Freaky Franchises
Richard finds 11 franchisors listed in London and pits them against each other in a championship to find the best one. In round one, a
Richard Beddard
5th July 2023
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
Weekly Market Commentary | 4/07/23 | WISE, TBLD, DPP | Safe haven investing
Bruce looks at the idea of tail risk hedging but thinks that the strategy might be too difficult for private investors to implement. Instead, companies
Bruce Packard
4th July 2023
JD Sports: A lesson in management
Phil looks at the issue of management in light of the turmoil and changes at JD Sports and asks whether the shares are too cheap
Phil Oakley
28th June 2023
Weekly Market Commentary | 27/06/23 | MANO, SOM, HOTC, BOTB | And Quiet Flows the Don
Bruce suggests that unemployment, rather than interest rates, will be the driver of banks’ bad debts. Companies covered MANO, and profit warnings from SOM and
Bruce Packard
27th June 2023
Tuning out of the day-to-day noise | Green Shoots, Leadership & AI
Since my last market update in February markets have been consolidating the move off the lows and more recently we have seen the Nasdaq and
Jason Needham
26th June 2023
The Trader: Pouring fuel on the fire of shorters
Michael talks shorting and specifically – using this weeks news story on Ocado as an example – when the shorters get squeezed. Let’s be honest.
Michael Taylor
22nd June 2023
In search of high-quality sectors
Richard uses the results of his Five strikes scoring system to go in search of high-quality sectors. It is leading him to challenge long-held beliefs
Richard Beddard
21st June 2023
Weekly Market Commentary | 20/06/23 | W7L, FDEV, VNET | Stale blows the London IPOs
Bruce looks at recent trends in the IPO market and questions whether attracting new listings at any price really is good news for investors in
Bruce Packard
20th June 2023
The Trader: The two best trades of the 20th century?
In this article, Michael looks at two of the best trades of the 20th Century by Sir John Templeton. Sir John Templeton was an American-born
Michael Taylor
16th June 2023
Is now a good time to buy Forterra shares?
Buying shares when they are unpopular can be a profitable investing strategy. Phil takes a look at one of the UK’s leading brickmakers, Forterra, to
Phil Oakley
14th June 2023
Weekly Market Commentary | 13/06/23 | OMG, GHH, OCN, ADB | A bifurcating bull market
Bruce looks at the divergent performance of the Nasdaq100 +22% since its October lows, versus AIM which is flat over the same time period. Companies
Bruce Packard
13th June 2023
Screening For My Next Long-Term Winner: Belvoir
Screening for consistently high margins and ROE leads to property franchisor Belvoir. Maynard Paton weighs up the small-cap’s acquisitive history, super cash flow, visible management
Maynard Paton
12th June 2023