The Archive
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.
Manolete Partners PLC |
ConvaTec Group PLC |
Vistry Group PLC |
Glanbia plc |
London Stock Exchange Group PLC |
Pollen Street PLC |
Tesco PLC |
Conduit Holdings Ltd |
Standard Chartered PLC |
System1 Group PLC |
International Consolidated Airlines Group S.A |
Scancell Hldgs Plc |
Smith & Nephew PLC |
Tullow Oil PLC |
Hikma Pharmaceuticals PLC |
Croda International PLC |
Challenger Energy Group PLC |
Jonathan Fitzpatrick |
Lancaster Investment Management |
Silchester International Investors |
Brightlight Capital Partners
Premier African Minerals Ltd |
Sanderson Design Group PLC |
Eurocell PLC |
Ibstock PLC |
Rathbone Brothers PLC |
SysGroup PLC |
Gelion PLC |
Mobius Investment Trust PLC |
AOTI Inc |
Informa PLC |
George Roach |
Lancaster Investment Management |
Mudita Advisors |
Robin and Julia Chamberlayne |
LBV Asset Management |
Brookdale International Partners
Cranswick PLC |
XPS Pensions Group PLC |
Porvair plc |
Verici Dx Plc |
Cake Box Holdings PLC |
G.G.G. S.p.A |
River Capital |
Pentwater Capital Management
Trifast plc |
The GYM Group PLC |
Strix Group Plc |
Foxtons Group Plc |
Cohort |
Brave Bison Group PLC |
Montanaro UK Smaller Companies Investment Trust PLC |
US Solar Fund Plc |
Oxford Biodynamics PLC |
Macfarlane Group PLC |
Hauser Brothers |
Pentwater Capital Management |
Trafalgar Capital Management |
Kambiz Nourbakhsh |
Staude Capital |
Oxy Capital |
Converium Capital |
Charles Montanaro
J Sainsbury PLC |
Volex Plc |
Secure Trust Bank PLC |
Inspired Plc |
Rockfire Resources plc |
Foresight Group Holdings Limited |
ACAM LP |
Samson Rock
Adriatic Metals |
Pearson PLC |
World Chess PLC |
Ao World |
Secure Trust Bank PLC |
Pinewood Technologies Group PLC |
The Berkeley Group Holdings plc |
Sellaronda Global Management |
Cevian Capital |
Helikon |
Prytek Investment Holdings
SkinBioTherapeutics PLC |
Kier Group PLC |
Bunzl PLC |
The GYM Group PLC |
Marks and Spencer Group PLC |
Diageo PLC |
Trustpilot Group PLC |
Intercede Group |
RM Plc |
Zinnwald Lithium PLC |
Burberry Group PLC |
Georgia Capital PLC |
The Berkeley Group Holdings plc |
Accesso Technology Group PLC |
Cordiant Digital Infrastructure Limited |
Vodafone Group PLC |
Poolbeg Pharma PLC |
Wise plc |
Avalon UK Limited |
Astaris Capital Management LLP |
Long Path Partners |
David Campbell Brierwood |
AMG Critical Materials N.V. |
Roaring Waters Capital
Lloyds Banking Group PLC |
Urban Logistics Reit PLC |
TEAM plc |
Ibstock PLC |
Naked Wines plc |
Brickability Group Plc |
Domino’s Pizza Group PLC |
B&M European Value Retail SA |
H&T Group plc |
Porvair plc |
NatWest Group PLC |
The Berkeley Group Holdings plc |
Raspberry Pi Holdings PLC |
JPMORGAN EMERGING EUROPE MIDDLE EAST & AFRICA SECURITIES PLCc |
Riverstone Energy Ltd |
Camac Partners |
Sand Grove Capital Management |
Browning West |
Kevin Allenby |
Glazer Capital |
Metage Capital |
G.G.G. S.p.A
Aquila Energy Efficiency Trust PLC |
Tharisa plc |
Ab Dynamics |
Drax Group PLC |
TT Electronics Plc |
Helix Exploration plc |
Property Franchise Group PLC |
Mitie Group PLC |
Riverstone Energy Ltd |
City Of London Investment Group |
Almitas Capital |
Drachs Investments No3 |
DBAY Advisors |
Richard Martin |
Res Privata
Sherborne Investors Guernsey C Ltd |
Urban Logistics Reit PLC |
Playtech Plc |
Oxford Nanopore Technologies Ltd |
Sirius Real Estate Limited |
Gelion PLC |
Drax Group PLC |
Invinity Energy Systems PLC |
JP Morgan Global Growth & Income PLC |
Investec PLC |
Empire Metals Limited |
Mitie Group PLC |
Motorpoint Group PLC |
Thomas Reginald Dodd |
AIMS Asset Management |
Sherborne Investors |
EIT Oxford Holdings |
John Bolitho |
Glazer Capital |
Mudita Advisors |
Artha Bharat Investment Managers
Schroder British Opportunities Trust |
Utilico Emerging Markets Ltd |
Beeks Trading Corporation Ltd |
Picton Property Income Ltd |
Supreme PLC |
Atome Energy PLC |
Upland Resources Ltd |
Morgan Advanced Materials plc |
Bronte Capital Management |
Staude Capital |
Bolhassan Di |
Saba Capital
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.
