The Boon Fund
Subscribe
Sign in
Home
Notes
Company Analysis
Archive
About
Company Analysis
Latest
Top
Discussions
Profit Warnings: What Are The Warning Signs?
I've had an unusual run of 5 profit warnings in July. Here, I go deep in Sosandar to see if there were warnings signs I could have spotted.
Jul 24
•
Boon Koh
11
Share this post
The Boon Fund
Profit Warnings: What Are The Warning Signs?
Copy link
Facebook
Email
Notes
More
9
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
21
Share this post
The Boon Fund
Shares I looked at this week (30 June 2025)
Copy link
Facebook
Email
Notes
More
8
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
Share this post
The Boon Fund
THG - Am I buying a cardboard hut and about to lose my shirt?
Copy link
Facebook
Email
Notes
More
13
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
Share this post
The Boon Fund
Shares I looked at this week (13 June 2025)
Copy link
Facebook
Email
Notes
More
1
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
Share this post
The Boon Fund
Shares I looked at this week (31 May 2025)
Copy link
Facebook
Email
Notes
More
6
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
Share this post
The Boon Fund
Shares I looked at this week (26 May 2025)
Copy link
Facebook
Email
Notes
More
3
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
Share this post
The Boon Fund
James Cropper (CRPR) - boring packaging company hiding a hidden gem
Copy link
Facebook
Email
Notes
More
7
🎄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
Share this post
The Boon Fund
🎄Xmas Edition: Shares I Looked at This Week
Copy link
Facebook
Email
Notes
More
8
Shares I looked at this week (15 Dec 2024)
My thoughts on three shares on my watchlist that I looked at recently - Churchill China, Ingenta, and Sanderson Design. What do you think?
Dec 15, 2024
•
Boon Koh
9
Share this post
The Boon Fund
Shares I looked at this week (15 Dec 2024)
Copy link
Facebook
Email
Notes
More
1
Shares I looked at over the past week (25 Nov 2024)
Inspired, Airtel Africa, and Revel Collective. Three very different businesses, but all three have quite bearish investor sentiment for a while now. Are…
Nov 25, 2024
•
Boon Koh
10
Share this post
The Boon Fund
Shares I looked at over the past week (25 Nov 2024)
Copy link
Facebook
Email
Notes
More
3
Using AI for Researching Shares - An Experiment. Did it work?
An example of where I used Perplexity, an AI research tool, to help me analyse a company - Centaur Media.
Nov 9, 2024
•
Boon Koh
12
Share this post
The Boon Fund
Using AI for Researching Shares - An Experiment. Did it work?
Copy link
Facebook
Email
Notes
More
7
Nichols (NICL) - boring and mature soft drink company or exciting growth opportunity?
I might have discovered a company that has a bit of both going on at the moment! And the market is still valuing it as the former.
Oct 21, 2024
•
Boon Koh
4
Share this post
The Boon Fund
Nichols (NICL) - boring and mature soft drink company or exciting growth opportunity?
Copy link
Facebook
Email
Notes
More
2
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts