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Bearbull
April 02, 2025
How to find signs of stress in payment cycles
How much a company owes to suppliers, and how long for, can be smart management, or poor planning
March 27, 2025
Buy now, sell later: the blue-chip trick that hurts suppliers
When does operational efficiency start to hurt suppliers?
March 13, 2025
Bearbull: On the hunt for bellwether stocks
A choppy start to the year finds Bearbull searching for signals to help decide what to do next
February 27, 2025
What next for the FTSE 250’s brightest star?
I ask Trustpilot’s CEO to address my two hang-ups with the stock
February 20, 2025
Is this investment trust an end-of-war play?
Are JPMorgan Emerging Europe, Middle East and Africa shareholders living in fantasy land? Or have they correctly anticipated ugly realpolitik?
February 13, 2025
Does Disney deserve a spot in your portfolio?
“Invest in what you know,” said Peter Lynch. Does Moana count?
February 06, 2025
A new tin mine gives heart to an ailing industry
Aim has had a rare scrap of good news. Can it be sustained?
January 30, 2025
Has Aviva failed to detect a car crash up ahead?
Self-driving cars will disrupt the motor claims industry. Not that you’d know from Aviva’s bid to massively grow its share of the market.
January 22, 2025
Bearbull Income Portfolio: Finding yield by going back to basics
Our dividend-focused portfolio lagged its benchmark but beat its long-term average in 2024. Onward.
January 08, 2025
Bitcoin and Donald Trump: what comes next?
A year on, it’s still here. Is the pre-eminent crypto asset any more worthy of investor attention?
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