Our insights


Spring Issue Thirty Eight

In this issue
Understanding Finance

A core method we, as equity analysts, use to calculate and estimate the present value of the companies we invest into on behalf of clients is the discounted cash flow model (DCF).

Equity prospects


The name Vodafone, deriving from voice data fone, aptly covers much of what the business provides.


At first glance Associated British Foods (ABF) presents a slightly confusing investment case; a business of two parts.


B&M are a leading UK value retailer who focus primarily on physical retail sites versus online retail.


CrowdStrike is a cloud-native cyber-security company with a platform specialising in endpoint security.