For those inclined to inspect the vintage, here lies a complete record of my weekly pronouncements.
Like any collection laid down over time, some of these observations will have aged into something approaching wisdom; others, one suspects, will have curdled into cautionary tales. To spare you a moment's labour, the name of each company featured is noted, alongside the investors who prompted the commentary. Peruse at your leisure.
GlobalData PLC |
Melrose Industries PLC |
GetBusy PLC |
BOOHOO GROUP PLC |
Fevertree Drinks Plc |
Foresight Group Holdings Limited |
Funding Circle Holdings PLC |
Everplay Group PLC |
Critical Metals Plc |
Weir Group PLC |
Arecor Therapeutics PLC |
Amaroq Minerals Ltd. |
Headlam Group |
Palace Capital PLC |
Helical Bar Plc |
B&M European Value Retail SA |
Golden Metal Resources PLC |
Vodafone Group PLC |
Coats Group PLC |
Hays plc |
Morgan Advanced Materials plc |
Johnson Matthey PLC |
Science Group plc |
Peter Gyllenhammar AB |
Patinex AG |
Lucius Cary |
Duquesne Family Office |
Heronbridge Investment Management |
Russell Fryer |
Salt Value
Oxford BioMedica PLC |
Golden Metal Resources PLC |
Deliveroo Holdings PLC |
Auction Technology Group PLC |
Primary Health Properties |
Secure Trust Bank PLC |
Georgia Capital PLC |
Briarwood Chase Management |
UCAM |
Glazer Capital
ASA International Group PLC |
Oxford BioMedica PLC |
Conduit Holdings Ltd |
HARENA RESOURCES PLC |
Zenith Energy Ltd |
British American Tobacco PLC |
Jardine Matheson Holdings Limited |
Beazley plc |
Trufin PLC |
Víctor Urrutia Vallejo |
Bradley Louis Radoff |
Watrium
London Stock Exchange Group PLC |
Standard Chartered PLC |
Conduit Holdings Ltd |
Tesco PLC |
Challenger Energy Group PLC |
System1 Group PLC |
Hikma Pharmaceuticals PLC |
Glanbia plc |
Pollen Street PLC |
Smith & Nephew PLC |
Tullow Oil PLC |
Manolete Partners PLC |
Croda International PLC |
International Consolidated Airlines Group S.A |
Scancell Hldgs Plc |
ConvaTec Group PLC |
Vistry Group PLC |
Lancaster Investment Management |
Jonathan Fitzpatrick |
Brightlight Capital Partners |
Silchester International Investors
Rathbone Brothers PLC |
AOTI Inc |
Informa PLC |
Eurocell PLC |
Gelion PLC |
Mobius Investment Trust PLC |
Ibstock PLC |
Sanderson Design Group PLC |
Premier African Minerals Ltd |
SysGroup PLC |
LBV Asset Management |
Brookdale International Partners |
Mudita Advisors |
Lancaster Investment Management |
George Roach |
Robin and Julia Chamberlayne
XPS Pensions Group PLC |
Cake Box Holdings PLC |
Cranswick PLC |
Verici Dx Plc |
Porvair plc |
G.G.G. S.p.A |
Pentwater Capital Management |
River Capital
Montanaro UK Smaller Companies Investment Trust PLC |
Foxtons Group Plc |
Macfarlane Group PLC |
Trifast plc |
US Solar Fund Plc |
Oxford Biodynamics PLC |
Strix Group Plc |
The GYM Group PLC |
Cohort |
Brave Bison Group PLC |
Pentwater Capital Management |
Hauser Brothers |
Converium Capital |
Kambiz Nourbakhsh |
Oxy Capital |
Staude Capital |
Charles Montanaro |
Trafalgar Capital Management
Rockfire Resources plc |
Inspired Plc |
Volex Plc |
J Sainsbury PLC |
Secure Trust Bank PLC |
Foresight Group Holdings Limited |
Samson Rock |
ACAM LP
Pinewood Technologies Group PLC |
