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Spectra Systems (SPSY) - Making Money from Making Money
In the literal sense, Spectra enables central banks to print money. But is this a dying industry?
Apr 30
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Boon Koh
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Spectra Systems (SPSY) - Making Money from Making Money
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Safestay (SSTY) - did they just unlock a possible operating model shift?
Moving to the capital light model of operator-brand rather than owner-operator
Apr 21
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Boon Koh
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Safestay (SSTY) - did they just unlock a possible operating model shift?
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Begbies Traynor (BEG) - Growth and an insurance policy wrapped up into one
Is this the mythical "heads I win, tails you lose" share?
Apr 9
•
Boon Koh
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Begbies Traynor (BEG) - Growth and an insurance policy wrapped up into one
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MP Evans (MPE) - boring but undervalued?
A sleepy agricultural group, but potentially meets my threshold of a 40% gain within two years
Mar 25
•
Boon Koh
2
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MP Evans (MPE) - boring but undervalued?
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Eco Animal Health (ECO) - A recovery play and a blue sky play
Cloudy situations can sometimes be the best investments
Mar 20
•
Boon Koh
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Eco Animal Health (ECO) - A recovery play and a blue sky play
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Online Fashion Retailers - can they be profitable?
A look at ASOS, Boohoo, and Sosandar and whether investing in them is a fool's errand
Mar 14
•
Boon Koh
2
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Online Fashion Retailers - can they be profitable?
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Motorpoint (MOTR) - Is the industry business model broken?
My doubts on healthy profitability in the used car market
Feb 28
•
Boon Koh
2
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Motorpoint (MOTR) - Is the industry business model broken?
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Time Finance (TIME) - Continued Momentum
Is this growth flywheel sustainable?
Feb 10
•
Boon Koh
3
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Time Finance (TIME) - Continued Momentum
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New Position: Comptoir Group (COM)
Previously a struggling Lebanese restaurant group that now is being turned around and has some interesting growth prospects
Feb 5
•
Boon Koh
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New Position: Comptoir Group (COM)
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XPF & CRPR - Two exciting prospects continue to be uninvestable for now
XP Factory and James Cropper remain on the watchlist, for a while longer
Jan 27
•
Boon Koh
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XPF & CRPR - Two exciting prospects continue to be uninvestable for now
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Sold All: Camellia (CAM)
Global agricultural group(ish) in deep value but chronically poor performance
Jan 8
•
Boon Koh
3
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Sold All: Camellia (CAM)
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New Position: Zytronic (ZYT)
Manufacturer of high-performance touchscreens for heavy duty use cases
Jan 6
•
Boon Koh
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New Position: Zytronic (ZYT)
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