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Bearbull
July 11, 2024
Bearbull Income Portfolio: It's time to make changes
Halfway through 2024, my frustrations with the income portfolio outweigh its few pluses
May 16, 2024
Manchester United, BHP-Anglo, and the platinum question
It’s no copper, but bearishness toward PGMs might be overdone – even with the South Africa factor
May 09, 2024
Replicating Berkshire Hathaway's famous investing engine
Bearbull builds a Warren Buffett-inspired 'float' portfolio
May 02, 2024
Bearbull Portfolio: Five (more) thoughts on BHP’s Anglo bid
Anglo investors – including Bearbull – must now think through what might come next
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Equals' odd takeover doesn't make sense
Six months into an attempted sale, the fast-growing fintech has yet to explain why a take-private benefits shareholders
April 18, 2024
Why Inchcape looks primed for a re-rating
With the disposal of its UK retail operations, Inchcape may have the brightest strategy in the sector showroom
April 11, 2024
Worried about UK small caps? Just look at Peel Hunt's earnings
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
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Bearbull Portfolio: A new buy just for the Isa window
I am treating my new position as a free hit on UK value
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Why the fate of stock markets causes such a divide
Suddenly, I’m feeling a little unmoored in my market assumptions
March 21, 2024
What investors can learn from dividend cuts
The idea that cuts might be a signal that the bottom has been reached is not clear-cut
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