Chriss
@britishinvestor.bsky.social
Private investor & blogger. Thoughts on valuations, investments and markets. Visit thebritishinvestor.com for more.
My post from the weekend on Games Workshop, for those that missed it.
A little Sunday morning reading, in which I take a look at Games Workshop PLC to try and assess if it's still undervalued.
thebritishinvestor.com/company-valu...
thebritishinvestor.com/company-valu...
Games Workshop is up over 3,500% in a Decade. Is it too Late to Invest? - The British Investor
A Winning Business Games Workshop PLC (LSE:GAW) has undoubtedly been a massive British success. I recall many far more sensible investors discussing this absolute superstar on Twitter back in 2016/17,...
thebritishinvestor.com
October 22, 2024 at 9:07 AM
My post from the weekend on Games Workshop, for those that missed it.
The easiest way to ensure you don't miss any of my articles is by signing up to my newsletter at eepurl.com/cHA0m9.
A little Sunday morning reading, in which I take a look at Games Workshop PLC to try and assess if it's still undervalued.
thebritishinvestor.com/company-valu...
thebritishinvestor.com/company-valu...
Games Workshop is up over 3,500% in a Decade. Is it too Late to Invest? - The British Investor
A Winning Business Games Workshop PLC (LSE:GAW) has undoubtedly been a massive British success. I recall many far more sensible investors discussing this absolute superstar on Twitter back in 2016/17,...
thebritishinvestor.com
October 20, 2024 at 1:03 PM
The easiest way to ensure you don't miss any of my articles is by signing up to my newsletter at eepurl.com/cHA0m9.
A little Sunday morning reading, in which I take a look at Games Workshop PLC to try and assess if it's still undervalued.
thebritishinvestor.com/company-valu...
thebritishinvestor.com/company-valu...
Games Workshop is up over 3,500% in a Decade. Is it too Late to Invest? - The British Investor
A Winning Business Games Workshop PLC (LSE:GAW) has undoubtedly been a massive British success. I recall many far more sensible investors discussing this absolute superstar on Twitter back in 2016/17,...
thebritishinvestor.com
October 20, 2024 at 8:59 AM
A little Sunday morning reading, in which I take a look at Games Workshop PLC to try and assess if it's still undervalued.
thebritishinvestor.com/company-valu...
thebritishinvestor.com/company-valu...
And the award for most eye-traumatising annual report goes to...Vodafone!
October 10, 2024 at 7:41 PM
And the award for most eye-traumatising annual report goes to...Vodafone!
Starting him young...
October 6, 2024 at 6:03 PM
Starting him young...
Warpaint London (LSE:W7L) is up 47% YTD, but currently trades on a valuation of 90 times free cash flow.
It's a fantastic growth story, but is it still under valued? What do you think?
It's a fantastic growth story, but is it still under valued? What do you think?
October 2, 2024 at 12:04 PM
Warpaint London (LSE:W7L) is up 47% YTD, but currently trades on a valuation of 90 times free cash flow.
It's a fantastic growth story, but is it still under valued? What do you think?
It's a fantastic growth story, but is it still under valued? What do you think?
Odessos Shiprepair Yard (BUL-ODES). No debt, strong EPS growth and a low valuation.
The first of three companies I looked at this weekend:
thebritishinvestor.com/company-valu...
The first of three companies I looked at this weekend:
thebritishinvestor.com/company-valu...
October 1, 2024 at 10:07 AM
Odessos Shiprepair Yard (BUL-ODES). No debt, strong EPS growth and a low valuation.
The first of three companies I looked at this weekend:
thebritishinvestor.com/company-valu...
The first of three companies I looked at this weekend:
thebritishinvestor.com/company-valu...
Delightful day spent at Wellington College today (for my full time job).
September 30, 2024 at 5:59 PM
Delightful day spent at Wellington College today (for my full time job).
My latest newsletter just went out.
This week I've been taking a look at a Bulgarian ship repair yard, a Brazilian sports manufacturer, and a Polish lead-acid battery recycler. The thing they have in common? They all appear exceedingly cheap.
thebritishinvestor.com/company-valu...
This week I've been taking a look at a Bulgarian ship repair yard, a Brazilian sports manufacturer, and a Polish lead-acid battery recycler. The thing they have in common? They all appear exceedingly cheap.
thebritishinvestor.com/company-valu...
What I’m Looking at – 28/09/24 - The British Investor
In recent weeks I've been placing increasing attention on more globally focussed companies (within the scope of my investable countries). My methodology and stock screener is simple: Focus on companie...
thebritishinvestor.com
September 29, 2024 at 11:03 AM
My latest newsletter just went out.
