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Bearbull
February 07, 2019
Competitive pressures
Competition regulators are caught between overmighty companies and angry voters. How should they respond?
February 07, 2019
Ignoring Apollo
Private equity’s bid for packaging group RPC is a test of shareholders’ mettle
January 30, 2019
The Oz trial
Worries that China’s growth is faltering are overdone – just use the ‘Oz’ test
January 16, 2019
Excellence endures
Here’s some proof that, even in uncertain times, the game of equity investment is always worth playing
January 09, 2019
A foolish notion
Healthcare group Smith & Nephew might yet be a neat example of putting greater-fool theory into action
December 21, 2018
Thank you, dividends
Except for dividends received trundling ever upwards, 2018 has been a forgettable year for the Bearbull income portfolio
December 13, 2018
The sweep of history
How does it feel to be at a historical juncture? Not much fun if you’re an investor
December 05, 2018
Applause? No, booze
Contemplating the future for pubs’ operators – it’s enough to drive an investor to drink
November 29, 2018
Menthol health issues
Shares in tobacco or booze for a Brexit-free income? Booze wins this particular round easily
November 22, 2018
Follow the boss
There is a stockpicking plan in following what company bosses say, even if most of it is hot air
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