
Weekly Market Commentary | 28/03/23 | KAPE, SDRY, ALPH, EQLS | The End of Alchemy
The Swiss Central Bank’s balance sheet in 2022 shows signs that Credit Suisse’s problems were well understood, but harder for the authorities to resolve. Companies
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The Swiss Central Bank’s balance sheet in 2022 shows signs that Credit Suisse’s problems were well understood, but harder for the authorities to resolve. Companies

Welcome to my first article for SharePad. All being well, this marks the start of a regular column from me exploring ideas, themes and strategies

Shares in kitchen supplier Howden Joinery have rewarded long-term investors handsomely. For me, it is one of the highest quality UK businesses in the FTSE

With the ‘rescue’ of Credit Suisse over the weekend, Bruce ponders what might happen next and which indicators to focus on. Companies covered BUR and

WANdisco has owned up to ‘significant accounting irregularities’ and the prospects for shareholders now look grim. Maynard Paton revisits the software developer to identify the

Consider Wandisco. It’s a software company that specialises in providing data management and replication services for businesses. The company was founded in 2005 and is

Although Arm will list in the USA, there should be nothing to stop us buying shares in Britain’s top tech company after it floats. This

Following the rescue of Silicon Valley Bank, Bruce looks at possible read across to recent IPOs and IP Group. Companies covered IPO, FRAN and Georgian

Investing in shares is risky but if you want to grow the value of your investments you have to take some risk. Getting the balance

With the rally running out of steam, Bruce looks at long-run equity returns. The two banks which compete to publish this data have performed much

Richard looks at the good and the ugly in Hollywood Bowl’s alternative performance measures and concludes that the company has put a positive gloss on

Bruce looks at the Berkshire Hathaway 2022 shareholder letter, which Buffett published over the weekend. Stocks covered AVAP, SLP and GBG. The FTSE 100 remained