Pets at Home: value trap or trapped value?
Pets at Home: The Evolution of Pet Ownership and Retail A few years ago, a lunch conversation in Valencia sparked a debate about the changing dynamics of pet ownership. The discussion revolved around the increasing willingness of pet owners to go to great lengths to care for their furry companions, even at significant financial cost. […]
A blue-sky growth story worth watching
Nvidia, a market darling, once again surpassed its analyst consensus earnings in its recent report. While analysts expected $28.7bn in revenue for the third quarter, Nvidia reported sales just above $30bn. Despite this positive news, the stock initially dropped before rallying and closing lower for the day. This discrepancy highlights the challenge of trading when […]
Why Europeans can't afford AI
The recent decision by Meta not to release its advanced artificial intelligence model, Llama, in the EU due to regulatory concerns has raised questions about the profitability of tech companies in the European market. Compared to the US, many European countries have high GDP per capita figures, with Norway and Denmark leading the pack. However, […]
The taxes investors need to start worrying about
The upcoming Budget on 30th October is causing quite a stir, with Labour sending out a wave of warnings about the state of the nation’s finances. It’s unclear whether the new government is preparing the public for unexpected tax increases or laying the groundwork for significant changes. Prime Minister Keir Starmer’s recent speech hinted at […]
Does it really pay to ‘buy what you know’?
Investment guru Peter Lynch is well-known for his ‘buy what you know’ philosophy, which emphasizes investing in companies within industries that you have expertise or experience in. This approach has proven successful for Lynch, particularly during his time managing the Fidelity Magellan fund. One of Lynch’s most successful investments was in companies like Phillip Morris […]
When to tell your kids about their Jisas
Teaching Financial Literacy Through Junior ISAs As a parent, the decision of how much to contribute to your child’s Junior Individual Savings Account (Jisa) can be a complex one. The Bearbull household is currently grappling with this very dilemma, as their children grow older and the need for financial planning becomes more pressing. For many […]
Don’t panic about the Hargreaves Lansdown takeover
Investors utilizing Hargreaves Lansdown may be curious about the implications of the recent takeover bid on their investment portfolio and experience with the platform. If approved by shareholders, the acquisition by a group of private equity investors, including CVC Capital Partners, will bring significant investment to revamp the platform’s competitiveness. The investors believe that as […]
Why do we keep ignoring the ‘subsidy trap’?
Last week, Kamala Harris unveiled her economic agenda for her upcoming presidency, focusing on assisting low-income families who have been disproportionately impacted by recent spikes in inflation. One key aspect of her plan is to combat price gouging on essential groceries and provide a $25,000 subsidy for first-time homebuyers. While these initiatives may offer immediate […]
Why DIY investors should care about AGMs
Private shareholders often feel frustrated at annual general meetings (AGMs) of publicly listed companies because they know that their votes won’t have much impact. Institutional shareholders, with their dominant stakes, ultimately determine the outcome of the meetings. Despite this, is it still worth participating in the voting process and attending AGMs? Institutions typically vote in […]
The pressure is easing for UK plc
The concept of finding a cheap entry point in the market is a strategic way to invest in good companies. This approach has been evident in the recent global sell-off, where investors quickly took advantage of price dips to buy shares in tech giants. Despite concerns raised by hedge fund Elliott Management about Nvidia being […]