A company that explains itself
Just two shares out of six to publish annual reports in the last fortnight achieve less than three strikes. Richard introduces M Winkworth and Churchill
Richard Beddard
21st May 2025
ARTICLES
& INSIGHT
All the latest articles & insight from our investment writers to inspire your own research and analysis.
Author Index
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Alpesh Patel OBEAlpesh Patel OBE
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Bruce PackardBruce Packard
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David StevensonDavid Stevenson
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Jamie WardJamie Ward
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Jason NeedhamJason Needham
Author Index
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Maynard PatonMaynard Paton
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Michael TaylorMichael Taylor
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Phil OakleyPhil Oakley
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Richard BeddardRichard Beddard
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Robbie BurnsRobbie Burns
Screening For My Next Long-Term Winner: Elixirr International (LSE: ELIX)
An employee culture where ‘B teams don’t exist’ has helped Elixirr International become an IPO winner. Maynard Paton assesses the management consultancy’s positive progress, entrepreneurial
Maynard Paton
16th May 2025
Bi-Weekly Market Commentary | 14/5/2025 | SPA, ELCO, OCN | Trump’s Trade Truce
Markets have reacted well to the trade truce between the US and China, yet there may still be problems ahead. Companies covered SPA, ELCO, and
Bruce Packard
14th May 2025
The Trader: How to grow a small trading account
I got asked this week about growing a small trading account and was told that a lot of the advice and suggestions given out are
Michael Taylor
9th May 2025
Six Sweet Shares
This week Richard surveys an unusually high-quality crop of shares and takes a closer look at Nichols. The soft drinks company owns the Vimto brand
Richard Beddard
7th May 2025
Monthly Fund Focus: Market snippets, Low-volatility funds, Income funds
With markets in a volatile mood because of Trump Vs 2.0, in this month’s note on funds, we concentrate on income-producing fund ideas as well
David Stevenson
2nd May 2025
Bi-Weekly Market Commentary | 30/4/2025 | AGFX, MERC, ELIX | Zero Zero Margins
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
Bruce Packard
30th April 2025
The Trader: A Risk Management Reminder
It’s gutting news for Argentex shareholders as earlier this week the business announced that it had suspended trading as a result of its financial position.
Michael Taylor
25th April 2025
Searching for Big Obvious Objections
Richard looks beyond Morgan Sindall’s excellent numbers to find any Big Obvious Objections (or Boo’s) to investing in the business. Meanwhile, 11 shares make it
Richard Beddard
23rd April 2025
Bi-Weekly Market Commentary | 16/4/2025 | VLX, BOOM, CNC | When narratives crash
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
Bruce Packard
16th April 2025
The Trader: The Art of the Squeal
Michael looks at recent events and the importance of protection. Well, it turns out China wasn’t big enough to bully Trump into submission. But the
Michael Taylor
11th April 2025
The great cake bubble of 2021
In 2021, traders gobbled up shares in cake store franchise Cake Box, then spewed them back out. Today, the company earns twice as much in
Richard Beddard
9th April 2025