Serious investment thinking that doesn’t take itself too seriously.
Originally published January 2021. A few months ago I came up with a simple way to categorise companies and their shares based on their most important attributes. For me, those...
Following the crash of 2008/2009 the S&P 500 went on a record-breaking run, gaining around 400% over 11 years before peaking in early 2020. It then suffered a record-breaking...
This article was originally published in autumn 2019. I’m sure you will know that well-known fund manager Neil Woodford has recently fallen very much out of favour with...
The world has been turned upside down by this pandemic, along with the prospects of many companies. Perhaps some of your own holdings have soared to unexpected highs, or...
Summary Xaar is a relatively young and small leading-edge technology business which I bought in mid-2018It’s a good example of how excessive R&D in highly cyclical businesses...
Since the market crash of 2008/2009, The FTSE 100 and S&P 500 have produced very different results. Some of this is down to fundamental factors such as differences in...