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Ideas Farm
August 18, 2022
Ideas Farm: Dividend discipline
Not all dividends are created equal (and some extra supporting evidence for this week’s idea on Admiral)
August 10, 2022
Ideas Farm: Sharpe relief
As the risk-free rate shifts, the uses – and limits – of the Sharpe ratio come into relief
August 04, 2022
Ideas Farm: Expansion plans
Should investors include CEO fecundity in their due diligence?
July 21, 2022
Ideas Farm: Market gaslighting
It’s a tough call, but it looks like investors have underestimated Centrica
July 14, 2022
Ideas Farm: Target down
Is wide analyst disagreement a reliably bearish signal for equities?
July 08, 2022
Ideas Farm: Half-year review
This year, going short has been the only reliable strategy in our ideas section
June 30, 2022
Ideas Farm: Good grief
Should you 'swallow' financial pain, or try to process it?
June 23, 2022
Ideas Farm: Where's the bottom?
Hunting for parallels to (and possible ideas in) a battered and bruised stock market
June 16, 2022
Ideas Farm: A defence of green investing
Quant signals are pointing toward old-economy stocks. But these stocks' cheapness tells us something else
June 09, 2022
Ideas Farm: Free cash faith
Can 2029 forecasts help uncover value in 2022?
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