Microsoft: The fading grip of an old giant?
Apr 13, 2024Pay close attention to the trends of technical users, are they moving away from Microsoft?
Has Walt Disney turned a corner?
Apr 6, 2024Welcome to the Stock in Focus. Each week we will highlight a stock that's caught our eye, providing insights to guide your investment decisions.
A lesson from the fallout of misaligned acquisitions
Mar 23, 2024Welcome to this week's Stock in Focus newsletter. Each week we will highlight a stock that's caught our eye, providing insights to guide your investment decisions.
Dismiss Mike Ashley's business strategy at your peril
Mar 16, 2024In a week of gloom for high street retailers, there's one company which seems to be bucking the trend.
Sage: A ray of British sunshine
Mar 9, 2024Accounting software company Sage has been a bit of a burden for shareholders in recent years. But more recently, it appears to have turned a corner and as the subscription strategy kicks into gear, shareholders have been rewarded.
St James's Place: Ripping people off is not a good business model
Mar 2, 2024Woeful financial results from the financial advisor sparked a 33% share price collapse. But is there further to go?
Rio Tinto: A mispriced mining giant?
Feb 23, 2024Rio Tinto is strategically expanding its copper production amid market shifts. Despite hurdles, the company maintains financial strength, generating substantial amounts of free cash flow even in challenging years. Investors should always weigh risks like regulations and project complexities in the mining sector.
How Novo Nordisk revolutionised weight loss (and profited massively)
Feb 17, 2024ESG investing has fallen out of vogue a little in the wake of the liquidity crunch following the pandemic, but there are still investors who steer clear of companies whose revenue generating ability is morally ambiguous. For me, these companies lie in the pharmaceutical sector.
The world's most profitable restaurant group
Feb 10, 2024Welcome to this week's Stock in Focus newsletter. Each week we will highlight a stock that's caught our eye, providing insights to guide your investment decisions.
How long will Diageo's troubles persist?
Feb 3, 2024The conclusion of ‘Dry January’ will no doubt have come as a relief to many of its participants. Can Diageo now recover as well?