The Trader: The 90% club
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
Michael Taylor
30th September 2022
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
Monthly funds focus: Biopharma Credit, The all-singing discount play, Thematic ETFs
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
David Stevenson
28th September 2022
Clues between the segments
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
Richard Beddard
28th September 2022
Weekly Market Commentary 26/09/22 |MOON, FDEV, KWS| Gambling for Resurrection
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
Bruce Packard
26th September 2022
Is It Time to Buy Sterling?
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
Alpesh Patel OBE
23rd September 2022
The Trader: 15 Steps To Profitability part 2
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
Michael Taylor
21st September 2022
Small-Cap Spotlight Report: Shoe Zone (LSE: SHOE)
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
Maynard Paton
21st September 2022
Weekly Market Commentary 20/09/22 |SRC, FEVER, ITM| The second derivative of expectations
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
Bruce Packard
20th September 2022
The pension timebomb at the heart of our investments
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
Richard Beddard
14th September 2022
New UK IPOs 14/09/22 |Aurrigo Group plc, First Class Metals plc, Haleon plc|
In this article, Bernice will once again examine recent and upcoming listings on the London Stock Exchange. The three investment opportunities reviewed are: Aurrigo Group
Bernice Ng
14th September 2022
Weekly Market Commentary 12/09/22 |AFX, EQLS, PCIP|Interest by the pound
With the pound falling by -14% so far this year against the dollar, Bruce looks at two companies that help SME businesses manage currency risk:
Bruce Packard
12th September 2022
The Economic Data Suggesting a Stock Market Rally
First, some personal recollections on Her Majesty the Queen In light of the sad news of the passing of Her Majesty the Queen, I hope
Alpesh Patel OBE
9th September 2022