ARTICLES
& INSIGHT

All the latest articles & insight from our investment writers to inspire your own research and analysis.

Author Index

  • Alpesh Patel OBE
  • Ben Hobson
  • Bruce Packard
  • David Stevenson
  • Elric Langton

Author Index

  • Jason Needham
  • Maynard Paton
  • Michael Taylor
  • Phil Oakley
  • Richard Beddard

Small-Cap Spotlight Report: LoopUp

Welcome to a series of occasional articles in which I shine an investigative spotlight on particular small-caps. My aim is to demonstrate how to analyse companies in SharePad and beyond to help you become a more informed investor. I start today with LoopUp (LOOP), a £44 million developer of software for remote meetings and conference

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Weekly Commentary: 25/01/21 – Expectation v surprise

I was initially unimpressed by the UK’s mass vaccination rollout. However it is important to keep updating your beliefs when data is better than you had been expecting and not miss the inflection point. From below 150K per week in December, we now have almost 5m vaccinated. My mistake was to extrapolate in a linear

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Made from girders

Barr makes Irn Bru, which I drank once, getting on for forty years ago in Scotland. Irn Bru is to Barr what Coke is to Coca-Cola and Vimto is to Nichols, the drink upon which the business was built. Being a southern softy I may not have been a regular drinker of Irn Bru, but

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Weekly Commentary: 18/01/21 – Reincarnation as the bond market

In the early days of a new Democrat presidency, the President’s campaign manager observed that: “I used to think if there was reincarnation, I wanted to come back as the President or the Pope or a 0.400 baseball hitter. But now I want to come back as the bond market. You can intimidate anybody.” The

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The Trader: Introducing my new filter

I released a new filter several weeks ago. This was a new filter I was testing and mentioned this in my Investors Chronicle column. I’ve released it onto the library due to popular demand and in this article I’ll explain how to get the best out of this filter. First of all, you can find

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The Dynamic 35: Manchester and London

“While we have this euphoria it’s pretty hard to imagine the bubble breaking. But look at the data and you think this thing could go…” (Grantham, GMO, Dec 2020). “In every portfolio, you need to ask yourself what is going to be more relevant [in] five to 10 years versus today. The most interesting trend

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Screening For My Next Long-Term Winner: Avon Rubber

Happy 2021! I trust SharePad will help bring you good fortune in what could be another twelve months of financial thrills and spills. As usual I plan to trawl the market for interesting shares that I hope assists your company analysis and stock-picking. I start the year with Avon Rubber, a FTSE 250 member that

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Weekly Commentary: 11/01/21 – Gatekeepers

The FTSE 100 started the year strongly +6% during the week to 6857. Both the S&P 500 +1.3% to 3804 Nasdaq +1.4% to 13068 were more subdued, though largely unaffected by events in Washington. 10 years ago when I was in Tbilisi, I remember a US dignitary explaining to the Georgians that the point of

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Annual reports made simple

Happy New year. This year, I have resolved to keep things simple, which is not easy in investing. Aide memoire… Just before Christmas Chris, a SharePad customer, emailed me with a request: When I look at company reports which often run to a couple of hundred pages I find the position somewhat daunting… It would

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Weekly Commentary: 04/01/21 – Wait and Hope

“Until the day when God shall deign to reveal the future to man, all human wisdom is summed up in these two words… wait and hope.” – The Count of Monte Cristo The FTSE 100 finished the year at 6460, down 14% from 7585 this time last year. There were some odd movements in share

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Weekly Commentary: 29/12/20 – Amateurs

The FTSE 100 closed around 6,487 to 24 December down -15% from the start of the year. From a peak of 7670 in mid-January the index fell by -35% to a low of 4998 at the end of March before recovering +30%. A reminder of the importance of pound cost averaging, because a -30% drop,

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