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News

Kinovo, potential takeover offer

Posted on May 12, 2025June 11, 2025 by Boyan Filev | Category: General, Stock Specific update, Uncategorized

Clearly the value of the business is being appreciated by third parties with the cash offer at 35% premium. Lets hope other suitors will step in and bring the offer closer to £1 per share(current cash offer from Sureserve is for 87.5p). I hope the podcast has helped some of you review Kinovo’s business in […]

Hilton Foods podcast added

Posted on May 7, 2025June 11, 2025 by Boyan Filev | Category: General, Uncategorized

A long term core holding of mine which is back to doing what it does best: operational excellence and automation. Who doesn’t need that? Worth a listen

New podcasts live

Posted on April 23, 2025June 11, 2025 by Boyan Filev | Category: General, Uncategorized

Investment case summaries for Kinovo, Billington and Touchstar have been added in addition to Cordel, Transense and Begbies.

Podcasts

Posted on April 10, 2025June 11, 2025 by Boyan Filev | Category: General, Uncategorized

Podcasts are now active. These are organised by different topics. Most of them are summaries of the companies I invest in. These would be slowly growing over the coming weeks so please keep tuned in.

You are on your own until this website gets going

Posted on March 31, 2025June 11, 2025 by Boyan Filev | Category: General, Uncategorized

Markets are tough I know. Good luck in the meantime

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