Quality Compounder (trading at a rare discount)

Recurring Revenue, 60% Operating Margins, 60% ROCE, PE 12.

Feb 21 • ROE The Boat and Jon Kingston

13

2

January 2026

Pirate Pension Fund +26% For 2025

Process, Risk, Performance, Top 10 Holdings, Big dividend-yields-on-cost...

Jan 9 • ROE The Boat and Jon Kingston

24

2

3

December 2025

UK Small Cap (prime real estate worth more than the market cap)

Growing dividends, share buy backs, 70-100% upside to fair value.

Dec 11, 2025 • ROE The Boat and Jon Kingston

20

3

November 2025

2 Dirt Cheap HK Stocks

With big chunky dividends.

Nov 13, 2025 • ROE The Boat and Jon Kingston

24

3

The Family Business

Family public companies (a list of 183 stocks)

Nov 1, 2025 • ROE The Boat and Jon Kingston

22

4

3

October 2025

A 90 Year Old French Microcap (With Irreplaceable Assets)

With high barriers to entry, you would love to own 100% of this business.

Oct 16, 2025 • ROE The Boat and Jon Kingston

16

2

September 2025

Land of the Rising Stocks

4 Japanese microcaps for your research list.

Sep 9, 2025 • ROE The Boat and Jon Kingston

28

2

Early Bird Catches The Stock

Looking where others aren't. Launching a paid research service.

Sep 5, 2025 • ROE The Boat and Jon Kingston

31

4

August 2025

Is This UK Microcap a Golden Opportunity?

Pawn broker, gold dealer, FX

Aug 29, 2025 • ROE The Boat and Jon Kingston

36

6

8

Your YTD Performance Is NOT REAL

Measuring in Gold, BTC and Guinness.

Aug 19, 2025 • ROE The Boat and Jon Kingston

21

4

5

A Quality Growing Swedish Microcap

Literally watching paint dry

Aug 12, 2025 • ROE The Boat and Jon Kingston

35

7

4

July 2025

Undervalued Sportwear Company

P/E 7, PEG 0.56, Dividend Yield 5%, Family Led.

Jul 31, 2025 • ROE The Boat and Jon Kingston

3