All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
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
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
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
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
Michael Taylor explores the hidden problem with demo trading – not the lack of skill, but the absence of emotion. He explains why finding the
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
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
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,
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
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
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
