Warpaint London Takeover Rumours (W7L)

Not really. When there's a placing or acquisition, brokers have to withdraw forecasts and research until it is completed. Those are the takeover panel rules.

My portfolio is split 50% long term funds - tech, Fundsmith, American, Global funds. Mainly big companies that I can leave in and forget about for the long term. The other half is invested in shares. I hold a substantial sum in Aviva as I know the company and it pays a fat dividend. I then have positions in companies I think are undervalued. Ashtead Technologies, Hunting, Warpaint, Kinovo, System1, ME Group, Morgan Sindall, Darktrace (awaiting completion of takeover when I’ll double my money), Severfield and TP Icap. Despite the panic over the last week or so, and with a large position in the L&G tech fund, my portfolio is up 0.5% in that time.