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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,
Chinese Power Grab - Understanding the Importance of Rare Earth Elements in Modern Technology
Mark Watson-Mitchell - 14.10.2025 As Trump and China face up to each other with their tariff battles, I thought that it might be well worth identifying an important feature in their struggles - the control of Rare Earth resources. Rare earth elements (REEs) are vital for developing and operating technology we use daily. Despite their name, they are not as rare as one might think in the Earth's crust. The challenge lies in finding them in high enough concentrations for extract
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...
Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget - Daniel Casali, Chief Investment Strategist at Evelyn Partners
11.10.2025 Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget  Despite efforts to...
Saxo says UK Investors are most cautious
11.11.2025 Saxo,  the leader in online trading and investment, earlier this week released its inaugural Investor Forecast  for Q4 2025,...
The Footsie and Gold – well those did not take too long to be achieved – where to now?
Mark Watson-Mitchell – 08.10.2025  Less than a month ago, on Friday 12 th  September, I commented that both the FTSE-100 and Gold were...
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...
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...
Average retail investor more than £8,000 better off by staying the course after Trump’s ‘Liberation Day’ market shock
18.09.2025 New analysis from investment platform Lightyear shows long-term retail investors would be £8,000 better off compared to those...
FTSE-100 and Gold - both continuing their upward climbs into new high territory - 10,000 and $4,000 respectively?
12.09.2025 We are now within just 22 points of seeing the FTSE-100 smashing through its all-time High ground - as I write it is 9,335.16,...
Russia attacks NATO, Israel blows up Hamas in Qatar – Gold could rise to $4,000
10.09.2025  Overnight Russian drones have been downed by Poland’s armed forces. Multiple violations of Poland’s airspace bordering...
Not all that glitters... gold beaten to top of commodities table
03.09.2025 I am grateful to see that Citywire earlier this week published an article updating the 2025 performance of various of the...
Brent Crude just hovering around the $66 level – however .....
07.08.2025 Brent Crude  just hovering around the $66 level – however with Saudi Arabia’s Aramco posting its 10 th  straight fall in...
Notes on FTSE-100, Gold, Oil, Epwin Group, Filtronic, AO World, Northern Bear, Costain Group, Zotefoams and SRT Marine
07.08.2025  FTSE-100 heading back into new territory, hopefully helped by a lowering of the Base Rate this morning – is 9300 in sight?...
Dotdigital Group – in a significant deal this UK influencer buys US influencer and boosts recurring revenues, shares 72p, brokers TP 150p
26.06.2025 Â Just as it closes its current year to the end of this month, the UK-based SaaS technology and provider of tools for digital...
GlobalData - ICG Europe Fund backs out of possible bid
11.06.2025 This morning ICG Europe Fund IX has declared that it does not intend to make an offer for GlobalData. ICG follows KKR which...
Filtronic – within a whisker of ‘space’ to the 150p level, will the Trump/Musk fall-out hit this Sedgefield-based equipment group – where to now?
Mark Watson-Mitchell, SQC Research - 06.06.2025 Â Four months ago, when concluding a conversation with CEO Nat Edington and CFO Michael...
UK Small Caps need investor attention - Morningstar
29.05.2025 Morningstar today published its report on UK Small Caps and why they require investor attention. Its analysts estimate that...
‘Main market calling’ – AIM to shrink by a fifth as it approaches 30th anniversary
28.05.2025  61 companies, or c£12bn of market cap, are set to leave AIM – either to move to the main market, to delist or because...
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