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venture

Venture: UK Industrial

Venture: UK Industrial

Issue 71; Trade deals have been announced, and that will boost manufacturing exports or at least lift the market fears. This is a high-end industrial technology business that is world-class, and over the past 30 years, it has rarely offered investors the opportunity to buy at these knockdown prices.

Venture: Portfolio Update

Venture: Portfolio Update

Issue 70; Since the 2021 tech bubble, the small-cap indices are still underwater, although only slightly. The World Index has given up some ground this year, but it has still left the small-caps behind. US small-caps, measured by the Russell 2000, have dropped from being a leader to a laggard.

Venture: European Software

Venture: European Software

Issue 69; I have been following this company for several months. It is a growth stock that fell from grace after the 2021 tech bubble. Recent results suggest it is an excellent company, and too cheap.

Venture: Japanese Industrial

Venture: Japanese Industrial

Issue 68; With the recent market selloff, there are good companies trading at historically low levels. I highlight a large, high-tech, industrial company in Japan that doesn’t deserve to trade this cheaply.

DataGroup SE (D6H) Bid

DataGroup SE (D6H) Bid

“Bidder intends to launch a public purchase offer for all outstanding shares of DATAGROUP at a price of EUR 54.00 per share in cash… The management board and the supervisory board of DATAGROUP, which have approved entering into the investment agreement today, support the Offer which they consider to

Venture: Gold Mining

Venture: Gold Mining

Issue 66; With gold making a new all-time high, we have reviewed the gold mining sector and now present another opportunity for a company that is beating the sector, with a rerating to look forward to.

Venture: Portfolio Update

Venture: Portfolio Update

Issue 65; Trump has stepped back from the worst of the tariffs, and the market has rallied. Yet, huge damage has been left behind. UK large-caps (black) have held up well, but small- and mid-caps have fared worse. Yet, the dollar is down, and the Nasdaq futures, which rallied last