With 2020 finally over (good riddance) now is the traditional time for an annual performance review, and who am I to argue with … [Read more...]
How to build a concentrated portfolio of quality shares
Over the last ten years or so my investment approach has moved steadily towards higher quality companies, yet hopefully still purchased at … [Read more...]
How to categorise stocks as quality, defensive and/or value
A few months ago I came up with a simple way to categorise companies and their shares based on their most important attributes. For me, … [Read more...]
Sold: Dunelm’s share price is too high for my liking
Summary Dunelm is a high quality, highly profitable business with durable competitive advantages. It's the UK's leading homewares … [Read more...]
These are my best and worst performing stocks through the pandemic (so far)
The world has been turned upside down by this pandemic, along with the prospects of many companies. Perhaps some of your own holdings … [Read more...]
Selling Xaar: Why heavy R&D and high cyclicality are not a good mix
Summary Xaar is a relatively young and small leading-edge technology business which I bought in mid-2018It's a good example of how … [Read more...]
Jupiter AM: A good business but is it a good investment?
In this 4,000-word investment review I look at Jupiter Fund Management PLC, a self-described high conviction active asset … [Read more...]
Mid-year FTSE and S&P CAPE ratio review
After a roller coaster first half of 2020, now seems like a good time to review the CAPE ratio for the FTSE 100, FTSE 250 and, for … [Read more...]
Why Ted Baker has been a disaster and a gift in equal measure
Any investment which loses more than 95% of its value can only be described as a disaster. However, the lessons learned from this disaster … [Read more...]
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