Last week I had the good fortune of being able to attend the Mello conference. Mello is quickly becoming the biggest day in the retail investor’s calendar. According to David Stredder – the event organiser – attendance was up by 11% this year and the Tuesday was its busiest opening day ever. What’s more, over 31% of the investors had never been to a Mello event. So if you’ve never been before do come to the next one. I’ve typed up my notes from the speeches and panels I attended. Gervais Williams’ talk (towards the end of the notes) was a particular highlight. David Page and Nick Wong, The Fulham Shore Plc (Please note that I have a long position in FUL.) After a cramped, bad-tempered, delayed 50-minute tube journey, I got to this one a little late. It’s never fun being the guy that bursts into a room halfway through a presentation, bumping and sidling along rows of seats, whispering ‘Sorry’ to people as they hug their knees to their chests to let you past… Fulham Shore (LON:FUL) is a small cap Leisure stock made up of two brands: Franco…
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