This week I've been taking a look at a Bulgarian ship repair yard, a Brazilian sports manufacturer, and a Polish lead-acid battery recycler. The thing they have in common? They all appear exceedingly cheap.
thebritishinvestor.com/company-valu...
This week I've been taking a look at a Bulgarian ship repair yard, a Brazilian sports manufacturer, and a Polish lead-acid battery recycler. The thing they have in common? They all appear exceedingly cheap.
thebritishinvestor.com/company-valu...
There's a sizeable chunk of the investing community that would argue Nvidia (NVDA) is overvalued.
Three years ago it traded on a P/E of 70. It's returned 77% a year since.
Investing is hard.
Three years ago it traded on a P/E of 70. It's returned 77% a year since.
Investing is hard.
September 28, 2024 at 8:01 PM
There's a sizeable chunk of the investing community that would argue Nvidia (NVDA) is overvalued.
Three years ago it traded on a P/E of 70. It's returned 77% a year since.
Investing is hard.
Three years ago it traded on a P/E of 70. It's returned 77% a year since.
Investing is hard.
Reposted by Chriss
My latest post, in which I've written up three companies for (potential) further investigation. (Valuations included):
thebritishinvestor.com/company-valu...
thebritishinvestor.com/company-valu...
What I’m Looking at – 28/09/24 - The British Investor
In recent weeks I've been placing an increasing focus on more globally focussed companies (within the scope of my investable countries). My methodology and stock screener is simple: Focus on companies...
thebritishinvestor.com
September 28, 2024 at 12:43 PM
My latest post, in which I've written up three companies for (potential) further investigation. (Valuations included):
thebritishinvestor.com/company-valu...
thebritishinvestor.com/company-valu...
My latest post, in which I've written up three companies for (potential) further investigation. (Valuations included):
thebritishinvestor.com/company-valu...
thebritishinvestor.com/company-valu...
What I’m Looking at – 28/09/24 - The British Investor
In recent weeks I've been placing an increasing focus on more globally focussed companies (within the scope of my investable countries). My methodology and stock screener is simple: Focus on companies...
thebritishinvestor.com
September 28, 2024 at 12:43 PM
My latest post, in which I've written up three companies for (potential) further investigation. (Valuations included):
thebritishinvestor.com/company-valu...
thebritishinvestor.com/company-valu...
McBride PLC looks absurdly cheap.
But that balance sheet...
Granted they're reducing net debt but it still isn't one for me.
But that balance sheet...
Granted they're reducing net debt but it still isn't one for me.
September 24, 2024 at 6:04 PM
McBride PLC looks absurdly cheap.
But that balance sheet...
Granted they're reducing net debt but it still isn't one for me.
But that balance sheet...
Granted they're reducing net debt but it still isn't one for me.
From the weekend:
My latest post, in which I take a look at Belfast-based Kainos PLC. It's a new portfolio addition for me.
thebritishinvestor.com/portfolio-po...
thebritishinvestor.com/portfolio-po...
I Just Bought Shares In Kainos PLC. Here’s Why - The British Investor
The Business Kainos Group PLC is a Belfast based company that helps organisations with digital transformation. They offer consulting, tech solutions, and platform services, focusing on cloud systems, ...
thebritishinvestor.com
September 17, 2024 at 8:01 AM
From the weekend:
Reposted by Chriss
My latest post, in which I take a look at Belfast-based Kainos PLC. It's a new portfolio addition for me.
thebritishinvestor.com/portfolio-po...
thebritishinvestor.com/portfolio-po...
I Just Bought Shares In Kainos PLC. Here’s Why - The British Investor
The Business Kainos Group PLC is a Belfast based company that helps organisations with digital transformation. They offer consulting, tech solutions, and platform services, focusing on cloud systems, ...
thebritishinvestor.com
September 14, 2024 at 8:03 AM
My latest post, in which I take a look at Belfast-based Kainos PLC. It's a new portfolio addition for me.
thebritishinvestor.com/portfolio-po...
thebritishinvestor.com/portfolio-po...
My latest post, in which I take a look at Belfast-based Kainos PLC. It's a new portfolio addition for me.
thebritishinvestor.com/portfolio-po...
thebritishinvestor.com/portfolio-po...
