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Zytronic plc (ZYT.L)
Decaying business but good investment?
Sep 5, 2024
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Journeyman
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Zytronic plc (ZYT.L)
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April 2024
FDM Group Holdings Plc
High dividend, and ROCE, interesting business model, cheap
Apr 5, 2024
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Journeyman
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FDM Group Holdings Plc
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May 2023
Focusrite (TUNE.L)
Low(ish) cost provider with wide gross margins, high return on capital and high growth
May 5, 2023
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Journeyman
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March 2023
Knights Group Holdings plc (KGH.L)
Law practice roll-up
Mar 16, 2023
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Journeyman
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Knights Group Holdings plc (KGH.L)
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January 2023
The 600 Group plc (SIXH)
Laser focused?
Jan 19, 2023
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Journeyman
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The 600 Group plc (SIXH)
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December 2022
Thinking through Forterra (FORT)
Looking at the big picture of a business
Dec 16, 2022
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Journeyman
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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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November 2022
Some useful code
How to get data for a list of companies easily
Nov 24, 2022
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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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October 2022
The ideal company to invest in
What happens if a company grows net income without growing the capital employed?
Oct 31, 2022
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Journeyman
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The ideal company to invest in
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Looking for opportunities in UK REITs
There are some significant discounts in the UK REITs
Oct 17, 2022
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Journeyman
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Looking for opportunities in UK REITs
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