Bearbull

May 09, 2024
Replicating Berkshire Hathaway's famous investing engine
Bearbull builds a Warren Buffett-inspired 'float' portfolio
May 02, 2024
Bearbull Portfolio: Five (more) thoughts on BHP’s Anglo bid
Anglo investors – including Bearbull – must now think through what might come next
April 24, 2024
Equals' odd takeover doesn't make sense
Six months into an attempted sale, the fast-growing fintech has yet to explain why a take-private benefits shareholders
April 18, 2024
Why Inchcape looks primed for a re-rating
With the disposal of its UK retail operations, Inchcape may have the brightest strategy in the sector showroom
April 11, 2024
Worried about UK small caps? Just look at Peel Hunt's earnings
The mid-market investment bank is banging the drum over de-equitisation, but maybe we should use the company as a canary in the coal mine
April 04, 2024
Bearbull Portfolio: A new buy just for the Isa window
I am treating my new position as a free hit on UK value
March 27, 2024
Why the fate of stock markets causes such a divide
Suddenly, I’m feeling a little unmoored in my market assumptions
March 21, 2024
What investors can learn from dividend cuts
The idea that cuts might be a signal that the bottom has been reached is not clear-cut
March 14, 2024
How long can Greggs be a growth stock?
The FTSE 250 member is growing its sales and estate and building a franchising arm. But is there such a thing as 'peak Greggs' and will we reach it soon?
March 07, 2024
Bearbull Portfolio: Why I'm sticking with this UK wind fund
Wind power’s many moving parts can make for a frustrating investing experience, but I’m learning to live with my allocation to turbines

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