Adriatic Metals |
Pearson PLC |
The Berkeley Group Holdings plc |
Secure Trust Bank PLC |
Ao World |
World Chess PLC |
Helikon |
Cevian Capital |
Sellaronda Global Management |
Prytek Investment Holdings
Burberry Group PLC |
Poolbeg Pharma PLC |
Trustpilot Group PLC |
Accesso Technology Group PLC |
Bunzl PLC |
The Berkeley Group Holdings plc |
Vodafone Group PLC |
RM Plc |
Wise plc |
Diageo PLC |
The GYM Group PLC |
Marks and Spencer Group PLC |
Kier Group PLC |
Intercede Group |
Georgia Capital PLC |
SkinBioTherapeutics PLC |
Cordiant Digital Infrastructure Limited |
Zinnwald Lithium PLC |
Avalon UK Limited |
AMG Critical Materials N.V. |
Long Path Partners |
Astaris Capital Management LLP |
Roaring Waters Capital |
David Campbell Brierwood
Riverstone Energy Ltd |
Naked Wines plc |
Lloyds Banking Group PLC |
NatWest Group PLC |
Brickability Group Plc |
B&M European Value Retail SA |
TEAM plc |
H&T Group plc |
The Berkeley Group Holdings plc |
Domino’s Pizza Group PLC |
Raspberry Pi Holdings PLC |
Ibstock PLC |
Urban Logistics Reit PLC |
JPMORGAN EMERGING EUROPE MIDDLE EAST & AFRICA SECURITIES PLCc |
Porvair plc |
Metage Capital |
Camac Partners |
G.G.G. S.p.A |
Kevin Allenby |
Browning West |
Sand Grove Capital Management |
Glazer Capital
Riverstone Energy Ltd |
Drax Group PLC |
Aquila Energy Efficiency Trust PLC |
TT Electronics Plc |
Mitie Group PLC |
Tharisa plc |
Ab Dynamics |
Helix Exploration plc |
City Of London Investment Group |
Property Franchise Group PLC |
Drachs Investments No3 |
Almitas Capital |
Richard Martin |
DBAY Advisors |
Res Privata
Sherborne Investors Guernsey C Ltd |
Drax Group PLC |
Investec PLC |
Invinity Energy Systems PLC |
Gelion PLC |
Mitie Group PLC |
Oxford Nanopore Technologies Ltd |
Playtech Plc |
Empire Metals Limited |
Sirius Real Estate Limited |
JP Morgan Global Growth & Income PLC |
Urban Logistics Reit PLC |
Motorpoint Group PLC |
Sherborne Investors |
Mudita Advisors |
AIMS Asset Management |
EIT Oxford Holdings |
John Bolitho |
Thomas Reginald Dodd |
Artha Bharat Investment Managers |
Glazer Capital
Supreme PLC |
Utilico Emerging Markets Ltd |
Schroder British Opportunities Trust |
Morgan Advanced Materials plc |
Picton Property Income Ltd |
Upland Resources Ltd |
Beeks Trading Corporation Ltd |
Atome Energy PLC |
Staude Capital |
Bolhassan Di |
Saba Capital |
Bronte Capital Management
That is the extent of the archive for now. This public ledger is a new undertaking and, like any worthwhile construction, it requires patience. Rome, after all, was not built in a day.
~ H.V.N.
N.B. This publication is a work of commentary and journalism, not a financial advisory service. I am a narrator of capital flows, not your personal portfolio manager. No fiduciary relationship is implied or intended, and this is not investment advice.
The information presented here is a starting point for your own research, not a substitute for it. Due diligence is your burden, and yours alone. As an active participant in these markets, my interests and positions may well intersect with the topics discussed. Prudence dictates you assume I am talking my own book.
Invest intelligently, and at your own risk.
