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Ideas Farm
January 06, 2022
Ideas Farm: Value’s death knell?
Traditional value investors have laid much blame for 15 years of underperformance at the door of low interest rates and quantitative easing. 2022 could bring the moment of truth, and 'value' may be found wanting.
December 30, 2021
Ideas Farm: Use it and lose it
Companies that appear to display a use-it-or-lose-it attitude to cash at their year-end tend to underperform, and especially if they are flush with cash and tight with dividends
December 16, 2021
Ideas Farm: Tap your hidden skills
We may not appreciate the skills we have, or those of active fund managers
December 09, 2021
Ideas Farm: Anti-silly
The very hottest Aim stocks are down 55 per cent since the index peaked in September. What can we do to avoid being seduced by the great allure of hot stocks?
December 02, 2021
Ideas Farm: Higher intangibles = higher returns for investors
I’m banging the 'intangibles' drum once again. It’s in so much need of banging!
November 25, 2021
Ideas Farm: Lockdown’s broken promises
Everyone is prone to misunderstand growth trends and investors can turn that to their advantage
November 18, 2021
Ideas Farm: COP that!
The IFRS’s plan to create clarity from sustainability reporting confusion is something investors cannot afford to ignore
November 11, 2021
Ideas Farm: For flip's sake!
Some markets are not really markets. Watch out!
September 30, 2021
Ideas Farm: Don’t fake conviction
Academics have found high-conviction is a market of stock market winners, but fake it and you're likely to become a loser
September 23, 2021
Ideas Farm: ESGet out of here!
The ESG industry is getting stick from some noteworthy people, but sustainability remains a theme private investors should look to profit from.
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