Steve Markus
@stevem1.bsky.social
Chesterfield UK based Investor, like small caps and general industrials. Fundies based on the whole, like to buy and hold. Background in management consulting and software/database tech across the development and implementation lifecycle.
Have to say I prefer #MBH.L to #BRCK.L - BRCK is a low margin distributor with a decent chunk of debt whereas MBH has a more diversified range of bricks, European operation, and net cash. I do sometimes wonder whether BRCK might have ambitions to buy a brick maker, perhaps MBH. Might work.
November 26, 2025 at 3:40 PM
It is though difficult to tell what multiple #IMI.L have achieved for Truflo, since they don't seem to split out the earnings separately.
November 24, 2025 at 7:26 AM
It is though difficult to tell what multiple #IMI.L have achieved for Truflo, since they don't seem to split out the earnings separately.
Subscribed, nice introductory piece. Always interested in new ideas!
November 18, 2025 at 4:38 PM
Subscribed, nice introductory piece. Always interested in new ideas!