Short break
It’s half-term! I won’t be blogging for the next week or so, but many of my favourite bloggers will be. You can always find them on the blogroll in the [...]
Short break
It’s half-term! I won’t be blogging for the next week or so, but many of my favourite bloggers will be. You can always find them on the blogroll in the [...]
Short break
It’s half-term! I won’t be blogging for the next week or so, but many of my favourite bloggers will be. You can always find them on the blogroll in the [...]
Mines flood Nifty Thrifty screen
Last night I ran a mechanical screen, the Nifty Thrifty, in preparation for a quarterly article I write for Money Observer magazine. Since I’d tweaked the screen, I wanted to [...]
Thomas’ Twelve
I’ve spent two weeks in the company of twelve highly successful investors. The only thing that connects them is they’ve made a lot of money over a long period of [...]
Fashionable JD not for me
I enjoyed jettisoning my baggage so much before profiling T Clarke, I’m going to do the same now, as I think about JD. It’s a way of purging issues that [...]
Ambition = risk at T Clarke
Let’s jettison all the baggage. I like T Clarke (CTO). It’s made me money in the past. It’s got a long and illustrious history, and a old fashioned work ethic [...]
First look: JD Sports Fashion
First thought: a well known clothing retailer that is only number two in its domestic market doesn’t sound like much of a hidden champion. JD doesn’t supply unheralded but vital [...]
Exit Quadnetics
To recap: Surveillance equipment supplier Quadnetics passes all the basic criteria for inclusion in the Thrifty 30 portfolio. Statistically it looks like a good business, with healthy finances, available at [...]
Project simplification
For the first year of the Thrifty 30, the way I discovered companies remained unchanged. I screened the market for bargain stocks (share price lower than the value of current [...]
T 30 May review: all in bet on manufacturing
I’ve updated the Thrifty 30 performance table and chart, but since it’s distracting to dwell on how well the portfolio is doing, I won’t. Far more important than random short-term movements [...]
Metalrax joins the Thrifty 30
Metalrax’s 2010 annual report is out and I can finally decide whether to add this company to the Thrifty 30. Since this is my fifth post I’m sure most readers [...]
