Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
Contrarian Cashflows is built around the principles of respect, honesty, open-mindedness and a touch of humour. Please consider these principles in any engagement interaction with me, other readers and the content on this blog. Misbehaviour is not tolerated.
If you want to reach out to me directly, the best way is via LinkedIn, Twitter or email. You can find the details at my homepage contrariancashflows.com

Thematic (Sector/Industry)

<ul>
<li>Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.</li>
<li>Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.</li>
<li>If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!</li>
</ul>


Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.
Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.
If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!


CEO, Rock and Turner

James Emanuel

Rock and Turner

investment advisory company Rock and Turner.

Investment Advisory Company

Equity Bottom-Up

<ul><li>Manolete Partners issued a profit warning on Friday 9th September 2022.</li><li>Share price dipped over 15% after a market over-reaction that resulted in the share price dipping over 15%.</li><li>This is a wonderful buying opportunity, according to the article.</li></ul>

Manolete Partners issued a profit warning on Friday 9th September 2022.Share price dipped over 15% after a market over-reaction that resulted in the share price dipping over 15%.This is a wonderful buying opportunity, according to the article.

Manolete Partners: When A Profit Warning Is A Good Thing

<ul><li>FY21 annual reports just published demonstrate that growth momentum is continuing at an impressive rate.</li><li>Completed cases increased 150% YoY and realised revenue increased 214% YoY.</li><li>The shares are up 27% since my last analysis published on 19 Feb 2021, but with much further to go.</li><li>This could be your next ten-bagger investment.</li><li>I break it all down in this 5 minute read.</li></ul>

FY21 annual reports just published demonstrate that growth momentum is continuing at an impressive rate.Completed cases increased 150% YoY and realised revenue increased 214% YoY.The shares are up 27% since my last analysis published on 19 Feb 2021, but with much further to go.This could be your next ten-bagger investment.I break it all down in this 5 minute read.

Manolete Partners Unlocks Explosive Growth

United Kingdom

Manolete Partners Plc is a United Kingdom-based insolvency litigation financing company that acquires and funds insolvency litigation cases. The company works with insolvency practitioners and their lawyers across the UK to pursue and resolve meritorious claims, aiming to maximize returns for creditors. Founded in 2009, Manolete Partners Plc is headquartered in London, United Kingdom.

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Manolete Partners (MANO LN)

Monday Delight: 22/09/25

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help...

Contrarian Cashflows

Manolete Partners: When A Profit Warning Is A Good Thing

Manolete Partners issued a profit warning on Friday 9th September 2022.Share price dipped over 15% after a market over-reaction that resulted in...

James Emanuel

Manolete Partners Unlocks Explosive Growth

FY21 annual reports just published demonstrate that growth momentum is continuing at an impressive rate. Completed cases increased 150% YoY and...

James Emanuel

Price Gauge

52-week Range

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