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 companies I have my eye on...
As always, Boon's share reports are like an adventure story with many thrilling successes and a few hair-raising mishaps but always with a racy narrative. Leaves you wanting a sequal very soon.
Thank you again for your hard work and humour. Your work is always a joy to read. Regarding PZC, Lord Lee, a former director there, has had positive things to say and sees it as undervalued. He has a holding. This is a link to his interests:
Indeed! That's what got PZC on my radar in the first place - Lord Lee's holding.
Albeit I don't see his current status as holding as a buy signal, as he has been holding it for so long, and his style is very much hold and forget as he has so much faith in the long term structural potential for the company. I definitely don't have that type of belief - I don't think you can tell whether a company can be a success long-term.
I heard that he mentioned it at the recent Mello Conference?
As always, Boon's share reports are like an adventure story with many thrilling successes and a few hair-raising mishaps but always with a racy narrative. Leaves you wanting a sequal very soon.
Thank you again for your hard work and humour. Your work is always a joy to read. Regarding PZC, Lord Lee, a former director there, has had positive things to say and sees it as undervalued. He has a holding. This is a link to his interests:
https://members.parliament.uk/member/1132/registeredinterests
It makes interesting reading. Thanks again.
Indeed! That's what got PZC on my radar in the first place - Lord Lee's holding.
Albeit I don't see his current status as holding as a buy signal, as he has been holding it for so long, and his style is very much hold and forget as he has so much faith in the long term structural potential for the company. I definitely don't have that type of belief - I don't think you can tell whether a company can be a success long-term.
I heard that he mentioned it at the recent Mello Conference?
Thanks for the compliment and feedback!