@SaeschInv

Investing is like Poker, it's all about managing odds and biases. Stay humble. Currently on an A-Z journey in UK Equity Markets.

increasingodds.substack.com/
Joined September 2021
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I recommend everyone to go A-Z. With this article I try to explain how I did it, what I found and why I think it was a valuable exercise. Link in bio or below.
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I've been using @Journalytic on and off for the last few years, but in an age of AI, the value of recording all your investment decisions is incredibly high and is compounding at higher rates. My prediction is that in 10 years, if you don't have good data on your past decisions, you'll become obsolete. Why? Because other people who have will be able to gett much better outputs from an AI workflow. Thanks to @atomicalcapital for opening my eyes to this. My interview with him will be out in a month or so, and I believe it will be extremely helpful for most serious investors.
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Saesch retweeted
jefke
@jefke00Sep 23
Another UK value stonk bites the dust Ashtead Technology #AT: Potential bid at 615p (Unfortunately I lost my patience with this one and don't hold anymore. )
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Saesch retweeted
James@1James1n1Sep 3
#VLX - FTSE250 Promotion ✅Confirmed as being promoted to the FTSE250 from start of trading on 21 September. ✅On a separate topic, Zeus upgrades #VLX today, raising its conservative TP from 650p to 700p.
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Saesch retweeted
James@1James1n1Aug 27
#MACF - Interims ➡️1H Rev up 2%, adj PBT down 9%, divi held flat. ➡️Net debt up to £17.9m - "investment in inventory" ➡️£6m buyback beginning in October from debt. ➡️FY trading in line & outlook runs through conditional activity that will deliver results.
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James@1James1n1Aug 25
#VLX - AGM TU ✅Another upgrade as "the Board now expects FY27 adj op profit to be ahead of current market expectations" ✅YTD Rev up 28.0%, albeit the company guides monthly sequential trading YTD up 8% vs 2H FY26. ✅Data Centre demand sustained at elevated exit rate of FY26.
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It seems like to board of $CARD.L want to keep their job. Finally a buyback... At current price that will be super acretative.
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#VLX $VLX Volex set new 'medium-term' targets, as the 1.2B$ revenue and 9-10% adj. EBIT margin goals set in 2022 will be achieved. 67% revenue growth and 2% margin growth leads to a double over 5 years. Of course only on the same multiples.
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$VLX.L #VLX
Volex@VolexApr 7
We have today confirmed our intention to move to the @LSEplc Main Market by 4 August 2026, subject to FCA approval. We have also announced the launch of a £40 million share buyback programme. Read the full details here: volex.com/investors

Investors - Volex

As a leading integrated manufacturer, Volex continues to be a trusted partner for customers with mission-critical power and connectivity needs.

volex.com
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Link: increasingodds.substack.com/…
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In case someone has any questions regarding my A-Z journey on AIM, about AIM itself, the process, ... let me know, I'll answer them in my wrap-up next week.
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One last time. 25 Tickers. Thanks to everyone who followed along. 646 covered companies in total, 39 parts. Link in bio or below.
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Link: increasingodds.substack.com/…
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The final part conintaining all the >20 last tickers will be out on Friday.
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$VUL.L #VUL is a recent IPO and early-stage, but one to watch. Overqualified management team for a 15m AIM company, at least on paper:
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5x watchlist today. We also come across #VLX. Even the tickers I passed on might be interesting: turnaround case, an wine retailer with a big buyback program and UK’s leading bathroom retailer. I’d say this is the best part of the whole series. Link in bio or below.
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Link: increasingodds.substack.com/…
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#UPR $UPR.L
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Today, a pharma distributor with over 50% market share in its home market, with ambitious growth plans and a good track record. #UPR Link in bio or below.
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Link: increasingodds.substack.com/…
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