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November 18, 2020

Is Nio a genuine Tesla challenger?

Nio’s explosive EV growth vs. lofty sector valuations and Tesla comparisons
Is Nio a genuine Tesla challenger?
November 17, 2020

Up in smoke

Slowly declining but still profitable: is tobacco worth owning anymore?
Up in smoke
November 11, 2020

A work from home future? Probably not

Landsec’s results show resilient office demand and a retail sector shifting toward homes.
A work from home future? Probably not
November 10, 2020

Stock bubbles and the Spectacle

Market bubbles, valuation limits, and how hype can distort investing decisions
Stock bubbles and the Spectacle
November 4, 2020

Primark takes a beating in lockdown

ABF weathers Primark hit as cash buffer supports long-term outlook
Primark takes a beating in lockdown
October 30, 2020

The tech gap is widening - is your portfolio ready?

Big Tech earnings: ad rebound, cloud growth and user growth worries
The tech gap is widening - is your portfolio ready?
October 29, 2020

Shell and the green future

Shell’s profits, dividend and the long, messy shift from oil to green energy now
Shell and the green future
October 27, 2020

Is it time to sell US tech?

Tech rally, mixed earnings and why selectivity now matters more than timing
Is it time to sell US tech?
October 27, 2020

Harry Potter's publisher cleans up

Bloomsbury profits surge on lockdown reading, but long-term demand is unclear.
Harry Potter's publisher cleans up
October 22, 2020

Cleaning sales up, stock prices down

Cleaning stocks beat forecasts, but share prices fell as expectations were already high.
Cleaning sales up, stock prices down
October 22, 2020

William Hill: Done and Done

William Hill, Betfred and why knowing your edge matters more than luck
William Hill: Done and Done
October 21, 2020

The green stock bubble

Green stocks are rising fast, but picking winners is harder than it looks.
The green stock bubble

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