Archive - Journeyman's Investing Blog

Great industry tail-winds, dominant position in a niche

This company is growing by acquisition in an area it understands well

Jun 10 •

May 2025

What I didn't publish next (might still be interesting)

Watkin Jones Pls (WJG.L, #WJG)

May 16 •

What I didn't publish

Aquis Stock Exchange (AQX.L)

May 14 •

September 2024

Zytronic plc (ZYT.L)

Decaying business but good investment?

Sep 5, 2024 •

April 2024

FDM Group Holdings Plc

High dividend, and ROCE, interesting business model, cheap

Apr 5, 2024 •

May 2023

Focusrite (TUNE.L)

Low(ish) cost provider with wide gross margins, high return on capital and high growth

May 5, 2023 •

March 2023

Knights Group Holdings plc (KGH.L)

Law practice roll-up

Mar 16, 2023 •

January 2023

The 600 Group plc (SIXH)

Jan 19, 2023 •

December 2022

Thinking through Forterra (FORT)

Looking at the big picture of a business

Dec 16, 2022 •

The five minute filter

Warren Buffett claims he can make a decision about a company in 5 minutes, how?

Dec 8, 2022 •

November 2022

Some useful code

How to get data for a list of companies easily

Nov 24, 2022 •

Somero Enterprises Inc (SOM.L)

Market leader with near monopoly in a niche industry

Nov 15, 2022 •

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