Investment

Highlight

Blog

17JUL 2018

What makes us want to buy into a business?

Of the hundreds of businesses we have analysed over the last 12 months, only a dozen or so have ended up making it into our portfolios. Here we explain how we decided one stock had made the grade

2018

MARCH

15MAR 2018

Blog

Value investing skills #4: Organisational edge

There are arguably four broad categories where it is possible for investors to enjoy some sort of advantage over their peers. Here we consider the organisational ‘edge’ and how value investors can benefit from one

FEBRUARY

15FEB 2018

Blog

Value investing skills #2: Analytical edge

There are arguably four broad categories where it is possible for investors to enjoy some sort of advantage over their peers. Here we consider the analytical ‘edge’ and how value investors can benefit from one

JANUARY

30JAN 2018

Blog

Value investing skills #1: Informational edge

There are arguably four broad categories where it is possible for investors to enjoy some sort of advantage over their peers. Here we consider the informational ‘edge’ and how value investors can benefit from one

18JAN 2018

Blog

blockchain-corporation.com*. Would you be interested to invest?

Dozens of businesses are now seeking to attract investors’ attention by flagging up a connection with blockchain in their name or focus – exactly as happened with the word ‘dotcom’ 20 or so years ago *Not a real company/website at time of publication

2017

DECEMBER

19DEC 2017

Blog

The unprofitable reality of tobacco stocks

Investors in tobacco companies are worryingly sanguine about paying huge amounts for businesses facing shrinking demand, diminished pricing power and a less profitable alternative in smoke-free smoking

NOVEMBER

28NOV 2017

Blog

Was Prince Harry's ring a bad choice or a good investment?

Following the announcement of the engagement between Prince Harry and Meghan Markle, we are reminded of how weddings and investment portfolios can both end up focusing on the wrong things

23NOV 2017

Blog

Why one issue with passive funds is their investors

Every time an investor buys a passive investment, such as an exchange-traded fund, they are – whether they realise it or not – making an important trade-off between cost and expertise