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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Company Updates - WBD
WBD announces sports streaming joint venture with ESPN and Fox; and Suicide Squad: Kill the Justice League gets off to a modestly good start.
Company Updates - ECOR
Highlights from Ecora Resources' Q4 trading update and FY24 outlook.
Company Updates - FSTA, TMI, TBLD
Trading updates from Fuller's and TMI; and tinyBuild vote passes.
DSW Capital Research Report
This mid-market professional services firm with a capital light business model trades at an undemanding FCF multiple, and has plenty of room for growth.
Firm Returns Weekly - tinyBuild postpones vote, and newsletter update
tinyBuild
Minutes before the Special Meeting was due to take place on Thursday (18 Jan), tinyBuild released a notification through the regulatory news service (RNS) to say the board had taken the decision to postpone the vote due to a number of significant shareholders being unable to submit their votes
Firm Returns Weekly - Tom Cruise sets up shop at WB, and other news
Just a brief note this week as I've been travelling, but here are a few news items I've picked out for you.
Warner Bros. Discovery
Tom Cruise sets up shop at Warner Bros. Studios
Tom Cruise's production company has entered into a strategic partnership
Important update for tinyBuild shareholders
For people who are struggling to vote on the resolutions for the Special Meeting, I have been told that tinyBuild has now appointed Equiniti as a proxy service advisor.
Their representative, which you can reach via email at Wayne.Slyfield@equiniti.com, will be able to collect your votes ahead
Firm Returns Weekly - 2023 box office figures, streaming ratings, and the UK financial services sector
A breakdown of the 2023 global box office figures; Young Sheldon tops the US streaming chart; and taking the temperature of the UK financial services sector.
Portfolio changes 04/01/23
Firm Returns Weekly - WBD acquires BluTV, and other news
WBD has acquired BluTV, and I take a look at how Wonka and Aquaman 2 are performing in theatres.