One of the best things you can do to really understand a business is to spend some time studying how and from where a company generates its revenues.
This article is part of Invest-ability’s … Read more
Markets have polarised between the very expensive and the very cheap
Phil and John dig into stock market history to assess the state of the markets on this week’s Quality Shares Podcast, and ask … Read more
Stocks are on sale this week as new Covid fears bite- but are the bargains as good as they seem?
Today is Black Friday, the rather unsavoury retail event that has sadly made its … Read more
Headline indices are still making new records, but there’s trouble hidden under the surface
Covid is back, in Europe at any rate. The dreaded Delta variant has been ripping its way through the Continent, … Read more
It’s all about valuations
A subscriber asks:
|I have been reading your analysis of companies.|
You refer to inflation as a potential problem for growth companies.
What measure of inflation do you have