Latest thoughts & insights
What I’m thinking about.
Company research, portfolio updates and notes on what I am learning — published as SmallCapsBigBags on Substack.
Notes from the journal.
I use Substack as the home for longer research, monthly portfolio updates and ongoing observations.
July & August Portfolio Update: Back on the Mission
+82% YTD, a new Hercules position, topping up Intercede and Springfield, selling Cordel, a £4,000 withdrawal — and a new idea around capitulation trades.
Technical X-Ray: A better way to analyse stock charts
A simpler framework for deciding which shares deserve a closer look — and which don't.
Stock in Focus — Nexus Infrastructure (NEXS)
Not every great investment starts with a great business...
Portfolio changes & fresh look at Calnex Solutions (AIM:CLX)
Portfolio changes, a new position and a fresh look at Calnex Solutions.
June Portfolio Update
A tougher month, portfolio changes and the thinking behind each decision.
Transense Technologies (LON:TRT)
Notes on the Transense investment case and what I am watching next.
The thinking behind the record.
The website shows the portfolio. Substack is where I explain the decisions behind it: what I bought, what I sold, what changed, where I was wrong and what I learned.
The writing is part of the investment journal — a way to make the process explicit and create a record that can be reviewed honestly later.