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I am so often asked - what is a 'value investment' strategy - this is my answer

Mark Watson-Mitchell - 14.10.2025 A value investment is a strategy where investors seek to buy stocks or other assets that appear to be undervalued by the market. The goal is to purchase these investments at a price lower than their intrinsic value —what the investor believes the asset is truly worth based on fundamentals—and then hold them until the market corrects the price. Key Principles of Value Investing: Intrinsic Value : This is the estimated true worth of an asset,

YouGov – pollster group’s shares at 284.50p offer good upside, 2025 Final Results due tomorrow, average TP 557p

Mark Watson-Mitchell - 13.10.2025 Last week the shares of YouGov (LON:YOU) closed weaker at 284.50p, which is 33% down over the last year. However, I now ask whether the fall has been overdone? Tomorrow morning sees the pollster group, which claims to have one of the world’s largest research networks, reporting its Final Results for the year to end-July. I do expect a certain positivity to be shown by its re-shaped Management for the current year and going forward. Which c

Costain announces that it has secured its £1bn Long-Term Programme with Sellafield, shares 140p, TP 200p

Mark Watson-Mitchell - 13.10.2025 Costain Group (LON:COST) has today announced that it has been selected by Sellafield Ltd as its Utilities Delivery Partner, a major part of Sellafield's Infrastructure Delivery Partnership. As Utilities Delivery Partner, Costain will refurbish and replace a variety of on-site and off-site utility distribution systems and services to enable Sellafield's decommissioning programme. The contract is expected to be worth up to £1bn to Costain and

Sentiment Change – the market looks for a swift recovery after Trump’s new thinking on China

Mark Watson-Mitchell – 13.10.2025 Last Friday the market saw a massive sell-off as a reaction to US President Donald Trump declaring...

Gooch & Housego – second half Trading Update up to expectations, while reporting a growing Order Book, shares 586p, raised TP 740p

Mark Watson-Mitchell – 11.10.2025 Photonics technology group Gooch & Housego (LON:GHH) last week reported that its trading momentum...

Ramsdens Holdings – yesterday’s price fallback offers good buying opportunity, shares now 367.50p, brokers upped their Target Price to 450p (385p)

Mark Watson-Mitchell - 09.10.2025 Just nine days ago I featured Ramsdens Holdings (LON:RFX) ahead of its Pre-Close Trading Update for...

Rank Group – bingo! it is time to play the machines and read the cards, ahead of the AGM Update on the 15th, shares 130p, TP 200p

Mark Watson-Mitchell - 08.10.2025 I consider that the Rank Group (LON:RNK) is a real ‘money machine’ and that its shares at the...

Angling Direct – aiming to Build Europe's largest fishing club – group is gaining traction, shares up 14% in one day at 57p, after a 20% plus this morning since weekend feature

Mark Watson-Mitchell – 07.10.2025 Last weekend, I stated that this morning’s results should be good enough to see the recent strength...

Costain Group – after the recent sell-off, BlackRock SmallCap fund manager rates the shares, trading on 9.8 times earnings, now 141.20p, brokers TP 190p

Mark Watson-Mitchell - 06.10.2025 A week ago, it was reported that fund manager Roland Arnold reckoned that the recent price fall in...

Angling Direct – this week’s Interim statement could help to push shares, now 50p, a lot higher yet, despite the over 40% rise since end-August

Mark Watson-Mitchell – 04.10.2025 This coming Tuesday, 7 th October, will see Angling Direct (LON:ANG) report its Interim Results for...

Rachel Reeves to add 12.05p tax per litre of fuel in November Budget?

Mark Watson-Mitchell – 02.10.2025 Kemi Badenoch is now calling for laws on Net Zero to be abolished – about time for some sanity of...

EnSilica – despite the 21.46% rise today I strongly advise caution, investors should not get sucked in by excessive valuations, shares now 49.80p

Mark Watson-Mitchell – 01.10.2025 With its results due in about three weeks, it was very interesting to note today’s big rise in the...

Ramsdens Holdings – Pre-Close Trading Update due within days, shares at 375p – up 53% this year, brokers TP 385p (too low) now going a lot higher!

Mark Watson-Mitchell - 01.10.2025 Within days, I am expecting the £122m-capitalised Ramsdens Holdings (LON:RFX) to be announcing its...

AO World – up 27% in two weeks, shares now 106p offer significant upside, analyst’s Fair Value 160p

Mark Watson-Mitchell – 01.10.2025 Just two weeks ago, I stressed that the shares of AO World (LON:AO.) , at 83.40p, looked too cheap!...

Northern Bear – Trading Update boosts share price by 12% this morning, now 106p after touching 108p – more to come

Mark Watson-Mitchell – 01.10.2025 The favourable winter weather is helping Northern Bear (LON:NTBR) , the specialist building and...

Journeo – this group offers a long trip, big profits expected within the next year, shares 432p, brokers TP 602p

Mark Watson-Mitchell - 29.09.2025 A week ago, the shares of Journeo (LON:JNEO) were trading at 538p each – they are now 432p! I have...

Braemar – a disappointing Trading Update, the shares could just hang fire for some while yet, a reluctant Hold at 243p, brokers TP 320p

Mark Watson-Mitchell – 29.09.2025 Last Thursday morning, the £74m-capitalised Braemar (LON:BMS) issued a trading update for the six...

Pantheon Resources – ‘all hands on deck’ got to get the shares back above the 25p Placing Price – shares now 24.75p, while broker lowers Target Price to 66p

Mark Watson-Mitchell – 24.09.2025 Following the recent $30m new capital fundraising of just two weeks ago, with some 79.73m new shares...

SRT Marine Systems – major ‘insider’ waited for contract news before buying even more shares at up to 79.27p a share, last Friday and Monday, shares now 81p, TP 150p

Mark Watson-Mitchell - 23.09.2025 In a convincing move of confidence in exactly where the group is going, it has just been announced that...

Henry Boot – property boss who complains it is now quicker to develop than to get planning permissions, looks for 10% greater sales this year, Interims tomorrow, shares 214p, TP 317p

Mark Watson-Mitchell - 22.09.2025 “From land promotion and property development investment to home-building, construction and plant...

Opinions not advice