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.
Investment analysis on Greggs Plc. High compounding growth machine, producing strong cash generation and high returns.
Investment analysis on Bovis Homes Group Plc. A high quality UK building company, consistently increasing returns with a long runway. Watchlist.