Venture

Venture: Portfolio Update

In the UK, mid and small-caps have played catch-up, yet AIM stocks still lag. That said, the trend has improved, and there is considerable implied…

Jun 11 •

Venture: European Transport

European cyclical stocks have been riding high, and today’s pick offers compelling value.

Jun 6 •

Venture: UK Consumer

The pandemic brought on a thirst, causing the major drink brands to surge. A hangover followed, and share prices have slumped since. This company has…

May 22 •

Venture: UK Industrial

This is a high-end industrial technology business that is world-class, and over the past 30 years, it has rarely offered investors the opportunity to…

May 13 •

Venture: Portfolio Update

What truly stands out is the evaporation of the FTSE AIM 100 Index, which is still down 46% since 2021, and flat over the past decade.

May 8 •

Venture: European Software

This is a growth stock that fell from grace after the 2021 tech bubble. Recent results suggest it is an excellent company, and too cheap.

May 7 •

Venture: Japanese Industrial

With the recent market selloff, there are good companies trading at historically low levels. I highlight a large, high-tech, industrial company in Japan…

May 2 •

DataGroup SE (D6H) Bid

With the bid at €54 per share and the current price above €53, there is little reason to hold from here, as the takeover has been accepted by the board.

Apr 16 •

Venture: Gold Mining

With gold making a new all-time high, we present another opportunity for a company that is beating the gold mining sector.

Apr 11 •

Venture: Portfolio Update

Trump has stepped back from the worst of the tariffs, and the market has rallied. The shift of capital back to the UK and Europe continues.

Apr 10 •

Venture: European Internet

Given recent events, we have been looking for opportunities in markets which are both insulated from tariffs and offer a good opportunity.

Apr 9 •

Venture: UK London Property

There's a shift towards companies demanding employees return to the office, accompanied by a gradual recovery in demand for office space, alongside…

Mar 26 •

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