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Focusrite (TUNE.L)
Low(ish) cost provider with wide gross margins, high return on capital and high growth
May 5
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Journeyman
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Knights Group Holdings plc (KGH.L)
Law practice roll-up
Mar 16
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Journeyman
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Knights Group Holdings plc (KGH.L)
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The 600 Group plc (SIXH)
Laser focused?
Jan 19
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Journeyman
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The 600 Group plc (SIXH)
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Thinking through Forterra (FORT)
Looking at the big picture of a business
Dec 16, 2022
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Thinking through Forterra (FORT)
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The five minute filter
Warren Buffett claims he can make a decision about a company in 5 minutes, how?
Dec 8, 2022
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Journeyman
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The five minute filter
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Some useful code
How to get data for a list of companies easily
Nov 24, 2022
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Journeyman
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Some useful code
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Somero Enterprises Inc (SOM.L)
Market leader with near monopoly in a niche industry
Nov 15, 2022
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Journeyman
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Somero Enterprises Inc (SOM.L)
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Return on Capital Employed
How to think about return on capital
Nov 7, 2022
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Journeyman
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Return on Capital Employed
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Value Investing Blog
Making money slowly using the value investing approach
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Making money slowly using the value investing approach
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