All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
In Part II of his trading timeframe series, Michael Taylor explains how to categorise trades as M2M or T2H before entry – and why that
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,
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
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
