I have a couple of company reviews for you this week, plus some other items you might find useful.
The first is small-cap company by the name of Promethean World. They make interactive white boards for businesses and schools, which I find amazing. These kids today don’t know how lucky they are. I’ve also updated the small-cap portfolio and the results are pretty amazing so far – exactly the sort of thing that investors should be wary of because it makes them think they’re geniuses.
Click here to read the short review and portfolio update
The second company is Shell, the oil and gas supermajor. Since this is obviously a large-cap company I’ve reviewed and valued it using my large-cap checklist and valuation method. For once this turns out to be a company that I think is attractively valued.
Click here to read the full review and valuation of Shell
Something else you might want to take a look at is the monthly update from Hugh Yarrow at Wise Investment. I guess I like Hugh because his approach and worldview are similar to mine, although there are significant differences in the details. Still, he always has something sensible to say about buying large, high quality businesses at low prices.
You can read Hugh’s latest views here
Finally, If you’d like to see a modern approach to finding large, high quality businesses at low prices then you might be interested in my premium newsletter which combines all the tools that I’ve developed in the last few years and uses a model portfolio to show how it all fits together. You can take a risk free trial with the link below.
Click here to sign up for a free 60-day trial, no card required
If you have any questions about value investing or investing in general, just reply to this email and I’ll either get back to you directly or if it’s appropriate, I’ll turn the answer into a short article on the blog.
Have a nice weekend,
John Kingham
Founder, UKValueInvestor.com
