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Bearbull
June 01, 2023
High inflation matters a lot more than we think
Bearbull's own measure of inflation has it running a lot higher than the ONS
May 25, 2023
A rare book that sheds light on value investing
Seth Klarman's Margin of Safety has lessons for investors – but not what you may expect
May 18, 2023
Cost of capital: an important item in the investor toolbox
A new report shows companies are less proitable, but not in the way investors might realise
May 10, 2023
The UK companies most attractive to private equity investors
Bearbull: Here's how to find out which portfolio holdings have the best characteristics
April 27, 2023
Four questions every gold investor should answer
We churn the data to assess gold’s ability to reduce risk
April 20, 2023
Private equity: no longer private, no longer special
It is far too common and far too big to be anything other than ordinary
April 13, 2023
Is Pfizer worth owning after Covid?
There is more to Pfizer than its Covid-19 treatment
April 05, 2023
Why it's hard to find US value shares
Is the US equity market serially overvalued?
March 30, 2023
Never write off America's mundane superstar stocks
For decades 3M had appeared to be a company with a genius for serendipity
March 23, 2023
Is the US the answer in the search for income?
The search for equity income must go abroad – especially to the US
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