Richard Beddard's blog

Productivity for private investors

It’s obvious really, but once you’ve nailed down the investing basics, productivity determines investing success.

Advantage Tristel

Chief executive Paul Swinney assuages concerns that history might repeat itself at Tristel.

Four steps to a better AGM

Annual General Meetings get a bad rap. Depicted as stuffy formalities they are, actually, your best opportunity to learn about a business.

Victrex: Let the headwinds blow

Headwinds are unlikely to blow apart the investment case for this highly profitable company.

Tristel: Would you buy now?

Deciding whether to sell shares is difficult. One way is to turn the question on its head and ask: Would you buy now?

Tristel AGM: Breakthrough products and untapped markets

A trip to Newmarket yesterday reveals breakthrough products, untapped markets, plenty of answers and even more questions about how much it’s all worth.

Finsbury Food: Going on a diet

The Share Sleuth portfolio halves its holding in hot baker, Finsbury Food.

EDP: Pain, but no gain yet

The tiny software house is working very hard to improve its products. For all the effort, it’s selling less.

Treatt: The intimacy advantage

The flavour supplier is getting intimate with multinational beverage companies. It’s paying off.

Dewhurst: More tortoise than hare

Elevator and keypad component manufacturer Dewhurst’s performance in 2015 was as an uninspiring as its record over the longer-term is inspiring.

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