The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Positive write up and HOLD rating in today's Daily Telegraph
https://www.telegraph.co.uk/investing/shares/questor-hipgnosis-hits-right-note-despite-getting-caught-neil/
As promised, dipped in again for a few more @ 108.796P
Neil - probably doesn't really matter. All that publicity he got led to big increase in CD sales and downloads on alternative sites (good for Hypgnosis)
Ukraine - whatever happens isn't going to stop people downloading, listening on radio or going to concerts
Market sell off. probably but that's one reason why I like this. see above
Next catalogue valuation/sector becoming too hot. Yes it is becoming hot and that should support catalogue valuation
Lack of activity with new catalogues - that's my one real grumble.
Joe Rogan podcast vanishes from Spotify
https://www.independent.co.uk/tech/joe-rogan-experience-spotify-down-b2019512.html
It's a small cap stock with hardly any liquidity. MMs obviously not keen on holding positions so even small sales lead to them dropping the price. That then scares small holders into selling and so it goes on.
I'm still a believer - although disappointed in competitiveness of the new AV. com site.
Nor am I but if you google Bargain Shares for 2022 you should be able to read it in full. In case not, the list is:
TAVI
HAT
VCAP
TEK
BILN
CIC
BOOT
SLP
They're all likely to jump tomorrow but some/all might drop down again after the initial enthusiasm.