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Author: admin

General

TP ICAP ($TCAP.L): An evolving electronic trading and data platform valued at 6x earnings with insider buying…150%+ upside.

TP ICAP is a leading securities broker that is seeking to shift into higher growth and higher margin activities like…
November 23, 2020November 29, 2020 admin
General The Lockdown Series

The Collective Finance: 2 month birthday…update on performance

The Collective launched the blog on 27th September 2020 with a simple view “Let’s find stocks that can double in…
November 21, 2020November 21, 2020 admin
Uncategorized

Elon Musk and the inaccuracy of PCR tests – yes, the cat is truly out of the bag….

Ask yourself two simple questions this week: “What if all the COVID case data we based government policy on was…
November 15, 2020December 14, 2020 admin
The Lockdown Series

29th October: Market jitters…implications for post lockdown stocks ($GME, $HSW.L, $MAB.L, $HEAD.L)

Market nerves relating to COVID and the elections have driven risk levels higher. We are not focused on short term…
October 29, 2020 admin
General

$GME: Don’t wake the bear…no change of view!

One of the sell side brokers came out today reiterating their view on disintermediation and that the next console cycle…
October 26, 2020October 26, 2020 admin
Uncategorized

$GME: Time to go whale hunting! Who is short the shares?

The question that keeps coming up is “how did we get to a short interest of 100% of the shares…
October 24, 2020February 8, 2021 admin
The Lockdown Series

GameStop ($GME): A squeeze to $44 from $14 can be justified fundamentally…100% of the shares are short. Watch out.

GameStop, a video game and consumer electronics retailer, is not a popular retailer in the stock market. Of 9 analysts…
October 20, 2020February 8, 2021 admin
The Lockdown Series

Hostelworld (HSW.L): Travel restrictions aside could the management be doing more for shareholders?

The latest trading update from Hostelworld, 15th October, highlighted that the current restrictions are making it extremely difficult to operate…
October 19, 2020 admin
Uncategorized

The “Casedemic” framework is starting to get questioned (by medical professionals…)

Questions on policy response are growing and people are becoming more balanced about the cure doing more harm than good
October 13, 2020October 13, 2020 admin
The Lockdown Series

October 2020: The “Post Lockdown Series”. Part 3: Headlam Plc (HEAD.L). The leading carpet distributor in the UK, a dividend grower and insider buying. 100% upside.

We believe that Headlam has 100% upside based on a recovery with its end retailers and contractors over the next…
October 12, 2020October 26, 2020 admin

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