Ideas Farm

November 24, 2022
Ideas Farm: What comes after Molten’s meltdown?
The listed VC outfit’s recent melt-up might have further to run
November 17, 2022
Ideas Farm: A closer look at shorts
Why should investors pay attention to which companies are heavily shorted?
November 11, 2022
Ideas Farm: Passive saturation?
Passive funds’ share of the market may be materially bigger than thought. What might this mean?
November 03, 2022
Ideas Farm: The growth delusion
New research casts doubt on a key assumption behind growth stock valuations. What does this mean for investors?
October 25, 2022
Ideas Farm: Bouncing back
Some technical indicators look positive for equities. Should investors pay attention?
October 20, 2022
Ideas Farm: Should investors welcome job cuts?
It feels like a question worth asking, if indeed a deep recession is coming
October 06, 2022
Ideas Farm: Chaos theory
Some portents of asset price pain beyond the immediate domestic meltdown
September 29, 2022
Ideas Farm: Utility value
What does a new market regime mean for the post-GFC 'bond proxies'?
September 22, 2022
Ideas Farm: Moat check
Which company has the strongest economic moat in the FTSE 100? The answer may surprise you
September 15, 2022
Ideas Farm: Slater's take
Thoughts on beaten-up equities from perhaps the best UK-focused fund manager out there

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