Mean reversion of market valuations will be one of the primary headwinds or tailwinds affecting your portfolio over the long-term. In this … [Read more...]
FTSE 100 CAPE valuation and long-term forecast
In this article I calculate the cyclically adjusted PE ratio (CAPE) for the FTSE 100, compare the current value to its historic average and … [Read more...]
Why I sold Aggreko in January
This article explains why I sold Aggreko PLC as part an ongoing process of "spring cleaning" the UK Value Investor model … [Read more...]
Ted Baker’s collapse is a lesson in the dangers of too much growth
Ted Baker was by far my most disappointing investment in 2019. As outlined in my recent annual performance review, Ted Baker's share … [Read more...]
Why Admiral is my favourite dividend growth stock
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...]
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