Archive - Bottom Feeding

An everyday example that illustrates the value investor mindset

I’m taking a departure from my usual research with this article to describe a time, before I started my investing journey, when I unknowingly applied a…

Feb 10 • James

January 2026

Three Contrarian Investment Ideas for January 2026

Today I’m sharing three interesting companies I’ve been researching over the last few weeks.

Jan 23 • James

2025 Annual Review

A very strong year with performance largely driven by events rather than general market sentiment.

Jan 22 • James

Shepherd Neame Research Report

An opportunity to purchase a high quality business at a 60% discount to its tangible book value.

Jan 21 • James

September 2025

James Latham Research Report

A centuries old family business, positioned for a period of exceptional growth not reflected in the share price.

Sep 18, 2025 • James

May 2025

Bottom Feeding - DGE.LSE, BMY.LSE, and FAR.TSX

A look at a premium drinks conglomerate, a publisher, and a global drilling contractor.

May 28, 2025 • James

Bottom Feeding - ATD.TSX, CCT.AIM, and QIPT.TSX

This week we're taking a look at a large Canadian convenience store operator, a toy developer/distributor in the UK, and a respiratory care provider in…

May 21, 2025 • James

Bottom Feeding - DOM.LSE, TRN.LSE, and CFX.AIM

A look at two well-known growth companies, and a micro-cap aggressively repurchasing its shares.

May 14, 2025 • James

Bottom Feeding - MG.TSX, LTHM.AIM, and D.UN.TSX

A look at an automotive industry supplier, timber product distributor, and office REIT.

May 7, 2025 • James

Bottom Feeding - XPF.AIM, CTA.AIM, and CKN.LSE

A look at two micro-caps in very different industries, and a shipping broker.

May 3, 2025 • James

April 2025

Bottom Feeding - ECOR.LSE, HTG.LSE, and SFOR.LSE

Two companies in the natural resource sector trading below book value, and a digital marketing company caught in the advertising slump.

Apr 23, 2025 • James

Platform change

Hello, This is just a quick note to say I’ve moved Bottom Feeding over to the same platform I use for Firm Returns, namely ghost.org. This means you’ll…

Apr 18, 2025 • James

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