Charles MillerJan 29, 20233 min read$IAM – A small-cap retail fixed-income house. Too soon for me but definitely one to watch
Charles MillerJan 21, 20234 min read$NEC - A parochial bond-like play which will get cheaper as Free-to-Air fall instils fear in price
Charles MillerJan 6, 20236 min read$OBL - Mgmt fees & PF can offset huge overhead. US competition & strategy creep is the biggest risk
Charles MillerOct 19, 20224 min read$ELD & $TSCO have interesting long-term prospects... even if they're massively over-earning
Charles MillerAug 16, 20222 min readALS & National Tyre – Management incentives & Stock performance
