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Tag: esg
The Investability Podcast episode 15: Sceptical Investing
John and Michael are joined by special guest John Stepek, executive editor of Moneyweek
On this week’s Investability Podcast John and Michael are joined by special guest John Stepek, executive editor of Moneyweek and author of … Read more
ESG’s wake-up call
A controversial speech may be the catalyst for change that the sustainable investment industry has long needed
The performance of stock markets this year might lead you to think that the green agenda has been very … Read more
Should you follow the activists into Unilever?
The consumer goods giant faces a major turnaround, but may be being judged too harshly
Readers of Investability will know that we’ve never been the biggest fans of Unilever, and it seems several long-term investors are losing patience, too, including Nick Train of Lindsell Train and Terry Smith of Fundsmith.
Invest-ability bulletin 15/12/21: Fear and Loathing
Why it’s time to start paying attention to weirdos
As Hunter S Thompson once put it, “when the going gets weird, the weird turn pro.” If only the great journalist were alive today, because HST levels of weirdness are what’s required … Read more
Invest-ability bulletin 10/11/21: Sleaze Nation
Dirty business is everywhere, although perhaps not where you’d expect it
The good thing about not writing an email every day is that I find that I spend less time reading the news, and … Read more
Invest-ability bulletin 03/11/21: The trouble with transport
High jinks at COP26
Apologies for the late email today. I’ve been busy scribbling some thoughts on the once-mighty owner of London property Land Securities, which subscribers can read here. The short summary … Read more
Is Shell the ultimate value stock?
One activist investor thinks so, and his plan to unlock it makes sense
“Usual pile of baffling and conflicting financial nonsense that nobody understands. Anyway, the Debt is lower” was the verdict from top … Read more
Invest-ability daily 12/10/21: G is Good
Why investors should look beneath the ESG label
Anyone who has followed my scrawling for any length of time will know that I am somewhat sceptical of the current ESG craze in investing. Not … Read more