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Britain’s Broken Compounder
Nurofen won’t fix this headache. But I think somebody will.
Mar 24
•
Stephen Clapham
14
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Britain’s Broken Compounder
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Passive Aggression
Indexing isn’t the only thing killing Asset Manager stocks. But is there hope?
Mar 17
•
Stephen Clapham
3
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Passive Aggression
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Spotify’s Godfather
A Music Industry Review and some Stock Tips
Mar 10
•
Stephen Clapham
7
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Spotify’s Godfather
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Fundsmitten
Terry Smith and I both like the same stock. But the 2020s could be more challenging for his fund.
Mar 3
•
Stephen Clapham
61
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Fundsmitten
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February 2024
How Buybacks Go Wrong
And a blue chip buyback that’s going wrong right now
Feb 25
•
Stephen Clapham
17
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How Buybacks Go Wrong
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What do MAG7 earnings and a Snickers bar have in common?
Welcome to Financial Shrinkflation
Feb 18
5
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What do MAG7 earnings and a Snickers bar have in common?
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What do MAG7 earnings and a Snickers bar have in common?
Welcome to Financial Shrinkflation
Feb 18
•
Stephen Clapham
8
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What do MAG7 earnings and a Snickers bar have in common?
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An Emerging but Obscure AI Play in London
And the hidden threat it could pose to hundreds of stocks
Feb 11
•
Stephen Clapham
48
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An Emerging but Obscure AI Play in London
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The Definitive Guide to the Berkshire Hathaway AGM
All you need to know for the value investors' Woodstock
Feb 4
•
Stephen Clapham
1
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The Definitive Guide to the Berkshire Hathaway AGM
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January 2024
How To Stretch Your Earnings
Or more importantly, how to catch companies doing it
Jan 28
•
Stephen Clapham
32
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How To Stretch Your Earnings
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More Outlooks
Final Part of the 2024 Series
Jan 24
•
Stephen Clapham
2
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More Outlooks
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Why This Cycle Could Be Different
My Favourite 2024 Outlooks + A Free Way To Improve Your Investing Toolkit
Jan 21
•
Stephen Clapham
44
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Why This Cycle Could Be Different
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