its shares.
Portfolio changes 12/05/25
Bottom Feeding - MG.TSX, LTHM.AIM, and D.UN.TSX
A look at an automotive industry supplier, timber product distributor, and office REIT.
Bottom Feeding - XPF.AIM, CTA.AIM, and CKN.LSE
A look at two micro-caps in very different industries, and a shipping broker.
Bottom Feeding - ECOR.LSE, HTG.LSE, and SFOR.LSE
Two companies in the natural resource sector trading below book value, and digital marketing company caught in the advertising slump.
Warner Bros. Discovery FY24 results and outlook
A year of excellent progress for DTC, offset by weaker studio performance, and continued network declines. Outlook for 2025 and 2026 is looking very promising.
Newsletter changes
Hello everyone. This is just a quick note to outline some changes I'll be making to Firm Returns going forwards. These include the addition of a new weekly newsletter, and a Firmer tier content and price change. Let's start with the new weekly newsletter.
Bottom Feeding
Portfolio changes 08/04/25
Jet2 Research Report
An exceptional leisure travel business trading at a highly attractive valuation given its long-term growth potential.