Archive - Value Zoomer

On Winning Survivor and Portfolio Construction

For those who don’t follow me on Twitter you may not be aware, but in April I was announced as the winner of Australian Survivor, and the $500k prize…

Jun 13 •

May 2025

Volvere PLC: Easy as Pie

Hello dear lovely reader.

May 6 •

March 2025

Stocks and Survivor

Hi all, it’s been a while since i’ve written here because quite frankly life has been crazy.

Mar 14 •

December 2024

JPEL Private Equity: A Free Lunch

The UK market currently has a lot of companies trading at very cheap valuations, some justifiably, some less so.

Dec 2, 2024 •

November 2024

Grindr: Sex Sells

I’ve written a lot about dating app stocks, which I see as interesting and unique businesses that I may have somewhat of an edge in due to my age.

Nov 5, 2024 •

October 2024

Merchant House International: Throwing in the Towel

Hello readers, I’m back from my hiatus with a short, simple idea that feels like a classic, tiny, crappy, illiquid, international ‘Myles’ deep value…

Oct 1, 2024 •

July 2024

Singapore Shipping: Full Steam Ahead

Before we get into this writeup I think it’s worth establishing my history with the shipping industry.

Jul 2, 2024 •

May 2024

Centurion Corporation

A Low Key Emerging Market Compounder

May 7, 2024 •

April 2024

The Match Thesis from a Zoomer

Hinging on Hinge

Apr 11, 2024 •

February 2024

Yangzijiang Financial: a free mystery box

We’re going back for some classic deep value in this month's article with Singaporean financial company Yangzijiang financial ($YF8.SG).

Feb 20, 2024 •

January 2024

Mega Matrix Corp: a mega pump and dump

It’s safe to say that markets have been a bit frothy recently.

Jan 25, 2024 •

Smiths News: a slowly melting ice cube

At the moment UK markets look very cheap, and a fertile hunting ground for new ideas.

Jan 11, 2024 •

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