Venture Life Share Discussion Threads

[redartbmud] 26/7/2018 07:49

APAD

Rsw

Smashed guidance of Revenue £520 - £535 and Profits £99m - £108m.

Actuals:
Record revenue of £611.5m, with growth at constant exchange rates of 18%
Record adjusted profit before tax of £145.1m, with growth of 33%
Healthcare - FINALLY in PROFIT. Never believed it possible!!

red

[multibagger] 26/7/2018 07:09

Thanks thelongand....just ordered the book :)

[multibagger] 26/7/2018 07:09

Thanks attrader - appreciate you sharing your research !

[panic investor] 26/7/2018 07:05

At first glance RSW figures don't look too shabby !

[panic investor] 25/7/2018 23:34

Have to admit enjoying the $FB price action tonight - couldn't happen to a better company !

[thelongandtheshortandthetall] 25/7/2018 22:30

I've got his fund.
Been reading his book lately too. highly recommend it to this board.
'invest in the best'.

[attrader] 25/7/2018 22:25

Mod, I quite like buffetology fund manager, he did invest into few companies which did not work out well but overall his returns have been great.

[hydrus] 25/7/2018 22:20

Very good MOD. I held ABDP years ago and let it go as thought it would be too cyclical. Oops.

[modform] 25/7/2018 22:16

attrader

There is a fund called CFP SDL UK Buffettology Fund. The portfolio has their Top 10 holdings as, GAW, BVXP, ABDP, DPH, DTG, VCT, SCPA, ROR, LIO, HL.

A good selection of stocks imo

[modform] 25/7/2018 22:10

FB, PAYPAL, BA, FORD, all miss forecast AMD, beat forecast GRUB, the USA version of JE on a massive breakout after smashing forecast MSFT is doing the right thing with office 365 for a change, and the market sentiment is changing, breaking to ATH.AMZN GOOGLE, the share price does all the talking

[attrader] 25/7/2018 21:51

TLS, Cbootle, thanks for the feedback.

Annual reports are usually filled with gold dust. However, it is impossible to sift through all these reports.

My vision is to use as much of computing power to automatically find and recommend interesting companies based on user preference.

I am thinking about extracting more data from these reports. Some of the ideas I have are ..

1- Automatically summarise annual results each day
2- Extract information about new positions by fund managers (Monk, Buffetology etc) and let users know about new positions asap
3- Identify market leaders, business models, moats and let users choose on what they like ...
4- Classify trading ahead or profit warnings and let users know about it.

These are just the thoughts. I am open to ideas on what will be most useful for wider community here...

[attrader] 25/7/2018 21:40

Just discovered Monk Investment and impressed by the list of companies in their portfolio.

"During the year the share price of fourteen holdings rose by more than 50% in sterling terms. Of these we would categorise eleven as 'online platforms'. Often these companies are using the internet to deliver traditional services in a way that disrupts incumbents, just as Amazon has done in retail. "

"Another platform that seems to be emerging as a winner is GrubHub, the American online food ordering and delivery company. "

"China is successfully switching its economic focus from low-cost manufacturing to consumption and services. The government is actively promoting the development of domestic technology champions. Chinese consumer internet companies Alibaba, Autohome and 58.com all find themselves at the confluence of these positive developments. All performed strongly and counted amongst the leading contributors to performance for the year.
"

[panic investor] 25/7/2018 21:12

You'd do well to take note of people on here (apart from me of course) as well as a couple of other threads - you'll learn a lot - I did !

[panic investor] 25/7/2018 21:10

Added to that it looks like Modform and I bought in around the same time - over 2 years ago (looking at the posts) - Not a bad return imho

[panic investor] 25/7/2018 21:02

My first purchase of IQE ? 19p sold at 170p .... but what's the point in trying to prove anything ... after all it's what my SIPP ISA and SB accounts hold for me that makes the difference. I doubt you'll be in my mind when I'm spending those tbhHave a good day

[hydrus] 25/7/2018 21:02

I generally don't respond to these comments but hey. Toptrump you just don't have the character to be involved in the stock market. The only company I recall you highlighting was KIER about a year ago which is now about 20% lower. A poor quality company which would never appear on anyone else's list of ideas here. You can only snipe at others from the sidelines. You daren't offer up your own thoughts. Best to accept your fate and stick your money in premium bonds and stop wasting your time reading everyone else's input here. Some people just aren't cut out for this. No shame in accepting you are more of a follower than a leader.

[toptrump1] 25/7/2018 20:42

Panic you haven't held it long and appear to have followed modform
Proves a point, Another case of buying it cos it went up a lot
I'm not saying there's anything wrong with that if you're a momentum trader but you ain't gonna get rich just buying stuff that's already multibagged
APAD bought Fevr at 190 ish
It's been a while since someone has documented a purchase of something low

[redartbmud] 25/7/2018 20:35

The Rsw share price has bobbed about for the last couple of days.
Not dure what to make of that.

red

[panic investor] 25/7/2018 18:35

I beg to differ nobody owns my NMC :-(

[toptrump1] 25/7/2018 18:27

You guys make me laugh 😂
You discuss the same handful of shares as if you've all followed into them and have no others which if the truth be known would number a fair few each going nowhere
Ffs have some thoughts of your own, redartmud do you actually own Fevr? Or are you just sucking up to the APAD you seem to idolise?

[apad] 25/7/2018 15:44

Renishaw tomorrow, red.
Slaughter a goat.
apad

[hydrus] 25/7/2018 15:30

The yanks are loving BUR this afternoon, what a day.

[redartbmud] 25/7/2018 11:05

Thinking on Vod was completely off whack.
They are in total disarray. So much for the pipsqueak of a retiring CEO:-(
Sinking ship... deserting... Oh dear.

Disgruntled from Dudley.

red

[apad] 25/7/2018 10:20

Possibly, he's still gorra lotta shares though.

I was hoping he was preparing to sell the company.

I'm not uncomfortable with my holding, but would not rush to increase.

apad