The changing shape of QinetiQ
I have picked QinetiQ from my “Cash King” filter because it was one of the more reasonably priced companies that passed all the criteria. It’s
15th May 2020
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.
In search of the cash kings
While the stock market and the pandemic may have stabilised, I’m still thinking about financially strong firms. We never know when the next shock will
29th April 2020
Filtering for financial fortresses
The conclusion of my last article on finding companies with strong finances contained two caveats. Companies with seasonal cash flows can look like they have
15th April 2020
Putting safety first
Funny thing (peculiar, not ha! ha!). Search SharePad news for the phrase “strong balance sheet” and there are dozens of companies every day confirming their
2nd April 2020
Getting more out of return on capital
How we measure return on capital depends on what we want to know: whether a company is good at making profit from its operations, or
18th March 2020
Going for repeat business
Fundsmith Equity probably needs no introduction. Since its launch in November 2010 the fund has racked up class-leading annualised returns of more than 18%, compared
4th March 2020
Taking back control
Richard investigates Dialight, a supplier of industrial LED lighting that flared up ten years ago briefly setting the stock market alight, and subsequently dimmed alarmingly.
19th February 2020
When bad news is good news
Richard investigates Vitec, which has reported some bad news in 2019. It could be an opportunity to buy shares in a high quality business at
5th February 2020
Death in paradise
The demise of Thomas Cook impacted the whole package tour industry including London listed Online Travel Agent, On The Beach. Whether you trust the accounting
22nd January 2020
Out with the old, in with the new
Richard enters 2020 with a cleaned-up SharePad setup primed to help him find companies developing competitive advantages. He expects it to make him a better
8th January 2020
Alpha FX speaks my language
In response to a reader’s suggestion, Richard investigates Alpha FX. It is exactly the kind of people-first business that could be building a long-term competitive
24th December 2019
The ultimate competitive advantage
Business schools identify the sources of competitive advantage that tie customers to companies and what they produce. Fundamentally though, there is only one true competitive
11th December 2019