I Just Bought Shares In Kainos PLC. Here’s Why - The British Investor
The Business Kainos Group PLC is a Belfast based company that helps organisations with digital transformation. They offer consulting, tech solutions, and platform services, focusing on cloud systems, ...
thebritishinvestor.com
September 14, 2024 at 8:03 AM
My latest post, in which I take a look at Belfast-based Kainos PLC. It's a new portfolio addition for me.
thebritishinvestor.com/portfolio-po...
thebritishinvestor.com/portfolio-po...
Anyone fancy Australian Medical software and services provider, Pro Medicus, at 207 times earnings? ASX:PME.
September 12, 2024 at 1:07 PM
Anyone fancy Australian Medical software and services provider, Pro Medicus, at 207 times earnings? ASX:PME.
A lot of investors want to ride the underground, changing from train to train.
I'm trying to sail a cruise ship, making small course corrections over time.
I'm trying to sail a cruise ship, making small course corrections over time.
September 8, 2024 at 1:44 PM
A lot of investors want to ride the underground, changing from train to train.
I'm trying to sail a cruise ship, making small course corrections over time.
I'm trying to sail a cruise ship, making small course corrections over time.
No post for me this week. New week of term at our schools and it's always exhausting!
I have however been compiling a list of businesses around the world that have come up on my screen, and will type a few up next week.
I have however been compiling a list of businesses around the world that have come up on my screen, and will type a few up next week.
September 7, 2024 at 7:13 PM
No post for me this week. New week of term at our schools and it's always exhausting!
I have however been compiling a list of businesses around the world that have come up on my screen, and will type a few up next week.
I have however been compiling a list of businesses around the world that have come up on my screen, and will type a few up next week.
Reposted by Chriss
Great thread
a short 🧵 on equity downturns, a function of a conversation with my mentee (currently 8 years into a City career in equities). it occurred to me that she's seen most types of equity drawdown, but not the one that historically does a lot of damage and will no doubt do again when it next appears 1/n
September 5, 2024 at 12:47 PM
Great thread
Well there we go. My son's first (unrealised) profit in the stock market.
He's two, so unlikely to understand. But a day for celebration none the less!
He's two, so unlikely to understand. But a day for celebration none the less!
September 4, 2024 at 6:26 PM
Well there we go. My son's first (unrealised) profit in the stock market.
He's two, so unlikely to understand. But a day for celebration none the less!
He's two, so unlikely to understand. But a day for celebration none the less!
Reposted by Chriss
My latest post just went out via newsletter. You can sign up to receive these every Sunday (usually) here: eepurl.com/cHA0m9
thebritishinvestor.com/general-musi...
thebritishinvestor.com/general-musi...
Using the DCF Method to Value Companies - The British Investor
Adopting the DCF I cut my investing teeth on the writings and investment philosophies of value investing legends & authors like Warren Buffett, John Burr Williams, David Dreman and of course, Benjamin...
thebritishinvestor.com
September 1, 2024 at 12:24 PM
My latest post just went out via newsletter. You can sign up to receive these every Sunday (usually) here: eepurl.com/cHA0m9
thebritishinvestor.com/general-musi...
thebritishinvestor.com/general-musi...
Currently looking at the L&G Global 100 tracker. 0.09% TER, tracking the largest 100 companies globally.
Yes, a higher than average weighting towards US equities, but let's be honest, aren't global markets led by the US anyway?
Yes, a higher than average weighting towards US equities, but let's be honest, aren't global markets led by the US anyway?
Keen to find out from anyone managing a junior S&S ISA what strategy they've taken regarding investments. Stock picking? Low cost tracker/ETF?
September 1, 2024 at 2:08 PM
Currently looking at the L&G Global 100 tracker. 0.09% TER, tracking the largest 100 companies globally.
Yes, a higher than average weighting towards US equities, but let's be honest, aren't global markets led by the US anyway?
Yes, a higher than average weighting towards US equities, but let's be honest, aren't global markets led by the US anyway?
My latest post just went out via newsletter. You can sign up to receive these every Sunday (usually) here: eepurl.com/cHA0m9
thebritishinvestor.com/general-musi...
thebritishinvestor.com/general-musi...
Using the DCF Method to Value Companies - The British Investor
Adopting the DCF I cut my investing teeth on the writings and investment philosophies of value investing legends & authors like Warren Buffett, John Burr Williams, David Dreman and of course, Benjamin...
thebritishinvestor.com
September 1, 2024 at 12:24 PM
My latest post just went out via newsletter. You can sign up to receive these every Sunday (usually) here: eepurl.com/cHA0m9
thebritishinvestor.com/general-musi...
thebritishinvestor.com/general-musi...