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It’s no copper, but bearishness toward PGMs might be overdone – even with the South Africa factor
Bearbull builds a Warren Buffett-inspired 'float' portfolio
Anglo investors – including Bearbull – must now think through what might come next
Six months into an attempted sale, the fast-growing fintech has yet to explain why a take-private benefits shareholders
With the disposal of its UK retail operations, Inchcape may have the brightest strategy in the sector showroom
The mid-market investment bank is banging the drum over de-equitisation, but maybe we should use the company as a canary in the coal mine
I am treating my new position as a free hit on UK value
Suddenly, I’m feeling a little unmoored in my market assumptions
The idea that cuts might be a signal that the bottom has been reached is not clear-cut
The FTSE 250 member is growing its sales and estate and building a franchising arm. But is there such a thing as 'peak Greggs' and will we reach it soon?
