3 Comments
User's avatar
Jon's avatar

Hello Boon!

I thought to myself only yesterday that I hasn't seen you postimg for a while.

Always interesting to read.

Thank you and welcome back!

Regards, Jon

Expand full comment
Boon Koh's avatar

Hi Jon!

Thank you for your kind words.

I have missed writing, and hope now that my schedule is less hectic I should be able to write more consistently going forwards.

Hope your portfolio is doing well during this week's turbulent times!

I'm licking my lips as I'm 30% cash and so looking to deploy some of it given the panicked drops in some names.

The names I am looking to top up are Begbies, Spectra, and H&T. All relatively defensive, countercyclical. If they get to bonkers prices.

Expand full comment
Jon's avatar

Hi again Boon,

Sorry for the delay in reply. Like you, I have some funds available to invest, with considerably more on the way (if I can finally get them released).

I'm fairly sanguine about paper loses, though it's unpleasant to see of course.

I am looking to open new holdings more than top ups, though Volex have released a very positive (IMO) update this morning, so I am tempted to add there.

New positions under consideration, Velocity Composites, Brickability, Trustpilot, so much on offer really!

Best of luck, Jon

Expand full comment