Explosive growth as easy as ABC
As any Arsenal fan will tell you, attack is the best form of defence. So is it possible to find a share that has such momentum that not even the current market gyrations can stop it rising?
Could Abcam (ABC) be that stock? Before I explain what it does. Here’s how I discovered it.
I’m interested in […]
More than Behavioural Investing
Behavioural Investing is a rare book. One that lives up to all the promise, and can even distract a man from his Swedish meatballs.
It was over three months ago that James Montier’s new (well it was then) book arrived at Interactive HQ and I received it with high expectations. Amazingly, it’s met them.
I started reading […]
French Connection - not quite a bargain
French Connection’s price has fallen from 500p to 100p yet this iconic company is still no bargain. Are we FCUKing crazy?
It’s very easy to be carried away by optimistic sounding earnings forecasts. Projections of 123% earnings growth per year for three years originally attracted me to French Connection.
Reality is less enticing. French Connection’s price has […]
All to play for at Meldex
It’s too early to congratulate shareholders in Meldex. The company says it’s received an approach. We don’t know who made it, and we don’t know how much it might be for. But at least it means one thing. Somebody thinks Meldex has something worth paying for.
That’s interesting. For a long time, it seemed as if […]
ABF: Anatomy of a hatchet job
I’m a bit nervous about a forthcoming iBall episode (for broadcast next week). In it I compared a perfectly good company to an uninspiring rock cemented together by sludge from the bottom of a river and based my analysis on a ratio I’ve never been comfortable with. Time for an explanation.
There’s much to like about […]
