Referral Links

Here I present a list of links to services that I use. They are selected without (conscious) fear or favour and some of them don’t even pay me a kick back! Many of the links also give you a discount or cashback that is not normally available.

Shareholder information etc.

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Mello 2020 Preview

Physical Mello is by far the leading conference for serious private investors. As well as keynote speakers and panel discussions, around 40 companies present at each event.

The last time it ran in November 2019 I briefly summarised every company attending in this article. This proved very useful to help me prepare and I hope it was useful for others also. It also helped me trade the “Mello Effect” sometimes seen when investors buy after a good presentation.

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Get the most from Small Caps Live

As I said in my previous article, most of my investment commentary is now posted to Small Caps Live, a Discord chat server. In the last week or so we’ve made some major improvements which means I can now recommend as a place that all UK Smallcap investors would benefit from by addressing the two issues people have raised with me.

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What I’ve been up to…

…and where to find me!

Most of my commentary over the last couple of years has been via Small Caps Live Discord chat and summarised (for me) in the Small Caps Life Substack emails. I’ve also made a few contributions on Mello Monday and PI World. I’ve lead-organised three physical Small Caps Live meets, the latest of which was last month. Every month I tweet my current holdings which forms a notional portfolio that you can monitor in real time here, Google Finance permitting. I also go to a physical meeting of local investors one evening a month. And of course, I have also been investing full time and (on average) making money.

What I haven’t been doing much is posting on this blog. This is a pity because this is objectively the best format for more substantive posts. I’ve had a good think about different media for sharing investment thoughts and summarised here:

Some major improvements have been made recently to the Small Caps Live Discord server that I run together with Mark Simpson, focused around making it more suitable for investors that just wish to discuss investing, or just UK Smallcaps, or just some specific shares they own. If you found it too noisy before then I would urge you to try it again, using the Mute and Notification controls on channels and sections you are / are not interested in. It is also the best platform to contact me by direct message, although I also regularly monitor twitter.

Going forward I intend to continue to write mostly on Small Caps Live. The combination of immediacy, feedback, and the ability to edit is an ideal combination for me to comment on news and other developments. But it isn’t the best medium for longer pieces detailing the investment case, or communicating a considered response to a more complex piece of news. Accordingly I will also be making the time to write substantive articles here, on my blog.

2021 Review – Initial Top Five


In this first part of my 2021 review I look at the different measures of stock picking / trading performance through the year, before comparing them and then doing a deep dive into what were my initial top 5 positions at the start of the year as well as a couple I didn’t carry forward from 2020 to 2021.

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FinnCap – Trading Update Preview


In March I wrote about finnCap, explaining why they were my preferred play amongst the brokers and demonstrating how their performance could be largely established from publicly available information.

Unfortunately the piece was not completed before a strong trading update was issued, confirming my findings. Fortunately they were a significant part of my portfolio when this happened:

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