PZ Cussons is sharpening its focus on 8 “Must Win” hygiene, baby and beauty brands in the UK, Nigeria, Indonesia and Australia.
PZ Cussons doubles down on focus
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Screening For My Next Long-Term Winner: Polar Capital
I am not a great fan of the fund-management industry. I cannot think of another sector where the employees collect enormous salaries while the customers pay hefty fees and sometimes get nothing in return. Quite often us amateur investors are better off with simple index trackers rather than falling for the industry’s persuasive advisers and […]
How to work out whether a firm is good acquirer
Richard uses a trick from Judges Scientific’s playbook to assess local hero Scientific Digital Imaging. Both companies acquire scientific instrument manufacturers using a “buy and build strategy”. Last month we worked out how to populate Google Maps with SharePad data to find local companies to invest in. Today, we will take the process a stage […]
How to win 79% of the time – the Santa Claus effect
How to be a winner 79% of the time and be up an average of 3.5%. Sounds enticing. I was reminded of the Santa Claus effect a couple of weeks ago and I found it too enticing to not look into and wanted to at least share my hard earned findings. Back in 2008 Simon […]
Electrocomponents: Becoming First Choice
You don’t have to look far to discover Electrocomponents’ ambition. “BECOMING FIRST CHOICE” is the title of its annual report this year. But that strapline is one of the last things I found out about the company while evaluating the share. I discovered Electrocomponents using the simplest of screens in SharePad, learned more about it […]
