At this time of year, many investors like to talk about which stock they think will perform best over the coming 12 months. As a general … [Read more...]
2019 Value investing portfolio review
Welcome to the annual UK Value Investor portfolio review, in which I either a) bask in the glory of my investing genius or b) role out a … [Read more...]
Is it too late to invest in UK housebuilders?
As a group, UK housebuilders have produced astonishingly good financial results over the last decade. This has given their shareholders … [Read more...]
Marks & Spencer: The destroyer of shareholder value
I like Marks & Spencer. No really, I do. I used to buy most of my clothes from M&S back in the late 1980s and early 1990s, when … [Read more...]
My worst investment ever
Okay, so this isn't actually my worst investment ever (I managed to invest in Yellow Pages provider Yell before it went bust in 2013), but … [Read more...]
The Restaurant Group: Weak profitability, long leases and high debts
The Restaurant Group (which I’ll shorten to TRG) joined the model portfolio in early 2016, shortly after the company published some very … [Read more...]
How to measure your portfolio’s returns (unit valuation system vs internal rate of return)
A few weeks ago a reader asked me about the unit valuation system as he was thinking of using it to measure the performance of his … [Read more...]
Woodford’s closure, FTSE 100 valuations and The Property Chronicle
Unfortunately for his investors, Neil Woodford's flagship fund is to be closed in the new year. (Update: The entire Woodford empire is … [Read more...]
The hidden debt of lease obligations
Unless you’re an accountant or an experienced and well-read investor, chances are you either haven’t heard of capitalising lease obligations … [Read more...]
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