Sitemap - 2022 - Behind the Balance Sheet

Looking Ahead To 2023

5 Market Shaping Themes For 2023

23 Stocks for '23

What I Learned at the MoneyWeek Conference

Naughty CEOs and Neglected Cash Flows

A telecoms stock which could double

The first investing skill you need

Sohn London Ideas Conference 2022

What I learned from a £2000 investing course

The Unmaking of

Cash Flow 102

Cash Flow 102

7 Ways To Judge A CEO

7 Ways To Judge A CEO

Casinos, Stallions and Cash Flow

Growth Investing for Sceptics

Growth Investing for Sceptics

The Bear Market Paradox

The Bear Market Paradox

Cash Flow 101

Ferrari's 2030 Electric Shock

Stock Picking in Sin City

A king, a bear and a £4 billion blow up

Easy Stock Ideas

Cineworld’s £4.4bn horror movie

Investing On The Edge Of Doom

Stock Ideas & Football Finances

The Original Tiger King

Adventures In ESG Land

Learning From The Top 1%

Taking One For The Team

The Easiest 4 Bagger Ever?

China Tech and an IPO Nightmare

Aston Martin's £142 million hangover

What Netflix's Q2 Results Really Show

Are Quality Stocks Cheap Yet?

Doomed to crash?

China Tech’s Dual Personality

A “Hidden Value” Idea With 149% Potential Upside

Tech Black Holes & Quality Investing

The Future of Quality Investing

Twitter's $2.9bn black hole

Decoding the Quality Factor

Big Tech's Invisible Threat

What Did You Miss In May?

A tale of two retailers

News, Views and Stocks

A trick when looking at the accounts

Are Investors Kicking Their Own Ass?

Is Chipotle good for your portfolio?

Month In Review

A Multi Decade Inflection Point

Investing's Most Neglected Clue

Why Macro Is Finally Worth Talking About

The Real Headwind for Airline Stocks

Why you should invest like a golf pro

What does it Cost to be an Effective Investor?

Jedi Research Tricks

Naughty Netflix

Introducing my new investing Substack