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The Analyst
March 03, 2021
Berkshire Hathaway shares vs. an S&P 500 tracker
Berkshire Hathaway shares look undervalued but is an S&P 500 tracker fund a better bet?
February 24, 2021
Treatt: Plenty of reasons to stay bullish
Treatt shares are expensive but they deserve to be.
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 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 21, 2021
Genus continues to outperform
Genus' scarcity value means its shares are expensive, but long-term investors could still do well from owning them
January 13, 2021
When following the cash can lead you astray
Free cash flow is widely used by investors – however, it is easy to make mistakes with it. While profits are sometimes treated with suspicion they can be better numbers to weigh up companies
January 07, 2021
Can Nichols bounce back?
Nichols has a great asset in Vimto, but Covid-19 has derailed its growth strategy for its out-of-home business. Can it get back on track when normal times return?
December 16, 2020
Tech companies still look good
People are right to compare tech IPO valuations with the late 1990s, but established tech companies still have lots to offer investors
December 10, 2020
Having sold off the family silver will eBay itself be sold next?
The ecommerce site is a business that faces a lot of challenges but it still has many attractions according to Phil Oakley. The shares are arguably too cheap
November 26, 2020
How to understand sale and leaseback transactions
Sale and leasebacks have become commonplace in 2020. They can be good and bad for investors. Here's what you need to consider
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