dealtn wrote:Wizard wrote:dealtn wrote:
You're not missing much by way of a review, don't worry.
Appreciate that it can’t be cut and pasted, but is anyone able to provide a pithy summary?
Company Name, Income, Capital Value.
Comments such as income is down x% on last year.
Will be higher next year as companies are now restarting paying.
At the risk of the pun it is simply a short bland summary and nothing that hasn't been said (better) here already.
That is disappointing in two respects. First, you would expect a somewhat better job of analysing the impact and looking for learning points from the author. Second, it is disappointing that, even if the author did not want to provide more, Stockopedia did not insist on a more substantive piece of work.
Hopefully nobody who reads Stockopedia followed the portfolio to the letter if they were dependent on that income without having the benefit of the lengthy discussions here about safety margins, etc.