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.
TEAM plc |
Brickability Group Plc |
Ibstock PLC |
Naked Wines plc |
Riverstone Energy Ltd |
JPMORGAN EMERGING EUROPE MIDDLE EAST & AFRICA SECURITIES PLCc |
NatWest Group PLC |
Lloyds Banking Group PLC |
Domino’s Pizza Group PLC |
Raspberry Pi Holdings PLC |
Porvair plc |
The Berkeley Group Holdings plc |
Urban Logistics Reit PLC |
B&M European Value Retail SA |
H&T Group plc |
Glazer Capital |
Sand Grove Capital Management |
Kevin Allenby |
Browning West |
Metage Capital |
G.G.G. S.p.A |
Camac Partners
Property Franchise Group PLC |
Mitie Group PLC |
Ab Dynamics |
Helix Exploration plc |
Riverstone Energy Ltd |
TT Electronics Plc |
Drax Group PLC |
Aquila Energy Efficiency Trust PLC |
Tharisa plc |
City Of London Investment Group |
Richard Martin |
DBAY Advisors |
Drachs Investments No3 |
Res Privata |
Almitas Capital
Oxford Nanopore Technologies Ltd |
Playtech Plc |
Investec PLC |
Mitie Group PLC |
Empire Metals Limited |
Gelion PLC |
JP Morgan Global Growth & Income PLC |
Sherborne Investors Guernsey C Ltd |
Drax Group PLC |
Motorpoint Group PLC |
Invinity Energy Systems PLC |
Urban Logistics Reit PLC |
Sirius Real Estate Limited |
Glazer Capital |
Artha Bharat Investment Managers |
John Bolitho |
AIMS Asset Management |
Sherborne Investors |
EIT Oxford Holdings |
Mudita Advisors |
Thomas Reginald Dodd
Utilico Emerging Markets Ltd |
Schroder British Opportunities Trust |
Beeks Trading Corporation Ltd |
Picton Property Income Ltd |
Morgan Advanced Materials plc |
Upland Resources Ltd |
Supreme PLC |
Atome Energy PLC |
Saba Capital |
Bronte Capital Management |
Bolhassan Di |
Staude 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.
