How profitable is Genus PLC?
Animal breeder Genus Plc is at the forefront of animal genetics and highly valued by investors, yet standard measures of Return on Capital Employed (ROCE),
12th October 2021
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.
Four live pivots: Next, Goodwin, Bloomsbury Publishing and Victrex
Richard goes hunting in his own portfolio for companies incubating better businesses. They may be undervalued as a result. As promised, this week I am
29th September 2021
Betting on change
In the first of two articles, Richard celebrates perhaps the sweetest investment of them all: The humdrum business that incubates a better one. Though my
15th September 2021
History of Games Workshop shares | When turnarounds become transformations
Inspired by Maynard’s article on Hornby’s turnaround, Richard examines the history of Games Workshop to imagine what challenges lie ahead if Hornby is to emulate
3rd September 2021
3 questions about Oxford Instruments plc | Deep dive into financials
Richard goes deep into Oxford Instruments’ annual reports and SharePad for answers to three questions to establish whether it is a good “pick and shovel
20th August 2021
Financials, filters and FOMO | Using SharePad to find opportunities
Filters are one of the most powerful tools in SharePad, but Richard has been experimenting with another way to discover investment ideas and increase his
4th August 2021
Castings PLC: Why I’m reconsidering a failed trade
Richard was a long-term shareholder in Castings PLC, but he sold his entire holding in 2020. What did he see in the company? Why did
21st July 2021
Investing in Sopheon PLC: A good niche is hard to find
Investors often find resilient businesses occupying specialist niches. Richard takes a first look at Sopheon, which makes software that helps big businesses manage the many products they are developing, and the strategic projects they are working on.
9th July 2021
Investing in Team17 shares: A team worth joining?
Richard is thinking about joining computer games developer and publisher Team17 as a shareholder. It would be a bold decision, but he would rather invest
29th June 2021
What’s next in fashion retail
Richard examines Next’s bold strategy as it seeks to win the Internet by becoming an enabler of fashion brands. Surprisingly the strategies of the racier names in fashion retail look staid in comparison.
8th June 2021
When is a bargain not a bargain?
Richard’s pursuit of Quarto, a publisher of illustrated books, takes him on a trail that leads to Hong Kong and Delaware. What he finds is anything but a straightforward turnaround.
25th May 2021
Getting to know Moneysupermarket
Moneysupermarket wants to get to know us, so it can sell us more products. Innovation and diversification are the pillars of a strategy responding to a maturing market.
12th May 2021