Research – Ben Jones Investments

Our deep dives thoroughly evaluate a company and include price targets, DCF modeling, moats, competitive advantages and risk assessments. The deep dive below is free to access, with further deep dives available through our subscription service. Short reports, earnings updates and macro insights are all available for free.

You can access free one-page investment theses on the stocks covered below. For full investment reports, please view the subscription packages.

Persimmon (LSE:PSN) is the UK’s third-largest homebuilder. Oversold on worries of higher rates, it trades too cheap relative to intrinsic value

Evolution (Nasdaq Stockholm:EVO) is an online casino game creator based in Stockholm, which licences games to operators around the world

Interactive Brokers (Nasdaq:IBKR) is an electronic brokerage firm based in the US with competitive advantages capable of delivering long term growth

Safestore (LSE:SAFE) is a UK based storage facility

Anglo Asian Mining (LSE:AAZ) is a copper and gold mining company based in Azerbaijan

Earnings updates below in chronological order

modern monetary theory gone but not forgotten

MMT may have disappeared from the public arena but it still operates behind the scenes.

it's the money supply, stupid! money supply is the key to tackling inflation

MMT may have disappeared from the public arena but it still operates behind the scenes

unemployment is coming, look busy! job market strength won't last

Unemployment follows peak Fed Funds rate with a lag

china's disinflation why inflation is on the way

China’s growth spells the end of a deflationary force that opens the door for inflation

gold report chapter 2 why gold should be above $2000

Why is the gold price lagging behind it’s real value? The second chapter investigates how does it compare to other assets.

money, money, money in a central banker's world

Price levels adjusting to a new equilibrium always takes longer than policy makers like

the fed pivot the market is pricing a change in policy, but is the market right?

Recessionary data will challenge the Fed’s ability to maintain higher rates

Managing Inflation why the fed is right to be behind the curve

The Fed needs to monetise debt whilst maintaining confidence in the dollar

gold report chapter 3 the debt and inflation trap that will ultimately drive gold higher

The first chapter investigating the macro economic factors as to why the gold price will be driven higher in the short term.

gold report chapter 1 gold supply and demand

What affects supply and demand for gold? This first chapter investigates the reasons for changes in supply and demand