News and Analysis

1. Introduction Greggs, the UK's leading bakery chain, has long been a staple on British streets, renowned for its affordable and convenient food on the go. However, the economic...

The biggest challenge in value investing is not finding cheap companies, it is finding value where others don’t see it. With a 9% growth in 2024, it’s worth analyzing the data...

“Buying the dip”, and investing in stocks after a sharp drop can be a successful strategy for long-term investors. But making the right decision is difficult when markets are...

In recent days, we've taken a peek into the portfolios of the world's most successful investors. Each quarter, institutions managing more than $100 million "show their hand"...

We continue our analysis of Trump 2.0. Typically, a single policy dominates each year following a new administration's election (e.g., tax reform in 2017, the trade war in 2018,...

Once a symbol of luxury skincare, Estée Lauder ($EL) is now facing challenges, with a decrease in sales mostly because of its Asia sales performance, with growing competition from...

Nomad Foods ($NOMD) is Europe’s leading frozen food company. Its ERP backdrop could be a yummy opportunity to get exposure to some household names in a robust and growing...

Card Factory ($CARD.L) is a popular brand known in the UK for high-quality gifts at affordable prices. Despite its challenges, the company has potential for growth. Key...

In recent years, it’s become harder for investors to diversify their portfolios out of the US. That’s for a number of reasons. Firstly, the sheer performance of US markets has...

Amid a flood of headlines from the new US administration, investors are sifting through key policy moves to understand what will truly impact markets. So, what have we learned so...