Ideas FarmIdeas Farm: Profiting from unorthodox valueAs value investors struggle to find a solution for an endemic problem with accounting standards, US firm Sparkline Capital has used machine learning to put a value on intangible assets with noteworthy results 6 July 2021Save
Ideas FarmIdeas Farm: Never start at the beginningWhen reading company accounts, investors must focus on what they need to see ahead of what management wants them to see. 1 July 2021Save
Ideas FarmIdeas Farm: 2 fallacies, Coca-Cola and RonaldoOur brains are ridiculously good at seeing connections that aren’t there while overlooking ones that are, which the story of footballer Ronaldo and Coca-Cola so beautifully illustrates. 24 June 2021Save
Ideas FarmIdeas Farm: Is the value rotation over?For all the yammering about 'value' stocks, UK value has underperformed over the past three months. Is the best from this trend behind us?17 June 2021Save
Ideas FarmIdeas Farm: Ruffer's reward for failureRuffer need not apologise for its dud bitcoin trade. But that's because of how it dealt with the mistake rather than because of the $1.1bn profit it bagged as a result of it10 June 2021Save
Ideas FarmIdeas Farm: Titans don’t stay atop forever It may seem like nothing can topple the current giants of the stock market. But history tells us otherwise3 June 2021Save
Ideas FarmIdeas Farm: Is intrinsic value a fool’s errand?What's the point in trying to estimate intrinsic value?27 May 2021Save
Ideas FarmIdeas Farm: Crystal ball gazingResearch from quant firm Verdad Capital suggests a straightforward way to help gauge the direction of the world’s leading economy. 20 May 2021Save
Ideas FarmIdeas Farm: Dog MoneyI'm late to the party writing about dogecoin madness, but not as late as the potentially revolutionary applications for block chain that the insane price hi-jinx may prove a harbinger of13 May 2021Save
Ideas FarmIdeas Farm: Happy first birthday!The Ideas Farm has existed for a year, and a lot has changed in that time6 May 2021Save