Ron Shamgar

Pepper Group (PEP) is the leading non-bank mortgage lender in the country and a global consumer finance company with operations spanning Europe, South Korea and Hong Kong. TBF Small Cap Value Growth Fund took a position in PEP approximately 4 months ago below $2.80. Our thesis for investing in PEP... Show More

Ron Shamgar

Investors are constantly on the lookout for growth. Companies growing earnings at double digit rates normaly trade on high multiples - hence finding growth and value at the same time - is hard to come by. Mcpherson's Limited (MCP) is a brand owner within the health, beauty and wellness sector... Show More

Hi Michael, appreciate your comment and skepticism. Maybe you haven't followed out fund over the last 4 years, but we share our investment ideas and the thesis behind them on a monthly basis for over 4 years now. Livewire is another channel for us to share these ideas and you can choose to do whatever you like with the information presented to you. All the best to you. Cheers

On When You See Value It Smacks You Right In The Face -