Summary: Dunelm is a high quality, highly profitable business with durable competitive advantages. It's the UK's leading homewares … [Read more...]
Investment case studies
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...]
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...]
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...]
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...]
Mitie disappointment or Mitie dividend potential?
Mitie Group is the UK’s largest facilities management (FM) company and it joined my personal portfolio and the UK Value Investor model … [Read more...]
- 1
- 2
- 3
- …
- 6
- Next Page »