The last “forever” stock For Jeremy’s last weekly note he reviews his value investing mistakes and aims to find the stock that …
Jeremy Grime
Jeremy has deep experience in the UK Specialist Financials sector through over 30 years experience as a small cap fund manager and broker. Jeremy likes to take a top-down approach to his writing, looking at economic and market trends and then drilling down into opportunities for investors.
I have a view that institutional brokers are in decline because they have lost “placing power” as investors are taking control of their own finances. So ultimately placing power will revert to those that own the retail flow (as was the case 80 years ago when my forbears were stock broking) which puts Private Investors using software like SharePad and ShareScope in a great position!
Lessons In the spirit of reflection in a year of uncertainty and extremes, Jeremy analyses some past weekly notes and takes another look at …
The Relative Value Trade With a huge injection of liquidity last week the valuation differential between large US tech stocks and UK …
Clearing up the debris The pace of structural change is faster, perhaps, than ever before and there are an increasing number of …
Flight to Quality As the bubble spreads from large tech to healthcare and motor companies in anticipation of a flight to quality …
Inflation The growth bubble continues, but eyeing inflationary storm clouds gathering over the horizon Jeremy takes a look at Melrose Industries as …
Director Dealing As markets tread water after extreme volatility Jeremy finds that directors have a 77% win rate on their purchasing during …
High Conviction from here on With the seamless transition from bear market to bubble Jeremy suspects that now is a time to …
On-line valuations The silly valuation of the latest US IPO causes Jeremy to ponder some of the UK online valuations and finds …
The Recovery Trade In this strong market the pain trade is to buy. There are reasons this could be right and Jeremy …
Dash to Trash After 14 years of growth out-performance, value is now set to perform in a recovery. Jeremy takes a look …
Investing in Intangibles Intangibles take greater precedence today. Both accountants and governments struggle with this while markets are quick to find answers …
Investing in Acquirors Jeremy worries about software valuations and is concerned that returns at Ideagen and Tracsis could turn out to be …
The 50-year view As equity markets squeeze up Jeremy suggests equities may have further to go on the back of credit markets. …
The Small Cap Opportunity With markets squeezing up, pushed by central banks money printing we are at a moment of opportunity for …