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    US tech results

    Just a short post to comment on the results for Google and Amazon(and Meta, a position which I started building into since the start of the year). I thought all 3 had excellent results(especially google for which I had some reservations(see H1 performance commentary). Overall I think these stocks will have the least amount of … Continue reading US tech results →

    Mitie FY25 results

    Mitie announced reasonable results alongside an acquisition of Marlow(MRL) for £366m in a part cash(2/3), part shares(1/3) offer. The initial market reaction was quite disappointing with Mitie losing about £300m in market cap. I suspect the share reaction is a combination of the lack of clarity on the rationale for the acquisition and something within … Continue reading Mitie FY25 results →

    Cordel Trading update

    Positive update from Cordel, another excellent win with a reputable Class 1 US freight railroad for the AI technology offered by the company. Hopefully this provides additional assurances for other clients to jump on board imminently. In the current economic environment it is important to offer products which not only save you money but also … Continue reading Cordel Trading update →

    Website updates progress

    As I currently have a significant number of holdings which I have built over the years, it would take a while to upload podcasts and analysis on all of them. I will likely be uploading following an earnings announcement or a trading update for the companies which I hold but have yet to publish analysis … Continue reading Website updates progress →

    Hilton Foods podcast added

    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

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

    Podcasts

    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.