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Bearbull
June 05, 2025
Are private equity returns misleading or superhuman?
If they want to win over DIY investors, they should probably drop their favourite performance metric
May 29, 2025
Bearbull Income Portfolio: Income or growth, or both?
My dividend portfolio is delivering the dividends, but ultimately it’s capital growth that’s needed
May 22, 2025
Is there hidden value in cash-rich UK stocks?
Will a Japanese activist investor’s approach work for unloved cash-rich UK stocks?
May 15, 2025
Would immigration curbs hit the UK’s grocers?
Tesco and Sainsbury’s are plays on the UK economy. Changing immigration policy could matter to their investment cases
May 08, 2025
Are bonds more volatile than stocks?
One of the world’s most successful wealth managers makes a bold claim
April 24, 2025
Bearbull Income Portfolio: dividends offer reassurance
Trump’s unpredictability rattles markets, but our columnist’s strategy is protected from the worst of it
April 02, 2025
How to find signs of stress in payment cycles
How much a company owes to suppliers, and how long for, can be smart management, or poor planning
March 27, 2025
Buy now, sell later: the blue-chip trick that hurts suppliers
When does operational efficiency start to hurt suppliers?
March 13, 2025
Bearbull: On the hunt for bellwether stocks
A choppy start to the year finds Bearbull searching for signals to help decide what to do next
February 27, 2025
What next for the FTSE 250’s brightest star?
I ask Trustpilot’s CEO to address my two hang-ups with the stock
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