Simon Thompson 

On the hunt for recovery buys

Simon Thompson

Simon Thompson

TMT Investments (TMT:318¢), a venture capital company that invests in high-growth, internet-based companies across a variety of sectors – and with a significant number of Silicon Valley investments in its portfolio – was the star of my 2019 Bargain Share Portfolio after I advised banking a 140 per cent gain, at 580¢, last autumn (‘Takeovers, tenders and taking profits’, 9 September 2019). That proved the right call and I have been patiently waiting to buy in again.

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