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Bearbull
November 06, 2019
Should I, shouldn’t I?
What needs to be done to get the Bearbull Income Portfolio motoring again
October 31, 2019
The outside edge
Maybe – just maybe – it’s better that a company hires its new boss from the outside
October 24, 2019
Tomorrow versus today
Two companies serving up profit warnings on the same day make for an interesting contrast
October 17, 2019
The segregation myth
Outstanding companies are not penalised if their shares are grouped in a lowly rated sector
October 09, 2019
One plus one equals?
Splitting one company into two does not necessarily create value, as Ferguson’s shareholders may soon discover
October 02, 2019
Practice makes perfect
Acquisition-driven companies eventually destroy value, says investment theory. The theory might just be wrong
September 26, 2019
On the cheap
It’s hard to escape the conclusion that another UK business is being sold on the cheap by its directors
September 04, 2019
Betting on the binge
There is more to the feeding frenzy on London-listed companies than just sterling’s weakness
August 22, 2019
The limits of the gut
Is gut instinct a good way to make decisions? Sometimes, but rarely in financial markets
August 15, 2019
Against the flow
When profits and cash flow move in opposite directions it is generally time to worry
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