Tuesday September 23, 2014


My First Hangover at the Greek Hovel – getting to know the locals in Kambos
Video Postcard #81 – Reflections on the summer at the Greek Hovel
The skies darken over the Greek Hovel as lovely Eleni and the rest of Kambos prepares for winter

PERSONAL, UNDILUTED VIEWS FROM TOM WINNIFRITH

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WANdisco Trading Statement: Good News continues but 2014 PE now 120

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- Tom Winnifrith

On 15th January AIM listed super IPO of 2012 WANdisco (LSE:WAND) served up what was a very upbeat and impressive trading statement prompting modest upgrades from its paid for research lackeys at Edison and GE&CR and sending the shares soaring ahead to a 577.5p share price. The 2014 PE ratio is now in the region of 120. On 6th January I explained why this stock was actually, a plausibly, cheap share tip at 493p although it could hardly be described as a traditional Warren Buffett style value investment.

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