Financial Analyst, former management consultant, equity research analyst Bruce Packard started his career at Credit Suisse followed by various banks and stockbroking firms before quitting The City to work in financial PR, Litigation finance and finally financial education. In 2008 he predicted the nationalisation of the UK banking industry.
I’m a self-invested, low frequency, buy and hold investor focused on quality. As well as writing for ShareScope I like to capture my financial analysis and non-conformist thoughts on my own blog brucepackard.com. I also used to own a craft beer bar in Berlin and for fun play beach volleyball (unlikely to turn professional though).
Bruce Packard reviews how past Mello London presenters have performed, revealing funds outpacing most small-cap companies. He also analyses updates from Diageo (DGE), Ceres Power
Bruce looks at what divergent performance between energy commodities and precious metals signal about industrial demand and Central Bank liquidity. Companies covered CAPD, CLBS and
There could be a bubble in more speculative areas in the US, but with the UK having suffered billions of fund manager outflows, perhaps UK stocks could now prove a safe haven. Companies covered DIA, IHC and TSTL.
As gold has continued to perform well, Bruce looks at shares in consumer brands that have historically done well in inflationary times. Company results covered:
Bruce takes a look back to the 1980’s, for inspiration on how to fix London’s broken IPO market. Companies covered: NFG’s disclosure around its Mach49
With Natural Gas down -20% YTD, renewable energy sources could be replacing demand for fossil fuels, reducing the risk of 1970’s style stagflation. Companies covered
A look at the valuations achieved by US-listed dog walking apps, Wag and Rover. Companies covered STVG, GRG, CBG and OCN. The FTSE 100 continues
UK gilt yields remain high and there’s a risk that Government borrowing “crowds out” lending to individuals and SMEs. Companies covered DOCS, BKS, CRL. The
How confident can we be that the tech companies spending hundreds of billions of capex on LLM will generate adequate returns? Companies covered MANO and
A look at how scanning headlines is no substitute for assessing closely the investment case of individual stocks. Companies covered PEEL, CPI, OHGR The FTSE
As concerns rise about the outlook for government debt, a look at what could be driving prices in the precious metals sector. Companies covered FTC,
A look at the number of companies leaving AIM, and whether brokers’ hope of a recovery in IPOs will help investors. Companies covered SDI, CBG
