Dojo San
@DojoSan111ACA qualified. Small / mid-cap investing/trading. Champion of buying high and selling low. Adheres to mantra of holding onto losers and selling winners fast.
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- 1.5% Expected the worst budget, only to miss out on the meteoric rise. One of those weeks. Mistimed sells on BRCK, GHH and mistimed buys on ZTF. BIG + TRB SMALL + HVO, GHH BIG - LUCE, ZTF - new, PZC, SMALL - CARDs, YOUs NEW AT., ASTO, EKF, WJG, RNO, DGI9
#GHH - appears that Shroders is continuing building its stake. Shares rocketed 10% yesterday.
Excuse the tardy text - last week -2.3% Mainly due to buying in poorly-received LUCE TU.
0.7% down week. TSTL helped after getting spiked on DLAR. BIG + TSTL MED + CHRYs SMALL + IPOs, JNEOs, CAMLs, BKSs, LABS, TENT BIG - DLAR MED - GHH SMALL - BYITs, TET, YOU, VRCI, ZTFs, FIPP NEW TATE, PZC, CARD, FUTR
+0.8% week. Hard keeping head above water. BIG + GMS MEDIUM + TETn SMALL + YUs, BKSs MEDIUM - CAUs SMALL - PRTCs, GHHn, BYITn, LIOs ZZZ TENT, VRCI, LABS, TRB, YOU (re-bought @ 430) s - sold n - new
+1% week. Markets unnerved. So taken a lot off to keep powder dry. BIG + TAVIs (got out of jail), LABS, CHRY (added more) SMALL + YUs, GFRDs, LUCEs, BKS BIG - EAH MEDIUM - TRB, GMS SMALL - War rhetoric made me skittish on Tues. DGI9s, SFORs, AT.s, FNXs, OMGs s - sold
4.9% up week. BIG + IPOs, CHRY, LABS (new), MEDIUM + SFORs, MABs, EKFs (underwater for awhile), PCAs, PRTC SMALL + SAASs, TETs MEDIUM - TAVI (p.o.s) SMALL - LUCEs, DWLs, SDIs, AT. FNXs (£%$£$!!), EAH (son of a swine!) NEW LUCE (cheaper), YU, GMS, OMG s - sold
#LABS - loads of buyer interest after yesterday's results. Divie maintained. Stinkingly cheap compared to NAV. Rock-bottom prices still.
Not much move this week. BIG + IPO, CHRY MED - EAH (got spiked!), TAVI, TENT (coz of big divie), SMALL + AT.s, PCA NEW BUYING SPREE SAAS, TET, DWL, SFOR, SDI, FNX ZZZ LUCE, TENT, CAU, VRCI, EKF *s = sold
+1% week Markets are rather vapid. MEDIUM+ IPO, EKF SMALL + CHRY, AT., FIPPs MEDIUM - TRB SMALL - YOUs, EAH, PRTC, LUCE (new) NON-MOVERS TAVI, TENT, CAU, VRCI, PCA s = sold
#EAH - looks as if an II is buying - China's hog prices have improved significantly + ROW already doing pretty good + stream of new medicines in the pipeline.
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DArcy Andrews
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David H
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Roland Head
@rolandhead -
Paul Hawkins
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Brit Abroad
@PMac295 -
Jon Kingston 💻
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Danny Moses
@dmoses34 -
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MrContrarian 🇺🇦
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Nick P
@PacificoNick
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