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A 45 per cent discount is non-sensical when its assets include cash, gilts and high-yield property
Analysts are forecasting a profit recovery at the online wine retailer where a back-to-basics plan is already in place
The company holds attractive assets that could be turned to cash readily, a factor not reflected in the deep discount to NAV
It could see a cash windfall from the Mercedes emissions class action and is cleverly recycling cash to de-risk earnings
The Bearbull income portfolio failed to beat its benchmark for the second year in a row – but is poised to bounce back
John Rosier says it is far too soon to feel pessimistic despite the turbulent start to the year
Our investment trust expert picks out funds to add global small caps to his portfolio
John Rosier remains happy to be fully invested going into 2024
John Baron issues a call to arms to resolve the cost disclosure issue that is bedeviling the sector
Private equity’s attack dogs are prowling around Bearbull holdings