It’s “avoid the warnings” time Last week saw a few profit warnings. Somero, Ted Baker, Quiz, Pendragon warnings were based on revenue …
Jeremy has deep experience in the UK Specialist Financials sector through over 30 years experience as a small cap fund manager and broker. Jeremy likes to take a top-down approach to his writing, looking at economic and market trends and then drilling down into opportunities for investors.
I have a view that institutional brokers are in decline because they have lost “placing power” as investors are taking control of their own finances. So ultimately placing power will revert to those that own the retail flow (as was the case 80 years ago when my forbears were stock broking) which puts Private Investors using software like SharePad and ShareScope in a great position!
It’s “avoid the warnings” time Last week saw a few profit warnings. Somero, Ted Baker, Quiz, Pendragon warnings were based on revenue …
Companies with Culture The noise around Woodford’s humiliation last week was deafening. And it was a bad week for Hargreaves Lansdown (-14%). …
The “End of Global Trade” Week Last week the talk moved from politics to trade wars. Consensus seems to be that the …
Time to own value? Unicorns The Unicorns stable door has been left wide open. Beyond Meat, a US loss making protein meat …