The pension timebomb at the heart of our investments
Prompted by a SharePad user, Richard scares himself silly when he examines how sensitive the pension fund of one of his shareholdings is to changes
14th September 2022
Richard Beddard
Richard is a highly-respected investment writer well-known for his Share Sleuth portfolio, a model portfolio he runs for the investment platform Interactive investor. Richard eats his own cooking – buying good businesses at reasonable prices and holding them for the long-term in his Self Invested Personal Pension.
I’m a long-time ShareScope and SharePad fan and my aim is to help you find better companies faster using the fantastic tools at your disposal. My focus is on finding businesses we can reasonably expect to prosper for many years. As well as analysing data, I work out the strategies companies are following and try to verify that they are working in the real world by quizzing executives, visiting companies, trying their products and observing how they operate.
Risky business
Richard writes an obituary for RM, his investment, rather than RM the business. It surprised him when it updated its risk report mid-term last week,
31st August 2022
XP Power Ltd: Stick, twist, or fold (LSE:XPP)
A fellow investor is in a dilemma about one of her holdings: “Not sure what to do with the shares…” she writes. XP Power Ltd
17th August 2022
Finding quality flotations
Finding good investment ideas among companies that have floated on the stockmarket recently can be like looking for a needle in a haystack. Richard thinks
3rd August 2022
Sanderson Design: What now?
The fabric and wallpaper business is cheap and has a profitable past. Richard considers whether recovery will lead to sustainable growth… I am looking into
20th July 2022
Dr. Martens: fad or timeless staple?
The world’s biggest bootmaker Dr Martens may be the strongest single brand company available to UK investors, but before he becomes invested for the second
6th July 2022
The promise and the peril: Learning Technologies
Richard takes a first look at Learning Technologies, a company aggressively buying businesses that make employee training and development content and software. Learning Technologies’ is
22nd June 2022
When the facts change…
Events at Luceco and Oxford Metrics may tell us more about the companies’ strategies, and whether they might make good long-term investments. Richard investigates. It
8th June 2022
JDG V SDI: The Battle of Buy and Build
Shortly after Judges Scientific makes its biggest-ever acquisition, Richard sets out to discover whether the pasture is greener over at SDI, a smaller listed business
25th May 2022
New companies for the watchlist
Richard surveys the latest annual reports for promising long-term investments. Big Technologies, Digitalbox, Somero, and Xaar catch his eye, but only one of them holds
11th May 2022
Portmeirion Group PLC: Portmeirion goes back to the future (LSE:PMP)
Richard re-examines one of his worst trades and considers whether changes at Portmeirion, the manufacturer of tableware and other home accessories, are enough to make
27th April 2022
Morgan Advanced Materials | Follow the fd (LSE : MGAM)
Prompted by the notion that executives sometimes vote with their feet, Richard takes a first look at Morgan Advanced Materials. It recently poached Victrex’s chief
13th April 2022