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Ideas Farm: Slater's take

Thoughts on beaten-up equities from perhaps the best UK-focused fund manager out there

Ideas Farm: Aston Martin’s second lap

Is the car maker’s rights issue a great opportunity? Or a chance to throw good money after bad?

Ideas Farm: Beaten to the punch on Aveva

Schneider Electric makes its play

Ideas Farm: Born, not Made.com

Are there broader lessons from last year's IPO flops?

Ideas Farm: Dividend discipline

Not all dividends are created equal (and some extra supporting evidence for this week’s idea on Admiral)

Ideas Farm: Sharpe relief

As the risk-free rate shifts, the uses – and limits – of the Sharpe ratio come into relief

Ideas Farm: Expansion plans

Should investors include CEO fecundity in their due diligence?

Ideas Farm: Market gaslighting

It’s a tough call, but it looks like investors have underestimated Centrica

Ideas Farm: Target down

Is wide analyst disagreement a reliably bearish signal for equities?

Ideas Farm: Half-year review

This year, going short has been the only reliable strategy in our ideas section