Investment ideas - UK housing losers and Seraphim Space
I sense that UK investors have over reacted to housing market news opening up real valuation anomalies especially at LendInvest and Barratts. And why a space fund is still mispriced.
Seraphim Space Investment Trust
A quick observation on the recent results from the Seraphim Space Investment Trust. These were impressive numbers: NAV per share increased by 1.9% in the period from IPO (14 July 2021) to 30 June 2022.
Many of you might find these numbers comforting, especially when compared to the carnage amongst other listed venture capit…
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