Serious investment thinking that doesn’t take itself too seriously.
Most investors found 2018 to be a bumpy ride and I was no exception. The market price of my portfolio declined by more than 10% during the year, which was mildly annoying. But...
Rightmove is an incredible business. In the 11 years since it listed on the stock exchange its: Revenues have gone up by more than 370%, going from £57 million to £268...
BAE Systems is an obvious choice for dividend investors.That's because: (1) BAE Systems is the UK's largest defence manufacturer which should make it a relatively defensive...
In 2012, one of the first companies I invested in as a defensive value investor was Centrica, the company behind British Gas. It seemed like a good idea at the time. Centrica was...