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February 18, 2021
Lessons from history: Why 2008 housing crash won't repeat post-pandemic
The availability of credit and containment of supply are two reasons sales prices are unlikely to plumb to the same depths post-pandemic
February 18, 2021
Further reading: Robinhood’s effect on stock market quality
GameStop aside, uninformed traders in the US are damaging liquidity and inflating volatility
February 17, 2021
Rentokil's investment case is still intact
Rentokil is a good business with a good strategy for growth markets. This has served shareholders well in the past and looks likely to do so in the future.
February 11, 2021
Further Reading: Bitcoin's supporting tech could change the game
Widespread adoption of blockchain technology promises to expand opportunities for investors outside of public markets
February 11, 2021
Lessons from history: France’s wealth tax did more harm than good
Most European countries that had wealth taxes have scrapped them over the past couple of decades
February 04, 2021
Lessons from History: Reputational damage an increasingly material issue for investors
Companies can no longer look to simply litigate their way out of trouble in the ESG era – there are wider issues at stake
February 03, 2021
Judges Scientific: A fine example of buy and build
Judges Scientific has bought good companies at great prices and kept them growing. This is an excellent business with a price tag to match but one that may still reward patient long-term investors.
January 28, 2021
Lessons From History: What comes after the smartphone?
The 2010s were the decade of the smartphone. Which tech will dominate the 2020s?
January 26, 2021
Are we in one of history's great bubbles?
Famed value investor Jeremy Grantham says we have entered a fully fledged epic bubble
January 21, 2021
Lessons from History: On Abba and shareholder capitalism
After coronavirus, will the winners still take it all?
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