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Shepherd Neame (SHEP) – a contrarian buy in the pub sector

Post Date: October 28, 2026

Jonathan Neame, CEO and incoming Executive Chairman of Shepherd Neame, recently presented to the SIGnet Epsom group. He gave an upbeat speech and answered questions in detail. I left feeling optimistic. In fact, I bought shares following the meeting at £4.60. Today, (8th October 2026), the share price is still £4.60. The bid is £4.54 and the ask is £4.74. Why the share price has dropped The share price has fallen a long way from its 10-year high of £13 in 2017. Covid was ...

FCA reports on open finance and AI

Post Date: October 20, 2026

Watch out! Your money is about to get a massive shake-up. The financial watchdog has announced a bold new plan called “open finance”. It builds on open banking to give you full visibility and control of your financial assets (if you want it). Here is what it means for investors: Smarter apps: fintech apps could see your whole financial life in one place, but only if you agree to connect them up. Better guidance/advice: the best apps could check your spending and ...

The Investment Company Showcase

Post Date: October 14, 2026

The Investment Company Showcase is organised by the AIC (The Association of Investment Companies), which is the professional body for managers of investment trusts. With the exception of a few REITs (Real Estate Investment Trusts), which are a special case, most reputable investment trusts are members of the AIC. I think they try quite hard to connect with investors, and since Covid the Showcase has been their main event to engage with investors. This year's showcase (held on 9th October 2026) ...

IPOs – trends and historical performance

Post Date: September 30, 2026

Greenblatt’s magic formula: Why simplicity and discipline beat expensive advice

Post Date: September 23, 2026

Key lessons from Joel Greenblatt's investment philosophy. A thought-provoking post recently circulated on social media, revisiting Joel Greenblatt's famous 2017 Talks at Google lecture. In it, the Gotham Capital founder and Columbia Business School professor laid bare a paradox that cuts to the very heart of the modern investment industry: the formula to beating the market can fit on a paper napkin and costs nothing to learn, yet billions of pounds continue to flow into high-fee funds that consistently underperform. Greenblatt, whose original ...