Assessing whether profit is real
On the face of it Ricardo is a great company, but in recent years its earnings have deviated a long way from the cold hard
10th January 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.
A SharePad for every occasion
Richard takes a break from company analysis and reveals a new layout for news, and reflects on some of the other tweeks he has used this
21st December 2018
Two good companies, but which is better?
Richard takes a first look at Softcat, and he likes what he sees, even in comparison to rival Computacenter, another fine business. Both companies make
17th December 2018
Searching SharePad for something special
Richard Beddard investigates DotDigital in SharePad. The data indicates it has been very prosperous since it floated on the London Stock Exchange in 2011. A
27th November 2018
What really makes a great business?
To identify great businesses we must go beyond the numbers and understand what causes them. In this article I revisit 4Imprint, an investment I should
14th November 2018
Evaluating a hot tip
Psst, company XYZ is going great guns, it’s shooting for the moon, get in before it is too late!!! In today’s article, Richard uses SharePad
2nd November 2018
When dull businesses come good
Stroll into a WH Smith and you might wonder why a shop that sells Sellotape, colouring books and slime (really!) exists today, but the company
16th October 2018
Filtering new issues
New issues have a reputation for delivering poor investment returns. In this article we filter SharePad for companies that may be more seasoned than they
28th September 2018
The old ones are the good ones
Exciting news: Aston Martin is readying itself to float on the stock market. Investors should think twice though, before buying the shares. Typically, it is
11th September 2018
Building a base filter
To demonstrate how to filter in SharePad, we’ll build a base filter that filters out the shares we are least likely to be interested in.
30th August 2018
The perils of filtering stocks
This is the second article in the series “From ideas to investments” in which I look at the process of finding and evaluating investment ideas.
20th August 2018
How the stock market actually works
Today’s article is the first in a new series called ‘From ideas to investments’ which takes an in-depth look at how to generate investment ideas
27th July 2018