Mortgage Advice Bureau, a well run mortgage advisor network. Consistent performance, an extended runway and attrative operating metrics. Including intrinsic valuation.
Brooks MacDonald Group Plc. Investment analyis, including intrinsic valuation. A wonderfully well rounded independent investment management firm.
Deeper dive into the valuation approach, expected future performance and recent activity of Vertu Motors.
Halfords Plc. Update, Diving deeper into the mental model valuation approach. Also, assessing recent activity from the company.
Novae Group Plc. Investment analysis. Including intrinsic valuation, historic underwriting performance and Warren Buffett Indsutry audio.
Update on A.G. Barr. Including expanded holistic mental model valuation and Mohnish Pabrai audio on the soft drinks industry and Coca-Cola.
Investment analysis on Kingfisher Plc. Strong branded, cash generative business. Including intrinsic valuation and investment checklist.
Investment analysis on Aberdeen Asset Management Plc. Including intrinsic valuation, industry analysis, competitive advantages and the business economics.
Investment analysis on Greggs Plc. High compounding growth machine, producing strong cash generation and high returns.
Investment analysis on Lloyds Banking Group Plc. Including intrinsic valuation, a warren buffett audible and a summary.