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Maybe – just maybe – it’s better that a company hires its new boss from the outside
Two companies serving up profit warnings on the same day make for an interesting contrast
Outstanding companies are not penalised if their shares are grouped in a lowly rated sector
Splitting one company into two does not necessarily create value, as Ferguson’s shareholders may soon discover
Acquisition-driven companies eventually destroy value, says investment theory. The theory might just be wrong
It’s hard to escape the conclusion that another UK business is being sold on the cheap by its directors
There is more to the feeding frenzy on London-listed companies than just sterling’s weakness
Is gut instinct a good way to make decisions? Sometimes, but rarely in financial markets
When profits and cash flow move in opposite directions it is generally time to worry
Trade wars tell us that globalisation is changing, and not necessarily to the UK’s advantage