All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
Michael looks at the emotional effects on position sizing and how to size appropriately, showing why it’s the trader’s final line of defense. In this
Games Workshop, Kainos and James Latham pass the 5 strikes test. Richard ponders the future of people-focused businesses in a world in which AI is
Bumper contracts leading to rapid profit growth have prompted MS International to multi-bag during the last five years. Maynard Paton assesses the defence group’s sudden
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
This month’s dive into the world of funds examines a high-quality way to invest in US equities, whose valuations are edging relentlessly higher. However, it’s
Nine shares pass the minimum quality filter but five fail to make the grade. That leaves Polar Capital, XPS Pensions and MS International in the
Michael looks at the merits of keeping things simple and removing complexity. I was at a dinner party this week and was asked, “Well, if
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
Car marketplace Auto Trader and pork and poultry producer Cranswick pass 5 Strikes. Richard learns about animal welfare and finds a company is zigging when
Camellia has enjoyed incredible long-term NAV growth but recent years have not been very kind to earnings and the share price. Maynard Paton assesses the
In this article, Michael looks at how to develop your ‘trading board of directors’ to level up your trading. Most people treat trading like a
