The Crux of Christie Group PLC (LSE:CTG)
Richard looks beyond how Christie Group PLC makes money, to how it is going to make more. He examines the challenges it faces and how
16th August 2023
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.
29 top scorers, and Christie bottled
Richard reveals the latest shares to pass his 5 Strikes scoring system, and attempts to bottle the essence of Christie, a big data business back
2nd August 2023
Bottling the essence of a business
An iron rule in long-term investing is to understand the business. Richard adapts business school teaching to work out how companies make money. One of
19th July 2023
Freaky Franchises
Richard finds 11 franchisors listed in London and pits them against each other in a championship to find the best one. In round one, a
5th July 2023
In search of high-quality sectors
Richard uses the results of his Five strikes scoring system to go in search of high-quality sectors. It is leading him to challenge long-held beliefs
21st June 2023
15 more top-scoring shares
As the number of new annual reports dwindles from a flood to a trickle, Richard examines another cut of shares that he scores highly. It
7th June 2023
Roll your own risk report
FDM is the top-scoring company in Richard’s watchlist. Still doggedly trying to find things wrong with the business, he examines what has made it so
24th May 2023
Twenty-five top-scoring companies
Richard reveals the top-scoring shares to have been through his “Five strikes and you’re out” scoring system. Top of the list is a company he
10th May 2023
Five strikes and you’re out
Richard employs some fuzzy logic to narrow the number of companies returned by his filter. A bit like we might do a set of press-ups
26th April 2023
The dark side of share-based pay
The way companies account for share-based pay tends to erase the cost from profit and free cash flow, which is how we measure their performance.
12th April 2023
Trading for buy and hold investors
The collapse of a handful of banks is provoking fears of contagion and a fair bit of trading. Though we think of traders and buy-and-hold
29th March 2023
Born in the UK
Although Arm will list in the USA, there should be nothing to stop us buying shares in Britain’s top tech company after it floats. This
15th March 2023