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venture

Venture: UK Pharmaceuticals

Venture: UK Pharmaceuticals

Issue 32; Clean Up with UK Small Caps The leading global value managers are currently highly focused on UK small-caps because they have been left behind. As a result, we have seen an abnormally high level of takeover activity as foreign investors snap up once-in-a-lifetime bargains. The UK economy is

Weird Shit Investment Conference

Weird Shit Investment Conference

Issue 31; My Take on the Best Ideas I recently attended the “Weird Shit Investment Conference” hosted by pro investor Swen Lorenz. The conference was so named because someone suggested he hosted a conference focused on all the “weird shit” investment ideas they liked to discuss in his circles. That

Venture: UK Property Developer

Venture: UK Property Developer

Undervalued Land

Venture: UK Industrial

Venture: UK Industrial

Making Hydrogen

Venture: UK Services

Venture: UK Services

Scale and Breadth

Keywords Studios (KWS) Bid

Keywords Studios (KWS) Bid

KWS have been bid for at 2550p per share from the private equity group EQT. This is welcome news for investors who acted on the recommendation last Wednesday at 1327p. The company statement can be found here. The market price is 2300p, which is slightly above the consensus forecast at

Venture: UK Tech

Venture: UK Tech

Issue 27; Keywords Studios (KWS UK) “Keywords is a growth company, trusted and relied upon by the world’s leading video game and entertainment companies to work alongside them during the full game development cycle to bring immersive content to life for the joy of billions of people across the