AB Dynamics has been hit by the automotive squeeze, but could be well set up for the EV transition
John and Michael talk about trading drug discovery shares, why Next is the canary in the retail coal mine, … Read more
Consumer and business confidence is crumbling across Europe
EU consumer confidence has tumbled due to the war in Ukraine, while clearly inflation is the big kitchen table worry. PMIs this morning point to surging input cost … Read more
Phil introduces the thinking behind his new cheap shares portfolio
On this week’s Quality Shares Podcast Phil Oakley and John Hughman discuss Phil’s new Jumble Sale portfolio and how targeting cheap shares could be … Read more
Next is a very good business. But does it have the necessary characteristics to be labelled a quality investment?
Few investors would argue that Next has created a great online retail business. This was again … Read more