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Moguls

A speculative education [Members]

The road to degeneracy is paved with lucky lessons…

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If you’re going to risk money on a start-up, aim for maximum reward!

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Rightmove. Wrong price [Members]

The best businesses can be too good to stay that way. Blessed with superb economics and seemingly-impregnable market positions, anyone would want to own their quality but for two recurring problems: Valuation – Unless the company or its sector is new (think Google-owner Alphabet on listing in 2004) or there is some kind of crisis (as [...]

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Better than buy-to-let [Members]

Who’d want the hassle of being a landlord if you can get the same return from share?

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Back to Ack [Members]

Ackman seems to be in it for the long-term. Should we be too?

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FIRE in the hole [Members]

The traditional way of gearing up to invest by running a mortgage is riskier than you think…

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If half the stocks on the LSE are going to be bid for at a premium, then I know which half I want to own!

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Correcting market failure [Members]

How do you solve a problem like the London Stock Exchange?

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Choose your fighter [Members]

If meme stock traders are a thing again, can intelligent active investors learn anything from their antics?

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Augmented reality [Members]

Why back one speculative fintech when you can run the table on the sector at a potentially bargain price?

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Quality street [Members]

Some quality shares are being valued less dearly by the market. Why, and is it time to buy?

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A capital idea [Members]

Here’s a trust on a discount due mostly to an administrative cock-up. Potential profit from poor paperwork!

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When everything has been marked down in the sales, bargain hunters are in clover…

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When growth goes wrong [Members]

All growth stocks eventually die a death by re-rating. Did yours just do so?

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Dumb leverage can blow you up. Smart leverage reduces risks.

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An investment that has gone up when everything else has gone down is hard to say no to.

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