Big Winners (Outliers) & the 80 – 20 Rule
In this article, I’m going to jump straight into the business end of where the money is made when you’re right. I’ll run through three
Jason Needham
4th August 2023
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
29 top scorers, and Christie bottled
Richard reveals the latest shares to pass his 5 Strikes scoring system, and attempts to bottle the essence of Christie, a big data business back
Richard Beddard
2nd August 2023
Weekly Market Commentary | 01/08/23 | LLOY, TSTL, RBGP | An Engine, Not a Camera
Bruce makes some broad observations about how economists’ models drive Central Bank behaviour and interest rate expectations. Companies covered: LLOY, TSTL, RBGP The FTSE 100
Bruce Packard
1st August 2023
Monthly Funds focus: AI ETFs, New ETFs, Defense EFTs & BH Macro
This month our funds expert focuses on ETFs and the listed hedge fund BH Macro. He looks at why you’d be better off investing in
David Stevenson
28th July 2023
AG Barr – Buying Boost may re-energise its profits but investors will have to wait
Phil asks whether AG Barr’s recent acquisitions can turn it into a growing business again. Soft drinks companies are a long-term favourite with investors. Their
Phil Oakley
26th July 2023
Weekly Market Commentary | 25/07/23 | ONT, DARK, HL., AJB | Base effects
With inflation peaking in the UK (at least for now), Bruce looks at some larger cap stocks that have broken through their 200-day moving averages
Bruce Packard
25th July 2023
The Trader: Greatest Trades
In this article, Michael looks at some of the greatest trades in history. The markets have always offered opportunities for those who either do the
Michael Taylor
21st July 2023
Bottling the essence of a business
An iron rule in long-term investing is to understand the business. Richard adapts business school teaching to work out how companies make money. One of
Richard Beddard
19th July 2023
Weekly Market Commentary | 18/07/23 | SHOE, MEGP, ZOO | The Buy-to-Let burden
Bruce looks at the prospects for the UK Buy-to-Let market in the BoE’s Financial Stability Review, and wonders if rising interest rates are driving higher
Bruce Packard
18th July 2023
Small-Cap Spotlight Report: Hotel Chocolat (LSE: HOTC)
Devoted company bosses do not always create great returns for outside shareholders. Maynard Paton studies chocolate retailer Hotel Chocolat and the board’s decisions and composition.
Maynard Paton
14th July 2023
Is Warlord Games a potential game-changer for Hornby?
Recent attempts to turn Hornby into a consistently profitable and growing business have failed. Phil looks to see if last week’s purchase of a minority
Phil Oakley
12th July 2023
Weekly Market Commentary | 11/07/23 | KOO, SUP, SMV | Bank deposits and dividend yields
While the dividend yield on the FTSE and AIM indices is not high relative to history, it does seem remarkable that >8% yields are available
Bruce Packard
11th July 2023