The road to degeneracy is paved with lucky lessons…
Moguls
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 [...]
Who’d want the hassle of being a landlord if you can get the same return from share?
The traditional way of gearing up to invest by running a mortgage is riskier than you think…
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!
If meme stock traders are a thing again, can intelligent active investors learn anything from their antics?
Why back one speculative fintech when you can run the table on the sector at a potentially bargain price?
Some quality shares are being valued less dearly by the market. Why, and is it time to buy?
Here’s a trust on a discount due mostly to an administrative cock-up. Potential profit from poor paperwork!
An investment that has gone up when everything else has gone down is hard to say no to.