Serious investment thinking that doesn’t take itself too seriously.
How an obscure US firm profited from triggering the Indian giant’s price plunge. A few weeks ago, Gautam Adani was indisputably India’s richest man. Now his fortune is slipping away as the stocks of his many companies crash, thanks to the efforts of a relatively obscure US company named after the...
BAE Systems is an obvious choice for dividend investors.That's because: (1) BAE Systems is the UK's largest defence manufacturer which should make it a relatively defensive...
Today is Venice’s birthday. According to legend, the city was founded exactly 1,598 years ago today. A small, independent trading state beyond the reach of any overbearing...
I might look very silly by the end of the month but there will not be a no deal Brexit. Neither side can afford this outcome. Sadly my crystal ball doesn’t run to how soft the...
In 2012, one of the first companies I invested in as a defensive value investor was Centrica, the company behind British Gas. It seemed like a good idea at the time. Centrica was...
(How Much Is) That Doggie in the Window? - Bob Merrill (January 1953) As the quote above reminds us, retail is all about enticing shoppers to part with their money to buy...
“There seem to be more banks in Germany than bicycles in Beijing…” In the headlines this morning... Unfortunately, a number of readers responded to yesterdays...
Tim Green speaks to Sandy Gumm, Chief Operating Officer of Prestbury Investments LLP Sandy Gumm is an Australian-qualified chartered accountant. She is chief operating officer of...
You could be forgiven for not having noticed, but last week the Chancellor delivered his Spring Statement. This is essentially just a response to the biannual fiscal updates...
Wednesday’s Spring Statement was always likely to be a sideshow compared to the Autumn Budget, even if Brexit hadn’t taken centre stage. But the Chancellor still...