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June 2025: Performance, Trades, and Commentary
Another good month, with only one buy (THG) and sell (TIME) out of the portfolio. I analyse updates from RNK, MTVW, and RWA, as well as share four…
Jul 6
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Boon Koh
20
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June 2025: Performance, Trades, and Commentary
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June 2025
Shares I looked at this week (30 June 2025)
Two liquids and a solid (literally!). All are in various states of growth. Can any of them multibag to a £100m market cap or even £1bn? (IOF, ART, SCE)
Jun 30
•
Boon Koh
20
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Shares I looked at this week (30 June 2025)
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THG - Am I buying a cardboard hut and about to lose my shirt?
The Hut Group is probably a case study in the "things gone wrong" category at MBA schools. But maybe I've discovered hidden diamonds under the shack?
Jun 21
•
Boon Koh
26
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THG - Am I buying a cardboard hut and about to lose my shirt?
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Shares I looked at this week (13 June 2025)
Is this company dumping stock at a loss? Can a CEO selling shares be a buy signal? And a company I wrote about exactly one year ago - has the investment…
Jun 13
•
Boon Koh
13
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Shares I looked at this week (13 June 2025)
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May 2025: Performance, Trades, and Commentary
Probably my best ever month of gains. Two sells, no buys, and three notable company updates this month. #HAT , #PGH , #CAM , #BEG , #RNK
Jun 5
•
Boon Koh
10
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May 2025: Performance, Trades, and Commentary
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May 2025
Shares I looked at this week (31 May 2025)
I looked at Sanderson Design, Eurocell, and Dianomi this week - and frustrated that all three could be great companies, but just not investible for me…
May 31
•
Boon Koh
10
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Shares I looked at this week (31 May 2025)
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Shares I looked at this week (26 May 2025)
Celebrus, THG, and MONY (#CLBS, #THG, #MONY) - I'm really excited about one of them, and barge-poling another.
May 26
•
Boon Koh
11
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Shares I looked at this week (26 May 2025)
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April 2025: Performance, Trades, and Commentary
Only one trade this month amidst all the volatility! I also have a look at which companies will be beneficiaries of the Tariffs, and which will be…
May 5
•
Boon Koh
5
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April 2025: Performance, Trades, and Commentary
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April 2025
James Cropper (CRPR) - boring packaging company hiding a hidden gem
Will this be the year that markets flip from glass half empty to glass half full?
Apr 13
•
Boon Koh
18
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James Cropper (CRPR) - boring packaging company hiding a hidden gem
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Q1 2025: Performance, Trades, and Commentary
Has there been a more weird start to the year than what we just had? Updates on COM, GEMD, RWA, HAT, SOS, NICL, ASHM, PHNX
Apr 3
•
Boon Koh
6
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Q1 2025: Performance, Trades, and Commentary
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January 2025
2024 Year in Review: +12% Performance plus the Best, the Worst, and the Puzzling Shares
The streak continues with 4 years in a row of outperforming the FTSE All-Share. Some surprises in terms of what drove the performance... DLG, PAY, OTB…
Jan 8
•
Boon Koh
13
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2024 Year in Review: +12% Performance plus the Best, the Worst, and the Puzzling Shares
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December 2024
🎄Xmas Edition: Shares I Looked at This Week
Can these three shares, all with four letter tickers, put a 🚀 to portfolio returns in 2025? CRPR, MACF, and CLBS
Dec 25, 2024
•
Boon Koh
13
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🎄Xmas Edition: Shares I Looked at This Week
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