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Investing Strategy: Improving my DCF model
Taking Michael Mauboussin's advice on board
Apr 22
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Investing Strategy: Improving my DCF model
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March 2025
What Went Wrong? Leoni AG
Lifting the lid on a major automotive Tier 1 collapse
Mar 23
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What Went Wrong? Leoni AG
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February 2025
Investing Strategy: ISAs, LISAs and Pensions
A quick check-in on some of the savings vehicles available to UK investors
Feb 24
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Investing Strategy: ISAs, LISAs and Pensions
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Deep Dive: Eaton Corporation (NYSE:ETN)
Digging into one of my core holdings
Feb 23
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Deep Dive: Eaton Corporation (NYSE:ETN)
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Valuation: Intel (2024 FY)
2024 wasn't kind to Intel - is it a falling knife, or a value play?
Feb 9
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Valuation: Intel (2024 FY)
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January 2025
Deep Dive: RELX Group (LON:REL)
I like to think of myself as something of an academic, having worked in engineering research and having achieved a doctoral level qualification.
Jan 26
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Deep Dive: RELX Group (LON:REL)
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Renting v. Buying in the UK - which is more profitable?
Are you likely to make more money through owning your home, or renting and investing the difference?
Jan 5
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Renting v. Buying in the UK - which is more profitable?
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December 2024
Deep Dive: Bayerische Motoren Werke (BMW)
Continuing my analyses of automotive OEMs, today I am looking at BMW. Down 23% from a year ago, does it now represent good value?
Dec 23, 2024
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Deep Dive: Bayerische Motoren Werke (BMW)
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Deep Dive: Aston Martin Lagonda
Continuing my valuations of car companies, this time it's Aston Martin's turn
Dec 21, 2024
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Deep Dive: Aston Martin Lagonda
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October 2024
Premium Bonds
Are National Savings & Investments' Premium Bonds a good investment?
Oct 26, 2024
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Premium Bonds
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Deep Dive: Mercedes-Benz Group
Breaking down MBG. Are they now a value play?
Oct 19, 2024
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Deep Dive: Mercedes-Benz Group
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September 2024
Investing Strategy: Cyclicality
Some industries are cyclical. How can you use this cyclicality to your advantage?
Sep 23, 2024
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Investing Strategy: Cyclicality
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