Motorpoint: A car dealer that stands out from the crowd
Financial statistics from SharePad and non-financial data from the company itself all indicate Motorpoint is no ordinary car dealer. If you’ve bought a vehicle from
19th July 2018
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.
When bad companies become good: IG Design
IG Design, formerly International Greetings, is one of my biggest investment mistakes—even though I made a few quid on it. Since I sold my shares
2nd July 2018
Electrocomponents: Becoming First Choice
You don’t have to look far to discover Electrocomponents’ ambition. “BECOMING FIRST CHOICE” is the title of its annual report this year. But that strapline
20th June 2018
Face-off: Tenpin versus Hollywood Bowl
Tenpin bowling chains are like London buses. You wait around for years and then two of them list almost at the same time. Phil Oakley
5th June 2018
First steps to an inheritance tax-exempt portfolio
Investing in AIM-listed shares can help you reduce inheritance tax but you have to be picky. Not all shares qualify, and they must be good
21st May 2018
A new issue that is already a winner
Looking through the prisms of profitability, debt, cash flow, strategy and valuation, Strix may be an exception to the rule that new issues make bad
8th May 2018
AGMs – If in doubt, ask
Most companies will answer questions from shareholders and potential shareholders. At Annual General Meetings shareholders have a right to ask questions and get answers. A
23rd April 2018
Putting performance in perspective
To get a grip on where a company is going you have to understand where it has come from. Fortunately, that doesn’t mean reading every
9th April 2018
Working out what could go wrong with a share
Investors pin their hopes on what could go right. The great product. The winning strategy. The growing market. The new technology. These may be good
26th March 2018
Decrypting a company’s business model and strategy
While it’s comforting to know a business has enjoyed success, long-term investors must also form an opinion on its prospects if we’re to hold the
13th March 2018
How to read an annual report
Rule number one in long-term investing is to understand how the businesses you expect to profit from will make money – otherwise, how can you
27th February 2018
The Terry Smith algorithm
In this article I’ve attempted to find Fundsmith-like companies using SharePad. The results are mixed but there’s a lot to be learned from the experiment.
14th February 2018