Firm Returns

In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 4 covers the group financials, management and investment outlook.Chapters:0:00 Introduction02:06 Income10:00 Financial position25:50 Cash flows29:52 Management36:15 Ownership37:30 Investment outlook - current and forward valuation49:55

In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 3 provides an in-depth look at the business finance segments and savings.Chapters:0:00 Introduction02:33 Commercial finance15:00 Real estate finance39:44 Savings47:29 Rest of report and Firm ReturnsYou can read the article here: https:

In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 2 provides an in-depth look at the vehicle finance segment.Chapters:0:00 Introduction01:10 Vehicle finance overview03:50 Product breakdown14:35 Commission and FCA investigation17:50 Loan book growth18:58 Net interest income and risk ad

In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 1 provides an overview of the company and its history, before looking at the retail finance segment in detail.Chapters:0:00 Introduction1:28 Executive summary8:58 History13:00 Retail finance overview19:40 Finance types 24:00 AppToPay29

In this video I take a look at tinyBuild's (TBLD.L) half year results for the period ending 30 June 2024, as well as reviewing recent and upcoming game releases.Chapters:0:00 Introduction1:55 2024 half year results39:25 Recent game releases1:13:05 Upcoming releases1:51:25 My thoughts1:57:12 Firm returns review and outroYou can read the article here: https://www.firmreturns.com/comp

Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.Chapters:0:00 Introduction1:00 2023 global box office figures (WBD)18:00 Young Sheldon tops the weekly US streaming charts (WBD)23:52 Aviva completes Optiom acquisition (AV)25:03 Taking the temperature of the UK Financial Ser

Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.Chapters:0:00 Introduction0:48 WBD acquires BluTV04:20 Wonka and Aquaman 2 ticket sales14:43 Assorted other topicsYou can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-31/Where you can also su

Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.Chapters:0:00 Introduction1:03 Factors impacting the dry bulk charter market (TMI)13:13 Paramount merger talk (WBD)20:50 Details of the equity raise (TBLD)41:47 Versus Evil shut down (TBLD)You can read the article here: https

Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.Chapters:0:00 Introduction1:18 Newsletter overview10:56 Half-year report (TMI)32:32 Board changes (TMI)33:12 Spotify podcast deal (WBD)35:21 Wonka (WBD)37:00 Deadside update (TBLD)You can read the article here: https://www.fi

Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.Chapters:0:00 Introduction0:58 Trading update and equity raise (TBLD)24:38 Four Mile legal ruling upheld (ECOR)26:33 Max in Verizon bundle (WBD)27:44 Upcoming releases (WBD)34:38 Vessel sales (TMI)35:33 Baltic Handysize index