Author: Tony Boden

Private investor of some two decades, with roots firmly in the "value camp", but latterly also a keen student of momentum and market sentiment.

What can we learn from the demise of Bonmarché? #BON
Small Cap

What can we learn from the demise of Bonmarché? #BON

Tony Boden- October 21, 2019

On Friday (18th October) it was revealed that the fashion retailer Bonmarché (formerly listed as BON) had gone into administration. Readers may recall that Bonmarché ... Read More

Goodwill to all persons
Comment

Goodwill to all persons

Tony Boden- October 4, 2019

If you are thinking it is a little early to be talking about Christmas, then you are clearly not in the retail trade! But Lo, ... Read More

Patience is a virtue
Small Cap, Comment

Patience is a virtue

Tony Boden- September 26, 2019

Any value investor that has been around the block a few times will have no doubt trotted out this phrase a few times to justify ... Read More

Lessons from share-price falls in August #BUR #SHOE #IQE
Comment, Small Cap

Lessons from share-price falls in August #BUR #SHOE #IQE

Tony Boden- September 17, 2019

I'm continuing my quest to study the factors which create the biggest monthly fallers on the market. These factors are hardly radical or even particularly ... Read More

Avoiding the Big Losers (July 2019) #SOM #BAG
Comment

Avoiding the Big Losers (July 2019) #SOM #BAG

Tony Boden- August 24, 2019

In a month that saw the FTSE All-Share up by 2%, there were 77 stocks which fell by 20% or more. This level seems remarkably ... Read More

Why is IT Binary?
Comment, Small Cap

Why is IT Binary?

Tony Boden- July 24, 2019

In my recent articles seeking themes in the worst losing shares each month, early on I observed that some industries were by their nature prone ... Read More

Juno the worst performing stocks last month?
Small Cap

Juno the worst performing stocks last month?

Tony Boden- July 19, 2019

Pre-ramble Ok, so I’m rather scraping the bottom of the barrel now with the puntastic  headlines for my monthly review of the worst performing stocks, ... Read More

Can a big seller present a buying opportunity?
Small Cap

Can a big seller present a buying opportunity?

Tony Boden- June 27, 2019

When a significant shareholder sells a thinly traded stock this can substantially upset the balance between potential buyers and sellers and cause some sharp downward ... Read More

M’aidez m’aidez
Comment

M’aidez m’aidez

Tony Boden- June 21, 2019

<Editor's note - the Midcap Report is taking a break until next Wednesday, 26th June. For now, please enjoy this latest missive from Tony Boden.> The ... Read More

Hedge fund wizards are beyond our comprehension #MERL
FTSE 350

Hedge fund wizards are beyond our comprehension #MERL

Tony Boden- May 30, 2019

I had the unexpected ‘pleasure’ last week of commuting to London on a daily basis (it has been a while) which meant that I benefited ... Read More

April Fools – Can we learn from the worst performing stocks in April 2019?
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April Fools – Can we learn from the worst performing stocks in April 2019?

Tony Boden- May 16, 2019

The Prologue There is a school of thought, for which I have a lot of time, that the easiest way to consistently achieve market beating ... Read More

I’ve bought a UK retailer – what can I be thinking?
Small Cap

I’ve bought a UK retailer – what can I be thinking?

Tony Boden- April 27, 2019

A Grim time for Discretionary Retail The last couple of years have been a pretty bad time to have exposure to UK discretionary retailers. There ... Read More

Don’t count your chickens – even when they have hatched #FTC #IQE
Small Cap, Comment

Don’t count your chickens – even when they have hatched #FTC #IQE

Tony Boden- March 26, 2019

Everyone loves the idea of that one stellar multi-bagger that makes their fortune don’t they? Even though I think there are easier and safer ways ... Read More

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