Small Cap Value Report (Mon 10 June 2024) - MEGP, STAF. Brief: GMS, BBSN, CHLL, PTY

Good morning from Paul amp; Graham!

Holidays

Over the next fortnight or so there might be somewhat reduced coverage here, as we (Paul, Graham amp; Roland) all have holidays booked. I'll take my laptop with me, and do what needs to be done, but the time difference could be tricky (I'll be in Washington DC). It's not the sort of thing anyone else can cover, as I jealously guard our colour-coding system! Anyway we'll manage, but just don't expect miracles for the next fortnight. We work on a flexible basis here - that most days we deliver far more than required, but there might then be some other days where these's less content, that's just the way it is.

Videos

This was fun! I found a new bit of software that makes recording videos from my screen dead easy, and I made 2 of them, which seem to have gone down well. 

Does the SCVR colour-coding work? (the short version is, yes, very well!). Thank you to Phil Hanson who crunched the data which I talk through in this video.

Update on our 2024 top share ideas - Graham and I are now neck amp; neck at c.+27% YTD, which we're obviously delighted with, for...