5 Strikes: SaaSy Cerillion | CER
Richard’s filter strikes out, so he takes a closer look at Cerillion, the software company that achieved no strikes at all last time. The company
Richard Beddard
11th February 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
Monthly Fund Focus: Japan’s turmoil, gold market nerves, and overlooked UK alternatives
This month’s deep dive into all thing’s funds-related looks at turbulent Japan, why it’s time to become more nervous about gold prices, an under-the-radar UK-listed
David Stevenson
6th February 2026
Bi-Weekly Market Commentary | 04/02/2026 | SLP, SFOR, NFG, LUCE | Accelerating Technoptimism
Bruce takes a look at Cathie Wood’s research on previous tech bubbles and what peak Capex to GDP tells us about the current AI spending
Bruce Packard
4th February 2026
The Trader: Getting over mental blocks
Michael Taylor explores the hidden problem with demo trading – not the lack of skill, but the absence of emotion. He explains why finding the
Michael Taylor
30th January 2026
5 Strikes: Perfect track record | CER, BOWL, RFX, RWS
It is four out of four this time, as Cerillion, Hollywood Bowl, Ramsdens and RWS all pass the 5 Strikes test. Richard Beddard explains why
Richard Beddard
28th January 2026
Screening For My Next Quality Winner: Hollywood Bowl (LSE: BOWL)
A screen for high margins and high ROEs perhaps surprisingly identifies Hollywood Bowl. Maynard Paton studies the bowling group’s growth history, lease accounting, hefty capex
Maynard Paton
23rd January 2026
Bi-Weekly Market Commentary | 21/01/2026 | CKN, EYE, CTG | Natural Gas snaps back
Bruce takes a look at the causes of volatility in the natural gas price, and what this might signal for equity markets. Companies covered CKN,
Bruce Packard
21st January 2026
The Trader: Why is trading so hard?
Michael Taylor examines why the trading industry is so profitable for brokers, educators and promoters, yet consistently punishing for most participants. He explores the structural
Michael Taylor
16th January 2026
5 Strikes: All the glistens is not gold | GDP, SNWS
Richard puts the last 10 shares to pass his minimum quality filter through 5 Strikes and finds two exotic companies. One is making less money
Richard Beddard
14th January 2026
Monthly Fund Focus: Broad market gains, income opportunities, and silver’s surge
David Stevenson reviews an exceptional year in which most asset classes delivered strong returns, challenging assumptions about US market dominance. He also highlights a UK
David Stevenson
9th January 2026
Bi-Weekly Market Commentary | 07/01/2026 | NXT | A year for small cap optimism
Bruce looks back at how his and others 2025 investment ideas performed, and offers some more ideas for 2026. Only one stock covered, NXT, the
Bruce Packard
7th January 2026
A year of Strikes
Richard reveals the names of all 211 shares that pass his minimum quality screen, and the Strikes he gave them in 2025. Despite striking out,
Richard Beddard
31st December 2025