Anatomy of a bubble
The trickle of annual reports in January and February has turned into a stream. It will soon be a flood. Eight companies have achieved less
Richard Beddard
12th March 2025
ARTICLES
& INSIGHT
All the latest articles & insight from our investment writers to inspire your own research and analysis.
Author Index
-
Alpesh Patel OBEAlpesh Patel OBE
-
Bruce PackardBruce Packard
-
David StevensonDavid Stevenson
-
Jamie WardJamie Ward
-
Jason NeedhamJason Needham
Author Index
-
Maynard PatonMaynard Paton
-
Michael TaylorMichael Taylor
-
Phil OakleyPhil Oakley
-
Richard BeddardRichard Beddard
-
Robbie BurnsRobbie Burns
Monthly Fund Focus: The Trump effect, Fallen angels, China tech, US equities, new fund IPO
This month’s fund article maps out why, ironically, European equities have been the big winners after President Trump’s general election victory back in November. We
David Stevenson
7th March 2025
Bi-Weekly Market Commentary | 5/3/2025 | QTX, IPF, WATR | Buffett’s mistake count
A look at Buffett’s rudimentary textual analysis of management discussion of mistakes and errors. Companies covered: QTX, IPF, WATR. The FTSE 100 was up +2%
Bruce Packard
5th March 2025
Gilts – The investment return benchmark
Guest author Andrew Latto explains that UK gilts serve as a benchmark for investment returns, offering safety, no capital gains tax, and government backing. While
Andrew Latto
28th February 2025
The Trader: Red Flag Checkup
In this article, Michael looks at things to look for before buying stocks in order to check up on potential red flags. Before buying any
Michael Taylor
28th February 2025
The curious case of the company investing in its worst business
Richard digs deeper into Spirax’s annual report to discover why its numbers have deteriorated and consider whether the company can re-establish its tremendous long-term track
Richard Beddard
26th February 2025
Screening For My Next Long-Term Winner: BIG Technologies (LSE: BIG)
Sifting through the IPO carnage of recent years leads to high-margin, cash-rich BIG Technologies. Maynard Paton reviews the tagging specialist’s positive progress, entrepreneurial boss, generous
Maynard Paton
21st February 2025
Bi-Weekly Market Commentary | 19/2/2025 | PRV, PZC, BATS | Big Ideas
A look at some of Cathie Wood’s “Big Ideas” and ARKK ETF portfolio. Companies covered PRV, PZC and BATS. The FTSE 100 ended the week
Bruce Packard
19th February 2025
The Trader: House v Player
Michael looks at the pros and cons of trading as both the house and the player. I’m often worried that whenever I mention the words
Michael Taylor
14th February 2025
A Strategy for Science
Six years after selling Science, a share that today has no strikes to its name, Richard looks at the consultancy’s last annual report to see
Richard Beddard
12th February 2025
Monthly Fund Focus: Small cap investing, The Saba saga, Investment Trust ideas
Investing in small and micro-cap stocks can be a risky exercise at the best of times, which is probably why funds and especially actively managed
David Stevenson
7th February 2025
Bi-Weekly Market Commentary | 5/2/2025 | RNWH, BBSN, FEVR | Slow Intelligence
A look at Rory Sutherland’s idea of “slow intelligence”, and if it makes sense to make processes less efficient. Companies covered: RNWH, BBSN, FEVR.
Bruce Packard
5th February 2025