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 Introduction 02:06 Income 10:00 Financial position 25:50 Cash flows 29:52 Management 36:15 Ownership 37:30 Investment outlook - current and forward valuation 49:55 Outro...

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 Introduction 02:33 Commercial finance 15:00 Real estate finance 39:44 Savings 47:29 Rest of report and Firm Returns You can read the article here: https://www.fir...

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 Introduction 01:10 Vehicle finance overview 03:50 Product breakdown 14:35 Commission and FCA investigation 17:50 Loan book growth 18:58 Net interest income and risk adjusted in...

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 Introduction 1:28 Executive summary 8:58 History 13:00 Retail finance overview 19:40 Finance types 24:00 AppToPay 29:37 Retai...

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 Introduction 1:55 2024 half year results 39:25 Recent game releases 1:13:05 Upcoming releases 1:51:25 My thoughts 1:57:12 Firm returns review and outro You can read the article here: https://www.firmreturns.com/company-upda...

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 Introduction 1:00 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 Services sect...

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 Introduction 0:48 WBD acquires BluTV 04:20 Wonka and Aquaman 2 ticket sales 14:43 Assorted other topics You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-31/ Where you can also subscribe t...

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 Introduction 1:03 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://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 Introduction 1:18 Newsletter overview 10:56 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.firmretur...

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 Introduction 0:58 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 (TMI) Y...

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 Introduction 0:38 Aviva to acquire Optiom (AV) 2:58 David Zaslav interview at DealBook Summit (WBD) 10:17 Arkham trilogy released on Switch (WBD) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-...

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 Introduction 0:34 Broken Roads release delay (TBLD) 5:20 Not For Broadcast: Bits of Your Life DLC (TBLD) 9:05 Hogwarts Legacy released on Switch (WBD) 11:36 Max Black Friday discount (WBD) 12:54 Dune: Part Two release brought...

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 Introduction 0:30 Q3 earnings (WBD) 29:15 SAG-AFTRA strike ends (WBD) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-11-11/ Where you can also subscribe to my free newsletter to get the ar...

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 Introduction 0:37 Slime 3K & Publisher Sale (TBLD) 20:24 Hello Neighbor 2 - Halloween Update (TBLD) 24:32 Investing Approach You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-11-04/ Where...

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 Introduction 0:33 Ecora Resouces trading update (ECOR) 6:30 Taylor Maritime Investments trading update (TMI) 25:50 Stray Souls release (TBLD) 38:06 Hello Neighbor updates (TBLD) You can read the article here: https://www.firm...

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 Introduction 1:22 Takeover rumours (AV) 6:05 In Focus: Wealth event (AV) 15:04 ESG report (TMI) 18:15 Steam publisher sale (WBD) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-10-21/ Where...

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 Introduction 1:30 Asterigos anniversary update (TBLD) 4:40 Level Zero pushed back to 2024 (TBLD) 7:36 Q&A (TBLD) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-10-08/ Where you can als...

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 Introduction 0:45 Taylor Maritime Investments (TMI) 3:36 tinyBuild (TBLD) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-10-08/ Where you can also subscribe to my free newsletter to get th...

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 Introduction 0:42 Aviva (AV) 2:45 Warner Bros. Discovery (WBD) 7:48 Taylor Maritime Investments (TMI) 18:05 tinyBuild (TBLD) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-09-30/ Where you...

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 Introduction 3:30 Warner Bros. Discovery (WBD) 24:08 tinyBuild (TBLD) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-09-23/ Where you can also subscribe to my free newsletter to get the ar...

Welcome to another episode of Firm Returns Weekly - a weekly show where I discuss recent news related to my portfolio holdings and other topics I think might be of interest. Companies discussed in this episode include: 0:00 Warner Bros. Discovery (WBD) 16:16 tinyBuild (TBLD) 23:40 Aviva (AV) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-09-17/ Where you can al...

Welcome to another episode of Firm Returns Weekly - a weekly show where I discuss recent news related to my portfolio holdings and other topics I think might be of interest. Companies discussed in this episode include: tinyBuild (TBLD), Ecora Resources (ECOR), Aviva (AV), and Warner Bros. Discovery (WBD). You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-09-09/ Wh...

Welcome to another episode of Firm Returns Weekly - a weekly show where I discuss recent news related to my portfolio holdings and other topics I think might be of interest. Companies discussed in this episode include: tinyBuild (TBLD), Warner Bros. Discovery (WBD), and Taylor Maritime Investments (TMI). You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-09-02/ Whe...

Welcome to another episode of Firm Returns Weekly - a weekly show where I discuss recent news related to my portfolio holdings and other topics I think might be of interest. Companies discussed in this episode include: Warner Bros. Discovery (WBD), and tinyBuild (TBLD). You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-08-26/ Where you can also subscribe to my fre...

Welcome to another episode of Firm Returns Weekly - a weekly show where I discuss recent news related to my portfolio holdings and other topics I think might be of interest. Companies discussed in this episode include: Aviva (AV), and tinyBuild (TBLD).You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-08-19/ Where you can also subscribe to my free newsletter to get...