Stock in focus
10 March 2021
Spirax-Sarco’s roots date back to London in 1888, during the second industrial revolution, where it was an importer of steam traps (a valve that filters out condensate).
11 December 2020
Starbucks started life in Seattle in 1971, not as a coffeehouse serving brewed coffee, but as a retail store that sold premium coffee beans and roasting equipment to consumers and businesses.
18 September 2020
We have all heard of Visa, and have all probably used a Visa card at some point in our lives, but not many people actually know how the business works, its history and how it generates profit.
12 June 2020
Johnson Matthey (JM) is a global chemicals company and leader of sustainable technology. Its aim is to use science to research, develop and deliver technologies to help build a cleaner world, make a…
12 March 2020
Alphabet is the holding company created by Google in 2015 to provide investors more transparency into Google’s operations and give Google’s earlier stage companies, ‘Other Bets’, greater space to…
11 December 2019
Following numerous failed pivots into the consumer device segment (e.g. Nokia acquisition / Windows phone), Microsoft has now developed a clear growth strategy based upon cloud computing.
19 September 2019
In recent years, Nestlé has increasingly positioned itself as a ‘nutrition, health and wellness’ company. Its product segments are Beverages (24% of revenue), Nutrition & Health Science (18%), Milk…
19 June 2019
Novo specialises in protein-based medicines. By product segment, revenues split into Diabetes (81%), Obesity (3%), Haemophilia (9%), Growth Disorders (6%) and Other Biopharmaceuticals (1%).Diabetes…
15 March 2019
I think the BOGOF offer is coming to an end. To understand why, we need some historical context to Tesco’s troubles. From 2007 investors took on a growing perception that their Fresh & (not so) Easy…
11 December 2018
With an increasing importance being placed on healthcare globally, along with a growing and ageing population, few industries offer such large market opportunities. Few however, have such high…
25 September 2018
I have, broadly speaking, two options as to how I might act on this view to make profit; find a friend that is willing to take the other side of my bet, called an over the counter (OTC) wager or to…
20 June 2018
Tencent began life in 1998 as an instant messaging service and later, when they listed in 2004, began their expansion outside of social media platforms into online gaming. It was in 2008 when they…
27 February 2018
On 6th December 2017, Whitbread became one of those companies when US-based hedge fund, Sachem Head, took a 3.4% stake (albeit through derivatives) and demanded a break-up of the FTSE 100 giant.
5 December 2017
First, came a resurgence in the press relating to the sale of humidifier sterilizers that reportedly were linked to deadly lung injuries in South Korea. This occurred in 2011, but Reckitts has come…
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