Ideas Farm

October 06, 2022
Ideas Farm: Chaos theory
Some portents of asset price pain beyond the immediate domestic meltdown
September 29, 2022
Ideas Farm: Utility value
What does a new market regime mean for the post-GFC 'bond proxies'?
September 22, 2022
Ideas Farm: Moat check
Which company has the strongest economic moat in the FTSE 100? The answer may surprise you
September 15, 2022
Ideas Farm: Slater's take
Thoughts on beaten-up equities from perhaps the best UK-focused fund manager out there
September 08, 2022
Ideas Farm: Aston Martin’s second lap
Is the car maker’s rights issue a great opportunity? Or a chance to throw good money after bad?
August 25, 2022
Ideas Farm: Beaten to the punch on Aveva
Schneider Electric makes its play
August 23, 2022
Ideas Farm: Born, not Made.com
Are there broader lessons from last year's IPO flops?
August 18, 2022
Ideas Farm: Dividend discipline
Not all dividends are created equal (and some extra supporting evidence for this week’s idea on Admiral)
August 10, 2022
Ideas Farm: Sharpe relief
As the risk-free rate shifts, the uses – and limits – of the Sharpe ratio come into relief
August 04, 2022
Ideas Farm: Expansion plans
Should investors include CEO fecundity in their due diligence?

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