5 Strikes: Mega-caps crash |DATA
Since his last update, nine companies have passed Richard’s minimum quality filter. Most are very large businesses. He takes a peek at GlobalData, the smallest
Richard Beddard
25th March 2026
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
Small-Cap Spotlight Report: Brave Bison (LSE: BBSN)
Marketing specialist Brave Bison undertook five acquisitions last year and recently purchased 28% of System1. Maynard Paton wonders if the acquisitions are creating value and
Maynard Paton
20th March 2026
Bi-Weekly Market Commentary | 18/03/2026 | NESF, TCAP, CBG | Volatility Rising
AIM has fallen through key moving average support levels, suggesting it may be time to trim portfolios and cut low conviction or losing positions. Companies
Bruce Packard
18th March 2026
The Trader: The most dangerous words…
Michael Taylor explores some of the most dangerous phrases investors and traders can fall into, and why they often lead to costly mistakes. Drawing on
Michael Taylor
13th March 2026
5 Strikes: Assessing the AI risk | RELX
Seven companies pass Richard’s minimum quality filter, but only two of them impress. He takes a closer look at RELX, a company that has earned
Richard Beddard
11th March 2026
Monthly Fund Focus: Beyond AI and the US, an Indian equities ETF, and managing downside risk
David Stevenson argues the global equity rally is broadening beyond AI and the US, highlighting new opportunities across markets and sectors. He also examines a
David Stevenson
6th March 2026
Bi-Weekly Market Commentary | 04/03/2026 | EEE, MTL, YU., SRT, CRW | What to buy at the top
Bruce returns with a looks at some of AIM’s top performers (EEE, MTL, YU.) since the market peaked in Sept 2021. Plus results from SRT
Bruce Packard
4th March 2026
The Trader: M2M vs T2H – Understanding Your Trading Timeframe – Part II
In Part II of his trading timeframe series, Michael Taylor explains how to categorise trades as M2M or T2H before entry – and why that
Michael Taylor
27th February 2026
5 Strikes: Getting Tracsis (TRCS) back on track
With no new companies making it past his 5 Strikes filter, Richard examines transport software house and consultancy Tracsis’ rise and fall. To rise again,
Richard Beddard
25th February 2026
Screening For My Next Quality Winner: AJ Bell (LSE: AJB)
Screening again for high margins and high ROEs pinpoints the super accounts of AJ Bell. Maynard Paton studies the investing platform’s impressive business that has
Maynard Paton
20th February 2026
Bi-Weekly Market Commentary | 18/02/2026 | REL, SDR, RSW | SaaS-pocalypse
Stepping in for Bruce this week, Jamie Ward looks at effect of Claude AI on SaaS businesses and wonders whether the banking industry can give
Jamie Ward
18th February 2026
The Trader: M2M vs T2H – Understanding Your Trading Timeframe – Part I
Michael Taylor explores why so many traders fail by blurring short-term trades with long-term investments, and introduces his M2M versus T2H framework to define each
Michael Taylor
13th February 2026