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Valuation

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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Quick Dip: Anglo Teck
In contrast to my regular deep dives, I want to take a quick glance at the Anglo Teck merger and decide if Anglo American still looks like good value…
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Deep Dive: Taylor Wimpey
Refreshing my valuation on major UK housebuilder, Taylor Wimpey
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Sage Group PLC (LSE:SGE) FY2025
Sage group is currently at share prices that have not been seen since 2023 and are down more than a third from their all-time high. Is now a good time…
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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…
Reviewing my Portfolio - Earnings and Free Cash Flow Estimates
Remember, Past Performance Does Not Guarantee Future Results!
Valuation: Diageo (LON:DGE) FY2025
reviewing my valuation - falling knife or value opportunity?
Valuation: Stellantis (NYSE:STLA) 25H1
What has gone wrong with Stellantis, and are we now looking at a recovery or terminal decline?
Deep Dive: Eaton Corporation (NYSE:ETN)
Digging into one of my core holdings
Valuation: Intel (2024 FY)
2024 wasn't kind to Intel - is it a falling knife, or a value play?
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?
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