All the latest articles & insight from our investment writers to inspire your own research and analysis.
I’ve just launched a new edition of my book “Naked Trader” – edition 6. It’s been five years since the last edition and I thought
A look at the capex boom from Artificial Intelligence and data centres, and who the winner(s) might be. Companies covered: W7L’s bid for BAR, EAH
Gram for gram Bioventix must be one of the most profitable manufacturers in the UK. Richard also looks at Dotdigital. It too has an unblemished
Global stock market indices are widely used benchmarks and also form the core of a huge and growing range of exchange-traded funds. But what are
A look at whether rising Natural Gas prices might threaten the market rally, and whether renewables might help offset the pain. Companies mentioned NESF, TAM,
You’ve probably seen Jaguar’s new rebrand, which looks similar to a cosmetic or a fashion ad, without any mention of cars, and some vague slogans
Only two companies pass Richard’s minimum quality filter. Luckily Associated British Foods and Softcat both pass the 5 Strikes test. It’s been a thin fortnight
There are two approaches to trading: discretionary and systematic. The former relies on the trader’s judgement to make decisions, whilst systematic follows a set of
Phil looks at the state of the US stock market following the presidential election and the reasons why it might continue to boom and why
A look at how different asset classes have responded to the US election result, and whether there might be some inconsistent thinking therein. Companies covered:
Wynnstay has paid an increased dividend every year since 2004 yet its shares trade nearly 40% below net tangible assets. Maynard Paton weighs up whether
Richard presents the latest companies to make it through his 5 Strikes process. Volution, a manufacturer of extractor fans and more sophisticated ventilation systems achieved
