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#TET has historically seemed a good business. It is signalling cyclical difficulty but this line concerns me. Once reformulated, why would customers return to.more expensive inputs that Treatt provides

Number 49. of the Wonder Stocks company in 500 words. Expect three every week. Monday, Wednesday, and Friday. Done at random, today was Bunzl #BNZL Yesterday's news open.substack.com/pub/wonderstck…

A more comprehensive update can now be found on the original article substack.com/profile/102582…

I heard Gervais Williams describe #YU as disgustingly cheap in November. If that's true, why are they sitting on so much cash. They could tender for a significant amount of the market cap here

I shall be presenting at Mello Monday virtual conference on July 28th melloevents.com/mm280725

I see #SCE is up 50% today. Just another 5000%, and it will be back to its highs. Journey of a thousand steps and all that

We are governed by insane people

It is possibly an unfair comparison but it is worth noting that Amazon has returned 12000% since this Sell note was released by Citi

This Moneyweek article is now free to read moneyweek.com/investments/st…

Number 50. of the Wonder Stocks company in 500 words. Expect three every week. Monday, Wednesday, and Friday. Done at random, today was Revolution Beauty #REVB Feels like a lottery ticket so might be interesting to some but too risky for me wonderstcks.substack.com/p/50-revolutio…

HEre is a short summary of the 41st to 50th company in 500 words wonderstcks.substack.com/p/a-company-in…

I'd forgotten I said this a couple of months ago but I just had a notification that someone had 'liked' it. Seems I was right in my concerns. At some point there may be an intersting value-play here but there is also a risk it is broken

I would suggest that #MSLH will start to look as it did in late 2012 if construction activity starts filtering through

Number 51. of the Wonder Stocks company in 500 words. Expect three every week. Monday, Wednesday, and Friday. Done at random, today was SThree #STEM Interesting as far as recruiters go although one wonders about the threat of AI to its end markets. wonderstcks.substack.com/p/51-sthree

Still tickets left for this one...

Today we found out why it is so cheap. Speedcats alone aren't enought for this one. I would have thought a PE firm could work out a way of squeezing some juice out of this particular lemon

An that is just the AUM, actual trading is more like 90% uninterested in fundamentals

I did a free glossary on investment terms wonderstcks.substack.com/p/glossary-of-…