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Tag: bt
Portfolio commentary: Rough and jumble
A disappointing performance from our Jumble Sale portfolio highlights the dangers of focusing on cheapness
There was one other Investability portfolio which I omitted to mention last week, the Jumble Sale portfolio, so here’s a quick update. It’s not really a portfolio anyway, in the same sense that the Atlantic and UK Quality Shares portfolios are – we set it up as an experiment to see if the there was any merit in the tactic of buying deeply unloved shares, without the same quality rigour that we apply elsewhere.
The Quality Shares Podcast episode 11: A Tale of Two Markets
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
The Quality Shares Podcast episode 8: Good Value Hunting
BT, J Sainsbury, Land Securities, Games Workshop, Amazon, Alphabet, and Lok’n Store are under discussion this week
Phil and John go looking for unloved shares on this week’s Quality Shares podcast from Invest-ability, and … Read more
Free to read: BT is heading in the right direction
Openreach is starting to come good but BT can do more to make shareholders better off. The shares look very cheap.
BT shares have been decidedly lacklustre after a brief period of takeover speculation in the … Read more