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Ideas Farm

November 03, 2022
Ideas Farm: The growth delusion
New research casts doubt on a key assumption behind growth stock valuations. What does this mean for investors?
October 25, 2022
Ideas Farm: Bouncing back
Some technical indicators look positive for equities. Should investors pay attention?
October 20, 2022
Ideas Farm: Should investors welcome job cuts?
It feels like a question worth asking, if indeed a deep recession is coming
October 06, 2022
Ideas Farm: Chaos theory
Some portents of asset price pain beyond the immediate domestic meltdown
September 29, 2022
Ideas Farm: Utility value
What does a new market regime mean for the post-GFC 'bond proxies'?
September 22, 2022
Ideas Farm: Moat check
Which company has the strongest economic moat in the FTSE 100? The answer may surprise you
September 15, 2022
Ideas Farm: Slater's take
Thoughts on beaten-up equities from perhaps the best UK-focused fund manager out there
September 08, 2022
Ideas Farm: Aston Martin鈥檚 second lap
Is the car maker鈥檚 rights issue a great opportunity? Or a chance to throw good money after bad?
August 25, 2022
Ideas Farm: Beaten to the punch on Aveva
Schneider Electric makes its play
August 23, 2022
Ideas Farm: Born, not Made.com
Are there broader lessons from last year's IPO flops?

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