June’s Pick of the Month was too long to write here in a blog format so see the Research section of this website or click here for a direct link.
Best investing,
HV
Sometimes I see something and I have to go big. Sadly, it usually takes months or years before I actually
Ideas are overrated. A couple of solid ideas a year are more than you need. The human mind, however, would
Berkeley Group is a UK homebuilder focused on brownfield regeneration (brownfield land is previously developed land that’s no longer being
Hardide PLC (AIM:HDD) is a £6.5m nanocap where revenue stagnation and persistent cash
burn led to an 80% decline over five years.
Supreme PLC is an FMCG business trading at ~9x LTM earnings with a 20%+ ROTC and a track record of
