Phil Oakley

Phil has over 25 years experience of investing. He started out as an investment analyst for asset managers and City stockbrokers before becoming a writer. He has worked for MoneyWeek and Investors’ Chronicle and was the CFA UK Financial Journalist of the year in 2020. He worked for ShareScope between 2014 and 2018 and helped to develop many of the investment tools in SharePad. He has written a number of educational investment articles for ShareScope and is also the author of the book How to Pick Quality Shares. 

I am passionate about investor education and try and make what might seem complicated subjects easier to understand. Investing is not just about picking winners but also avoiding losers and learning from your mistakes. My aim is to make investing as simple as possible by focusing on what matters and avoiding what doesn’t.

Chapter 8: Is this a good business?

Updated: August 2024 In this chapter, we look at ways to measure how good a company is at generating profits from the resources at its disposal. We will be looking at what the company is getting back in profits as a percentage of the money it has invested. This is the real measure of how

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Chapter 9: Share valuations 

Updated: August 2024 In the previous chapter, we looked at how to find out if a company was any good or not. In a nutshell, good companies get back a lot of profit or cash flow as a percentage of the money they invest – they earn high financial returns. How to tell when shares

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Chapter 10: Value investing

Updated: August 2024 In the next three chapters we are going to be looking at three different styles of investing, starting with Value investing. The previous chapters have hopefully shown you how useful SharePad can be when you are sifting through the finances of a company. Information that might have taken you hours or even

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Chapter 11: Dividend investing

Updated: August 2024 If you are watching or listening to the news at the end of the day you will usually be told what happened to the stock market that day. More precisely, you will be told whether it went up or down in price. Yet investing in shares is not just about changes in

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Chapter 12: Growth investing

Updated: August 2024 The last couple of chapters have focused on two particular styles of investing – value investing and dividend investing. Both these approaches to owning shares are largely based on the current state of a company – its profits and its dividends. In this chapter, we are going to turn our attention to

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Chapter 13: Investing in bonds

Updated: August 2024 Despite its name, ShareScope is not just all about shares. It can help you with other investments as well. In this chapter, I’m going to show you how you can use the information available to invest in bonds.. What are bonds Bonds are IOUs. Just like shares you can buy bonds on

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Chapter 14: Putting it all together

Updated: August 2024 In this final chapter, I use the data and tools in ShareScope to show you how I analyse shares. Even if you are not a subscriber, you should find this article extremely useful as a guide to making informed investment decisions. One of the main selling pitches of the fund management industry

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