BearbullBearbull Portfolio: Why the BoE – not Labour – is the cure for PHPPrimary Health Properties likes the new government, but it's going to take more than Wes Streeting to unwind the damage caused by higher ratesSave25 July 2024
BearbullShould investors really be giving Trustpilot five stars?The company's mission is ambitious and clever but there are issues at the heart of its success that should worry investorsSave18 July 2024
BearbullBearbull Portfolio: It's time to make changesHalfway through 2024, my frustrations with the income portfolio outweigh its few plusesSave11 July 2024
BearbullManchester United, BHP-Anglo, and the platinum questionIt’s no copper, but bearishness toward PGMs might be overdone – even with the South Africa factorSave16 May 2024
BearbullReplicating Berkshire Hathaway's famous investing engineBearbull builds a Warren Buffett-inspired 'float' portfolio Save9 May 2024
BearbullBearbull Portfolio: Five (more) thoughts on BHP’s Anglo bidAnglo investors – including Bearbull – must now think through what might come nextSave2 May 2024
BearbullEquals' odd takeover doesn't make senseSix months into an attempted sale, the fast-growing fintech has yet to explain why a take-private benefits shareholdersSave24 April 2024
BearbullWhy Inchcape looks primed for a re-ratingWith the disposal of its UK retail operations, Inchcape may have the brightest strategy in the sector showroomSave18 April 2024
BearbullWorried about UK small caps? Just look at Peel Hunt's earningsThe mid-market investment bank is banging the drum over de-equitisation, but maybe we should use the company as a canary in the coal mineSave11 April 2024
BearbullBearbull Portfolio: A new buy just for the Isa windowI am treating my new position as a free hit on UK valueSave4 April 2024