venture

Issue 59; There have definitely been fewer recommendations of late, and for good reason. I want to keep standards high, and that means being picky. When Venture was launched in September 2023, it was obvious that many UK and European stocks, especially small and mid-caps, were oversold. Some of the

Issue 58; The pandemic was a tough period, but the businesses that managed to survive came out of it in better shape. Technology has improved, and we all discovered how much could be achieved by working from home. If it had happened a few years earlier, I doubt the government

Issue 57; In my latest Atlas Pulse on gold, I discussed gold’s super bull market, something of a step above a mere bull market. I called it a super bull because gold normally follows the bond market, and this time, it is riding high while bonds have been under

“The boards of directors of Aegros Bidco Limited ("Bidco") and Alliance Pharma plc ("Alliance") are pleased to announce that they have reached agreement on the terms and conditions of a recommended acquisition by Bidco for the entire issued and to be issued ordinary share capital of

This is a follow-up note to yesterday's Venture issue. If you haven’t yet read it, you can access it here.

Issue 55; Japan offers four attractive things to investors: high-quality companies, low valuations, an undervalued currency, and momentum. Activists add a fifth ingredient and are pushing corporate Japan to a tipping point where shareholder value will receive more attention. Awareness of this trend has been growing in recent years, and