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Portfolio Performance Our long-only “Librarian Capital” portfolio gained 7.1% in USD in August, but a 2.2% appreciation of GBP against USD reduced our reported gain to 4.8% - a slight underperformance vs. the MSCI World index, our chosen benchmark, which gained 5.1%; our year...
Introduction We have been tracking Rightmove ( OTCPK:RTMVY ) (referred here as "RMV") closely, as we believe it to be one of the highest-quality businesses in the U.K., and last upgraded it to a Buy in March after its share price crashed after COVID-19 had spread to Europe; since th...
Rightmove plc (RTMVF) Half Year 2020 Earnings Conference Call August 07, 2020 3:00 AM ET Company Participants Peter Brooks-Johnson – Chief Executive Officer and Executive Director Georgina Hudson – Interim Group Finance Director Conference Call Participants Pre...
The following slide deck was published by Rightmove plc in conjunction with their 2020 Q2 earnings Read more ...
How to Find High Quality, Compounder Stocks? Any long term investor would like to have compounder stocks aka multi-baggers in his/her portfolio. Now to systematically find the 100x type of investments is difficult, requires a lot of time and work. But is there a way to quickly identify good ...
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This article was highlighted for PRO subscribers, Seeking Alpha's service for professional investors. Find out how you can get the best content on Seeking Alpha here . (We previously wrote about Rightmove as " Blue Sky Capital ") Introduction We are upgrading our rating on Rightmove (...
Rightmove PLC (RTMVF) Q4 2019 Earnings Conference Call February 28, 2020, 04:00 ET Company Participants Peter Brooks-Johnson - CEO & Executive Director Robyn Perriss - Finance Director & Executive Director Conference Call Participants Andrew Ross - Barclays Bank Wil...
The following slide deck was published by Rightmove plc in conjunction with their 2019 Q4 earnings Read more ...
Introduction We are downgrading our recommendation on Rightmove ( OTCPK:RTMVF ) (referred here as "RMV") from Buy to Neutral, mostly on valuation concerns, as the share price hits a record high this week. Since our initial Buy recommendation in March , RMV shares have returned 30% (includ...
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