All the latest articles & insight from our investment writers to inspire your own research and analysis.
Bruce updates a chart Terry Smith first published in the FT in 2014, looking at Tesco EPS progress versus declining Return on Capital. Other companies
Elric looks at the market trend for EVs, the ever-changing battery technology, battery options, and more. The problems ahead are a far more complex and
Bruce looks at the performance of large cap sectors YTD, and suggests rules of thumb for trying to time the turn in different sectors. Companies
Michael looks at The 90% Club from 2021 and how to avoid getting caught by overpriced IPOs. Warren Buffett doesn’t like IPOs. In fact, this
Welcome to my quick monthly round-up of interesting, listed funds, be they investment trusts (or closed funds, as they are sometimes called) or index tracking
Richard takes a look at the segmental report of Cohort to gather insights into the company’s costs as it grows in complexity. The segmental report
Bruce suggests that political leaders need a risk manager, to prevent them from increasing risk as a position moves against them. Companies covered MOON, and
I write to you from New York where I’ve been doing Bloomberg and met with a former employee of my Asset Management company now earning
In my last article, we looked at the first seven steps to profitability. We’ll continue where we left off: with the trading journal. 9. Check
Top of the shops this year is Shoe Zone with a 46% share-price gain. Maynard Paton explores the discount retailer’s post-Covid progress and wonders whether
Bruce suggests that the rate of change of investors’ expectations is more important than expectations themselves. Companies covered SRC, and expensive but becoming more reasonably priced
Prompted by a SharePad user, Richard scares himself silly when he examines how sensitive the pension fund of one of his shareholdings is to changes
