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Deeper Dives

Deep Dive: Greencoat UK Wind (LON:UKW)
or: how to benefit from energy prices without investing in energy stocks, and how to learn from my mistakes
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Deep Dive: Taylor Wimpey
Refreshing my valuation on major UK housebuilder, Taylor Wimpey
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Deep Dive: Deere & Company (FY2025)
Lifting the hood on one of the most notable companies in Agriculture at what may be the bottom of the cycle, on the eve of its 2026 1st Quarter earnings…
Valuation: Stellantis (NYSE:STLA) 25H1
What has gone wrong with Stellantis, and are we now looking at a recovery or terminal decline?
What Went Wrong? Leoni AG
Lifting the lid on a major automotive Tier 1 collapse
Deep Dive: Eaton Corporation (NYSE:ETN)
Digging into one of my core holdings
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.
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?
Deep Dive: Aston Martin Lagonda
Continuing my valuations of car companies, this time it's Aston Martin's turn
Deep Dive: Mercedes-Benz Group
Breaking down MBG. Are they now a value play?
Deep Dive: Cu later?
Breaking down copper producers by asset and future demand
Deeper Dive: Anglo American Value
What does the failed BHP takeover tell us about the intrinsic value of Anglo American?
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