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FDM Group Holdings Plc
High dividend, and ROCE, interesting business model, cheap
 • 
Journeyman

May 2023

Focusrite (TUNE.L)
Low(ish) cost provider with wide gross margins, high return on capital and high growth
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Journeyman
3

March 2023

Knights Group Holdings plc (KGH.L)
Law practice roll-up
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Journeyman
3

January 2023

The 600 Group plc (SIXH)
Laser focused?
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Journeyman
4

December 2022

Thinking through Forterra (FORT)
Looking at the big picture of a business
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Journeyman
1
The five minute filter
Warren Buffett claims he can make a decision about a company in 5 minutes, how?
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Journeyman
1

November 2022

Some useful code
How to get data for a list of companies easily
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Journeyman
Somero Enterprises Inc (SOM.L)
Market leader with near monopoly in a niche industry
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Journeyman
5
Return on Capital Employed
How to think about return on capital
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Journeyman

October 2022

The ideal company to invest in
What happens if a company grows net income without growing the capital employed?
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Journeyman
Looking for opportunities in UK REITs
There are some significant discounts in the UK REITs
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Journeyman
Coming soon
This is Value Investing Blog, a newsletter about Making money slowly using the value investing approach.
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Journeyman
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