ShareScope Articles

A look at what has gone wrong at AGFX, including management’s voluntary disclosure around liquidity risk versus the reality of zero-zero margins. Other companies covered

A look at why bull markets climb a “wall of worry”, but crashes are fast and brutal. Companies covered VLX, BOOM and CNC.   It’s

A look at Larry Fink’s letter to BlackRock shareholders. The US asset manager has $11.6 trillion of AuM, and saw $281bn of inflows in Q4

Indicators in the government bond, corporate credit and commodity markets, suggest little contagion from the sell-off in US equities. Companies covered: JUST, SOM and SRC.

A look at Buffett’s rudimentary textual analysis of management discussion of mistakes and errors. Companies covered: QTX, IPF, WATR. The FTSE 100 was up +2%

A look at some of Cathie Wood’s “Big Ideas” and ARKK ETF portfolio. Companies covered PRV, PZC and BATS. The FTSE 100 ended the week

A look at Rory Sutherland’s idea of “slow intelligence”, and if it makes sense to make processes less efficient. Companies covered: RNWH, BBSN, FEVR.  

A look at a couple of stocks that are off 80-90% from their highs, but which may have formed a bottom with a +20% bounce

A review of investing ideas for 2025, including AVAP and AT. plus financials WISE and FCH.  Also covered TMG’s disposal of its US operations.  

A look at the capex boom from Artificial Intelligence and data centres, and who the winner(s) might be. Companies covered: W7L’s bid for BAR, EAH