The Future of Retail portfolio
Rule number one in investing is to buy what you know, but how does that work when what you know is changing day by day?
26th June 2019
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.
Checking the numbers match the story
One thing we should always check is that a company’s long-term performance matches the story it tells us. Churchill China says it is “adding value”
11th June 2019
Hidden treasure on your doorstep
Finding local businesses listed on the stock market is easy with the help of SharePad and Google Maps. Richard maps the market to find out
30th May 2019
Portmeirion: When confidence crumbles
SharePad is not just about discovering new shares, it can help us see shares we are familiar with in a new light. Richard uses it
14th May 2019
Bodycote: A stalwart in cyclical clothing
Richard investigates a company that not only walks the walk, it talks the talk. I am not going to lie, even if it means shattering
2nd May 2019
RM: Will profit endure?
Richard considers whether the supplier of educational resources and software services can sustain profitability and reignite growth. There’s a good chance, he thinks, which makes
16th April 2019
RM: Is profit real?
Richard investigates RM, one of the stock market’s great survivors, starting with just one question. It takes him on a twisty trail… Before we get
3rd April 2019
Moneysupermaaaaaaahhhhhhket
The veteran price comparison company is changing, and maybe for the better. Richard investigates one of the companies that easily met the criteria of his
19th March 2019
Fishing like Fundsmith
Richard builds a Fundsmith filter, taking it from concept to conclusion. The aim: To reduce the “junk” in our watchlists so we are fishing in
5th March 2019
Performance measurement for pros
Investors tend to judge their portfolios by how much they go up or down in value, typically compared to a benchmark index like the FTSE
20th February 2019
Putting performance into perspective
Richard reads Fundsmith Equity Fund’s annual letter to fundholders and suggests a modest improvement that could change your perception of financial history. He also responds
5th February 2019
Starting with the big picture
Richard starts his analysis of fast growing online beach holiday retailer On The Beach with new SharePad views designed to give him the big picture
23rd January 2019