All the latest articles & insight from our investment writers to inspire your own research and analysis.
Richard says finding a great business is only the first stage of finding a great investment. The second stage, establishing that what makes a company special is sustainable, is all about fairness. When buy and hold investors own a share of a business, we expect that share to grow in value as the business proves
Bruce ponders if any large corporates are exposed as social proof in crypto disappear. Companies covered HVO and BMS The FTSE has been flat at just below 7,400 for the last 5 days. The S&P500 and Nasdaq 100 are both down around -1%. The China FTSE 50, has enjoyed a +22% bounce from its
I write to you from India. In fact from Asia’s largest tech summit. I’ve seen companies in AI, quantum computing, cancer detection, and rocketry (India launches UK satellites btw), and today India had its first private rocket launch. Then there were companies in Advanced Manufacturing, advanced materials and of course cyber security (they do have
Bruce questions why globalisation has been so bad for the FTSE All Share index versus the S&P500. Plus a look at CMC Markets H1 results. The FTSE 100 was down -0.9% in the last 5 days, at just above 7,300 with some of the selling coming as the new Chancellor announced his plans for tax
Lithium-ion Batteries, Recycling for Demand Between our obsession with mobile electronics and the growing popularity of electric vehicles, lithium-ion battery demand is growing at an astonishing rate. You may have noticed I have featured several articles these past months specifically on the evolution, of the ongoing transition from ICE vehicles to electric vehicles (EVs). Most
Many quoted companies trumpet their TrustPilot ratings. But is Trustpilot itself a 5-star investment? Maynard Paton evaluates the review website’s financial progress and business model. Read a set of company results, and chances are you will spot a reference to Trustpilot. Examples of quoted businesses mentioning the popular review website include: AJ Bell: “Our operational
Bruce looks at a couple of stocks that have benefited from the US dollar strength / weak pound. HLN and BGEO. The FTSE 100 was up +0.65% to 7343 in the last 5 days. The Nasdaq100 and S&P500 were much stronger, +7.7% and 4.9%. Nasdaq has been strong despite the collapse of Sam Bankman-Fried’s FTX
Michael looks at the price action of the indices over the last few weeks and includes two potential breakout trades. US stocks had their second-best day in history this week. The indices have continued to rally since I last wrote two weeks ago. Many UK stocks have seen uplifts in their valuations too. The market
Bruce suggests that company managements who are reluctant to physically meet investors could be facing a more uncertain outlook. Companies covered ABF and AGFX The FTSE 100 was up +1.4% in the last 5 days to 7296, while the Nasdaq100 and S&P500 were up +0.8% and +1.0% respectively. The pound weakened slightly versus to 1.138
As Richard trawls the stock market for high-quality businesses that are less pricey than they used to be, he takes a first look at Auto Trader, a company that is growing from a position of financial and competitive strength. Following on from Dechra Pharmaceuticals and Halma, Auto Trader is another high-quality business that has experienced
Bruce looks at the FT30 index, which Sharepad has going back to 1935. Plus a couple of hydrogen stocks, that are currently too speculative for him: ATOM and AFC The FTSE 100 has recovered well in the last 5 days up +2.9%. By contrast, the Nasdaq100 and S&P500 were down -4.7% and 2.3% respectively in
If you’re like most people, you might think that US midterm elections mean one thing for stock markets: Volatility followed by investor-friendly upswings. In reality, however, the situation is far more convoluted. Here’s a quick primer on why. Do the Midterms Really Matter? Post-midterm stock market upswings enjoy a long history, although some analysts disagree
