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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
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…
The Lockdown Series
5th October 2020: The “Post Lockdown Series”. Part 2: Mitchells & Butlers (MAB.L). You can’t download a pint. 100% upside.
A prolonged period of trading disruption is more than priced in with a 15 year low in its price to…
The Lockdown Series
27th September 2020: The “Post Lockdown” series. Part 1: Hostelworld (HSW.L) – The youth will explore. 200% upside.
Hostelworld is an industry leader, with cash on the balance sheet to deal with an extended lock down. We believe…