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
A sell-off in one Aim darling is a reminder that investing can at times be painful
Apologies for the lack of contact this week. I have been flat on my back for much … 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
Why there could be value in the unloved home retail sector
It is often said that large-ticket purchases are discretionary. I don’t know if you have ever tried living in a house without a … Read more