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Ideas of the Week
September 16, 2021
Harworth's shares are mispriced
Recent M&A, rising valuations and a smart strategy all suggest the land group is too cheap.
September 14, 2021
11 High Quality Large Caps
My High Quality Large Cap screen has delivered a better-than sixfold return over the past 10 years while traversing the Covid market meltdown better than the wider market
September 09, 2021
Rathbone growth on the cheap
In the fleshy world of investment management Rathbone Brothers stands out as a niche player with enough scale to deliver long-term returns, which should be aided by a recent £150m acquisition.
September 09, 2021
Profit from the rise of the influencer with In The Style
Online fashion company In The Style is pioneering a more collaborative approach to working with social media stars
September 02, 2021
London Stock Exchange’s mid-life crisis
The LSE’s Refinitiv purchase is a sign of a venerable institution suffering an identity crisis
September 02, 2021
Ricardo: the reformed petrolhead
‘Green’ transport offers automotive consultancy Ricardo as many opportunities as those it is losing
August 27, 2021
Hunting value, finding lots
My annual hunt for value plays using Joseph Piotroski’s F-Score has been particularly fruitful this year
August 26, 2021
Serco offers exposure to the growing role of governments
The company's price to forward earnings ratio is at a four-year low despite delivering impressive revenue growth with an improving profit margin.
August 26, 2021
Buy Vietnam's rapid development on the cheap
An unusually wide discount represents a great opportunity to buy Vietnam Enterprise Investments
August 26, 2021
5 high-quality Aim shares
The recent market action has been a boon for low-quality value shares, which has left high-quality plays struggling to keep up
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