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
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: 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
The Trader: Nvidia’s fall and the RNS layout
In this article, Michael looks at the ramifications for Nvidia’s fall and his RNS layout. What a week. Nvidia took a dive on news of
Michael Taylor
31st January 2025
15 quality businesses that are improving
January is a quiet month for annual reports, so Richard mines the list of shares that passed the 5 Strikes test in 2024 and should
Richard Beddard
29th January 2025
Small-Cap Spotlight Report: Pinewood Technologies
Pinewood Technologies is one of only two major suppliers of management software to UK car dealers and has grand plans to expand abroad. Maynard Paton
Maynard Paton
24th January 2025
Bi-Weekly Market Commentary | 22/1/2025 | ONT, FDEV, IKA | The second derivative
A look at a couple of stocks that are off 80-90% from their highs, but which may have formed a bottom with a +20% bounce
Bruce Packard
22nd January 2025
The Trader: The Importance of Being a Money Manager
Michael looks at the idea of money management for traders and some key points for traders to review. A former hedge fund manager
Michael Taylor
17th January 2025
Profitable companies in challenging industries
Cerillion has a perfect track record selling software to a challenging sector. Goldplat knows how to profit consistently from miners in troubled economies. Renew has
Richard Beddard
15th January 2025
Bi-Weekly Market Commentary | 7/1/2025 | AVAP, AT, WISE, FCH | UK optimism for 2025?
A review of investing ideas for 2025, including AVAP and AT. plus financials WISE and FCH. Also covered TMG’s disposal of its US operations.
Bruce Packard
7th January 2025
The Trader: Avoid the January Trap!
Happy New Year! Hopefully you have come back refreshed and energised, ready to compete in what is one of the world’s most competitive arenas. As
Michael Taylor
3rd January 2025
New Year’s Guide to 5 Strikes
Richard makes a rare find, a company with no strikes to its name. He also stripped down his 5 Strikes system and checked its components
Richard Beddard
2nd January 2025