Great industry tail-winds, dominant position in a niche

What I didn't publish next (might still be interesting)

What I didn't publish

Zytronic plc (ZYT.L)

FDM Group Holdings Plc: High dividend, and ROCE, interesting business model, cheap

Focusrite (TUNE.L): Low(ish) cost provider with wide gross margins, high return on capital and high growth

Knights Group Holdings plc (KGH.L): Law practice roll-up

The 600 Group plc (SIXH): Laser focused?

Thinking through Forterra (FORT): Looking at the big picture of a business

The five minute filter: Warren Buffett claims he can make a decision about a company in 5 minutes, how?

Some useful code: How to get data for a list of companies easily

Somero Enterprises Inc (SOM.L): Market leader with near monopoly in a niche industry

Return on Capital Employed: How to think about return on capital

The ideal company to invest in: What happens if a company grows net income without growing the capital employed?

Looking for opportunities in UK REITs: There are some significant discounts in the UK REITs

Coming soon: This is Value Investing Blog, a newsletter about Making money slowly using the value investing approach.