Ideas Farm

December 19, 2022
Ideas Farm: Impatient investments
A look back at one of our biggest (and most successful) share ideas of 2022
December 15, 2022
Ideas Farm: Did 2022 vindicate passive investing?
Sometimes it paid to be a selective (or even random) stockpicker in 2022. And sometimes, it didn’t
December 08, 2022
Ideas Farm: Freeheld to ransom
It turns out the returns of one asset class are court-appointed
December 01, 2022
Ideas Farm: Should you bet against the business press?
Putting the Investors' Chronicle through a contrarian lens
November 24, 2022
Ideas Farm: What comes after Molten’s meltdown?
The listed VC outfit’s recent melt-up might have further to run
November 17, 2022
Ideas Farm: A closer look at shorts
Why should investors pay attention to which companies are heavily shorted?
November 11, 2022
Ideas Farm: Passive saturation?
Passive funds’ share of the market may be materially bigger than thought. What might this mean?
November 03, 2022
Ideas Farm: The growth delusion
New research casts doubt on a key assumption behind growth stock valuations. What does this mean for investors?
October 25, 2022
Ideas Farm: Bouncing back
Some technical indicators look positive for equities. Should investors pay attention?
October 20, 2022
Ideas Farm: Should investors welcome job cuts?
It feels like a question worth asking, if indeed a deep recession is coming

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