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February 24, 2021
Treatt: Plenty of reasons to stay bullish
Treatt shares are expensive but they deserve to be.
February 23, 2021
Further Reading: The drawbacks of thematic ETFs
Clean energy names and other thematics are booming. What's the catch?
February 23, 2021
Beware the hazards of social media
Growing use of social media makes private investors look vulnerable
February 22, 2021
Lessons from history: Short-selling bans are ill-advised
Even in a crisis, short-selling bans can be damaging
February 22, 2021
Further Reading: Reinventing Intangibles
Assigning a value to an intangible asset is one of the great challenges of modern investing. One accounting professor thinks he has the answer
February 18, 2021
Lessons from history: Why 2008 housing crash won't repeat post-pandemic
The availability of credit and containment of supply are two reasons sales prices are unlikely to plumb to the same depths post-pandemic
February 18, 2021
Further reading: Robinhood’s effect on stock market quality
GameStop aside, uninformed traders in the US are damaging liquidity and inflating volatility
February 17, 2021
Rentokil's investment case is still intact
Rentokil is a good business with a good strategy for growth markets. This has served shareholders well in the past and looks likely to do so in the future.
February 11, 2021
Further Reading: Bitcoin's supporting tech could change the game
Widespread adoption of blockchain technology promises to expand opportunities for investors outside of public markets
February 11, 2021
Lessons from history: France’s wealth tax did more harm than good
Most European countries that had wealth taxes have scrapped them over the past couple of decades
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