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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)
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Boon Koh
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?
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Boon Koh
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…
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Boon Koh
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…
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Boon Koh
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.
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Boon Koh
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?
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Boon Koh
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
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Boon Koh
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?
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Boon Koh
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…
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Boon Koh
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.
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Boon Koh
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.
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Boon Koh
2
My notes from the Aurora Investor Event (9 Oct 2024)
Interesting nuggets about their research process, investment philosophy, and a deep dive into Lloyds Banking (as well as some other companies like…
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Boon Koh
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