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...]
How to find quality companies producing consistent and sustainable growth
This article outlines how I look for quality companies capable of producing consistent and sustainable growth over long periods of … [Read more...]
How to measure dividend growth and the factors that support it
This article looks at how I measure dividend growth along with other factors that support sustainable dividend growth. The first … [Read more...]
The importance of consistently covered dividends
This article goes back to basics and outlines why a consistent record of dividend payments is the first thing I look for in a company, and … [Read more...]
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