This week, Jamie talks about two types of equity investment those which should be held with the intention of an indefinite horizon and those that are expected to be sold. He then compares three companies, two of which he thinks should be long term holds and the other one only to be traded. The commentary […]
Jamie Ward returns with his last article for ShareScope to discuss risk and complacency in the market and suggests that the past few years might not be an adequate guide for the future. Markets always go up… Since the Great Financial Crisis (GFC) in 2008, there has been a received wisdom to always ‘buy the […]
Jamie Ward takes a detailed walk through two expansion strategies and outlines the types of company and sectors where investors are likely to find these strategies as well as highlighting how to spot companies using them well. Two common ways for profitable growth for many companies can be summarised as roll-out and roll-up. Roll-out is […]
The task of investors is to find businesses that have created value, have a good chance of doing so in the future and are run by honest actors. This task is complicated by certain sectors where businesses don’t ‘look’ like most businesses. Jamie Ward returns with a look at Insurance through the lens of one […]
