Occupation: Market Professional, Publisher
LCF Research is an independent, investor led investment research resource for private investors and fund managers.
LCF Research is an independent, investor led investment research resource for private investors and fund managers. We do not seek to replicate the full coverage model of stockbrokers and independent research houses. Instead we aim to ask the key due diligence questions that should be posed prior to an investment decision. Our service provides: Focus on smaller growth companies based or listed in the UK, with which investors can gain a long term informational edge. Investment grading guided by London Capital's Investment template, a proven framework for identifying and monitoring resilient companies with good growth prospects throughout the economic cycle and across sectors. In depth, continuing research coverage for a select universe of highly rated 'Template Companies' from which investment portfolios may be constructed. In summary, LCF Research offers a free web based service, which includes access to LCF Research reports, meeting notes, teleconferences, company profiles, news and investment grading of over 800 AIM listed companies. Click here to find out more!
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This week I draw to your attention two different but related investment themes. The first concerns a US fund manager, Allan Mecham, who takes a long term view and ignores the conventional tools used by most of the fund management industry. An article about his approach can be accessed by clicking here. I particularly liked the Rule-Breaker's Rules, namely: Ignore the economy. Where is the…
I believe that life goes in big circles. Two of the keys to investing for me are i) anticipating long term trends which are likely to reverse, and ii) developing the relevant knowledge network to take advantage of the reversing trend. The downside of this approach is having to be prepared to spend long periods of time during which fellow investors view one's investing activities…
Last week I expressed a view on Stephen Hester's bonus. This proved interesting because reactions fall into two camps, those who can't see what the fuss is about and those who think that a) banking has been taken in the wrong direction from the standpoint of depositors and b) banking executives are overpaid in relation to the function which depositors require banks to fulfil. An…
I was delighted that Stephen Hester finally agreed to forego part of his RBS bonus, albeit that it took him some time to do so, and I salute Sir Philip Hampton, the RBS chairman, for providing leadership on this issue. My delight was for two reasons, namely: 1. As readers may have noted, I am an avid believer that private investors will (by harnessing, inter…
Ben Graham is considered to be the first proponent of value investing, and has been credited by Warren Buffett as being a major influence on his investment approach. It was Graham who observed that: In the short term, the stockmarket behaves like a voting machine, but in the long term it acts like a weighing machine. In the long term, true value will be reflected…
wgh202, While the progress/outcome of Scancell's SCIB1 Phase I/IIa trial will be a key driver in the company's valuation, I don't believe it is the whole story for the company. Scancell's ImmunoBody technology is a platform that may have applications outside of melanoma, as the recent collaboration with immatics biotechnologies in colorectal cancer and the CRT 105AD7 license demonstrate.