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
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
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
Monthly Fund Focus: Cordiant Digital Infrastructure, European rearmament, Chinese equities
Ever since Trump came back into power, the dynamics of the global stock market have changed. US equities are now flirting with a bear market,
David Stevenson
4th April 2025
Bi-Weekly Market Commentary | 2/4/2025 | AVON, BWY, VTY, FRAN | A letter from Larry
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
Bruce Packard
2nd April 2025
The Trader: Can the London Stock Exchange be saved?
“When a man is tired of London, he is tired of life.” Or so said Samuel Johnson back in 1777. Back in that time, high
Michael Taylor
28th March 2025
An elephant that trots
They say elephants can’t gallop, but Pets At Home is an elephant in UK pet care, and it has been trotting along nicely. Richard takes
Richard Beddard
26th March 2025