Not really been concentrating, trying to get it back - actually made progress recently
Probably not helpful to see that sometimes, concentration can be a b1tch!!
For anyone interested, 2024 finished around 12%, but who's counting!!

Happy new year finsky - not my best year but thankfully tomorrow is a new year & it can only get better, or as most value investors understand, a lot lot worse!!
Wish you all the very best for the new year and all the years that follow.
Have a great night & 2025 whatever you do

#VTY
Is this why research analysts don't get paid the big bucks?

Bit of a twitter/market hiatus, mainly my doing, but lets blame politics/budget speculation!!
Made an exception for my favourite asset manager
#LIO.L Would the last AUM please turn out the lights!!
Bet they're really hoping past performance is not a guide to future performance

#ASC.L
Adj EBITDA upper end, Sales miss - thank the lord for made up numbers!
Also, if s/holder is helping capital allocation for investee, are they not worsening own capital allocation?
£118m on a £437m M/Cap seems pretty big - shame that it is only 12% of the total debt, 20% of Net debt mind

Bond market blah, yield curve blah, ISM blah, Beige book blah

Best recession indicator is grey shading on charts!!

If demand for registration of interest products was not outstripping demand, why would one need to register interest??
#WOSG.L

#WOSG.L
Words, I know the best words.
H2 weighting for US and buying a supplier does allow quite a bit of wiggle room come H1 results vs full year forecasts