Monthly Archives: August 2014

BLUF: Share price 230p, estimated value 200p, implied downside 13% In light of Tesco’s announcement to reduce their dividend, I thought it would be worthwhile having a stab at a possible valuation for Tesco. My previous valuation in March (http://wp.me/p2eZvw-Ck) … Continue reading →

BLUF: No “Should You Buy ASOS plc On Takeover Speculation?”. That was the question posed over at Motley Fool today (http://is.gd/xWIMrp). Uncharacteristically for them, they actually answered the question posed in the headline. Their answer is: “Maybe”. Hmmm, I think … Continue reading →

BLUF: it might be! The BBC reported recently that Amazon buys video-game streaming site Twitch for $970M. The question is, of course, how can a game clips company be worth $1b? Has Amazon lost its mind in a fit of … Continue reading →

A mechanical strategy that I’ve been using lately, with good effect, is to hunt on Stockopedia for the following criteria: * Value >= 70 * Quality >=70 * 14-day oversold in last 5 days (http://www.stockopedia.com/chart-signals/14-day-rsi-oversold-5195/5/) I’m looking for sufficient value … Continue reading →

“How to Read a Book: The Classic Guide to Intelligent Reading”, by Mortimer Adler and Charles van Doren. Regarded as a classic, and receiving high praise. Amazon readers rate it 4.5 out of 5. Praiseworthy, indeed. Weighing in at 426 … Continue reading →