TomWinnifrith
Welsh Hovel
Greek Hovel
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COR

64 days ago

Tom Winnifrith Bearcast: Dismiss Crest as an outlier at your peril

I explain company specific issues at Crest Nicholson (CRST) but recent statements from Sosandar (SOS) and others only add to a compellinmg bearish macro narrative. I discuss that and also why I want zero UK residential property exposure.  I look at Corpus Resources (COR), Skinbiotherapeutics (SBTX) and Mercantile Ports (MPL), an old Comrade Stacey fave I've always seen as a POS. It's today's ouzo call.

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Required Reading
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  2. 18m person Japanese study shows covid jabs increase death risk: Conservative Woman

     

  3. Mark Steyn: The Great Big Convoy

     

  4. Damning review of Nicola Sturgeon biography by JK Rowling

     

  5. Tossers at the Oxford Union think Tory Peer Hedge Fund Manager represents the Despised Working classes more than author & Dagenham firefighter Paul Embery,

     

  6. What's the Point of Private Eye? The Daily Sceptic

     

  7. Obesity will starve the NHS: Unherd

     

  8. Mark Steyn: one year on from October 7

     


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