Author: Andrew Latto

Andrew Latto, CFA, is an independent financial analyst. He was recently in charge of UK research for Fat Prophets. While there he identified growth stocks that included London Stock Exchange, On the Beach, PPHE Hotel Group, Dart Group, SSP Group, Technogym, Euronext, LVMH and Amadeus.

Cake Box (CBOX) – A slice of franchise growth
Small Cap

Cake Box (CBOX) – A slice of franchise growth

Andrew Latto- January 24, 2019

Cake Box (CBOX) opened its 100th store in September 2018 and is continuing to roll out its egg-free cake shops across the UK. The listed ... Read More

Cake Box (CBOX) – An excuse to eat cake in the name of research
Small Cap

Cake Box (CBOX) – An excuse to eat cake in the name of research

Andrew Latto- January 18, 2019

Cake Box is a specialty retailer and manufacturer of vegetarian cakes, which listed on AIM in June 2018 (latest share price 162p, market cap £65 ... Read More

AJ Bell (AJB) – Still looking good
FTSE 350

AJ Bell (AJB) – Still looking good

Andrew Latto- January 9, 2019

AJ Bell (AJB) successfully listed on 6 December at 160p and currently trades at close to 255p. The company will issue a first quarter trading ... Read More

2018 reflections: inactivity pays dividends
Comment

2018 reflections: inactivity pays dividends

Andrew Latto- December 27, 2018

It is the season for reflections and resolutions. My main takeaway from 2018 is that it really does pay to do nothing most of the ... Read More

Mortgage Advice Bureau (MAB1) – Quality and income
Small Cap

Mortgage Advice Bureau (MAB1) – Quality and income

Andrew Latto- December 11, 2018

Derby-headquartered Mortgage Advice Bureau (MAB) provides mortgage, protection and general insurance advice. Sparking my interest in it is the fact that it generated a robust ... Read More

AJ Bell IPO (AJB) – Quality and growth
FTSE 350

AJ Bell IPO (AJB) – Quality and growth

Andrew Latto- December 3, 2018

Investment platform AJ Bell is set to list on December 7 with December 5 the last day to apply for shares.  This is a quality ... Read More

On the Beach (OTB) – A hot summer survivor
FTSE 350

On the Beach (OTB) – A hot summer survivor

Andrew Latto- December 1, 2018

On the Beach (OTB) has come through a tough summer that has seen the major tour operators struggle. Fortunately, this online travel agent ("OTA") has ... Read More

DP Poland (DPP) – The bull and bear case
Small Cap

DP Poland (DPP) – The bull and bear case

Andrew Latto- November 27, 2018

PDP Poland (DPP) is the Domino’s Pizza master franchisee for Poland. If first listed in July 2010 at 50 pence (latest share price 24.5p, market ... Read More

Simplybiz (SBIZ) – Modest growth, massive returns
Small Cap

Simplybiz (SBIZ) – Modest growth, massive returns

Andrew Latto- November 26, 2018

Simplybiz (SBIZ) is listed in the business support services sector and on face value is not exciting. The group provides services to financial intermediaries such ... Read More

Integrated Diagnostics (IDHC) – An impressive Egyptian company in London!
Small Cap

Integrated Diagnostics (IDHC) – An impressive Egyptian company in London!

Andrew Latto- November 23, 2018

Integrated Diagnostic Holdings (IDHC) is easy for investors to dismiss. The company operates in Egypt, the UK listing is in US dollars and the reporting ... Read More

On the Beach (OTB) – Assessing the moat
FTSE 350

On the Beach (OTB) – Assessing the moat

Andrew Latto- November 15, 2018

On the Beach (OTB) is an online travel agent (OTA) focused on beach package holidays in Europe. The company’s track record is impressive with revenue ... Read More

Three Domino’s Pizza opportunities
Small Cap

Three Domino’s Pizza opportunities

Andrew Latto- November 2, 2018

Domino’s Pizza has been the ultimate rollout story with over 15,000 stores around the world. The three UK-listed Domino’s master franchisees have, however, experienced mixed ... Read More

Restaurant Group goes all Wagamama
Small Cap

Restaurant Group goes all Wagamama

Andrew Latto- November 1, 2018

If your existing businesses aren’t performing well then the solution is simple: buy another business that is performing well for an exalted price! This appears ... Read More

Domino’s Pizza: An introduction to this high-performing pizza giant
Comment, FTSE 350

Domino’s Pizza: An introduction to this high-performing pizza giant

Andrew Latto- October 26, 2018

Domino’s Pizza overtook Pizza Hut earlier this year to become the world’s largest pizza seller. The group offers investors a simple store rollout story in ... Read More

Keith Ashworth-Lord & the Buffett way: Part 3: Growth vs Quality
Comment

Keith Ashworth-Lord & the Buffett way: Part 3: Growth vs Quality

Andrew Latto- October 25, 2018

Investors often appear to focus on growth rather than quality.  However, any business can create growth. The hard part is to grow a business while ... Read More

Keith Ashworth-Lord and the Buffett way: Part 2 – Quality Investing
Comment

Keith Ashworth-Lord and the Buffett way: Part 2 – Quality Investing

Andrew Latto- October 22, 2018

Keith Ashworth-Lord is a quality investor through and through.  Quality investors like to do their homework and figure out whether a company is adding value.  ... Read More

Keith Ashworth-Lord and the Buffett way: Part 1 – The fund
Comment

Keith Ashworth-Lord and the Buffett way: Part 1 – The fund

Andrew Latto- October 19, 2018

The fund manager Keith Ashworth-Lord has handsomely beaten the market since since he started his Buffettology fund in March 2011. His investment approach is mapped ... Read More

Hargreaves Lansdown (HL): The type of company to look for when Mr Market is gloomy
FTSE 350

Hargreaves Lansdown (HL): The type of company to look for when Mr Market is gloomy

Andrew Latto- October 12, 2018

There are of lots of companies with fat profit margins and there are lots of companies that are growing rapidly. It is relatively rare, however, ... Read More

Fulham Shore (FUL) – Let’s take a detailed look at its tasty prospects
Small Cap

Fulham Shore (FUL) – Let’s take a detailed look at its tasty prospects

Andrew Latto- October 10, 2018

Do you like pizza? If the answer is yes then you may be interested in Fulham Shore, the owner of Franco Manca. CEO David Page ... Read More

AJ Bell: An IPO worth getting ready for
Small Cap

AJ Bell: An IPO worth getting ready for

Andrew Latto- October 8, 2018

Private investors have a tough time when it comes to initial public offerings (IPOs). Researching new issues can be problematic and the public isn’t always ... Read More

Your Cart