value investing

In this episode of the Stocks Neat podcast, I am joined by whisky-naysayer (and Senior Analyst at Forager Funds) Chloe Stokes to discuss the bid for Twitter, social...

When a good story trumps rationality Despite our best efforts, human nature dictates that in life and in investing we often find ourselves making irrational...

While Forager may love an undiscovered winner, it also prizes larger, lower-risk businesses to help balance portfolios with liquidity and diversification. In this...

It is impossible to ignore the trend towards electrification in society, says Datt Capital's Emanuel Datt. So in this wire, he identifies three core commodities that...

In the latest episode of Stocks Neat, Forager’s Steve Johnson and Gareth Brown answer the age-old question: is whisky really a worthwhile investment? Joined later by...

That an article discussing the benefits of aligned interests should even need to be written deeply concerns and somewhat surprises me. Nevertheless, it's clear from...

The PE expansion surge that has been driving equities is over, says Epoch's John Tobin. In this wire, Livewire's Ally Selby outlines some of the key points from...

One month in to 2022 and when it comes to global equities, some of the best performers of 2021 have been some of the worst performers of the year so far. Quite simply,...

As we approach year-end, we’re revisiting the impact of corporate activity on our holdings and seeing vindication for our value investing stance. Value investing has...

Microcaps are a big universe and screening tools help you sort through it, but they're blunt tools on their own. Luke Winchester from Merewether Capital believes that...