Periodicals There are numerous regular publications which are of interest to investors. Most are available in both paper and electronic form. We catalogue a number of them here. Many of these periodicals include investment ideas (and some contain "buy" and "sell" recommendations). Such ideas should always be taken with a pinch of salt and you [...]
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Valuing Unprofitable Companies This page is based on articles written by Roger Lawson and first published in the ShareSoc Informer newsletter in June 2011. I have covered the subject of “What Makes a Good Company” in a previous article. There were two aspects of this that were beyond the scope of that article which was [...]
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…to use it is available here: https://www.sharesoc.org/investor-academy/internet-resources/data-sites-tools/ Many readers will be aware of the Mello events that attract many private investors to company presentations and for networking. Mello London is…
…See https://www.sharesoc.org/investor-academy/advanced-topics/nominee-accounts/ for further details about nominee accounts. Voting Deadlines If you are not intending to attend in person, the deadline for receiving proxy votes is 28th February (so they…
…business, for that reason. See the section on “Asking questions and speaking” here: https://www.sharesoc.org/investor-academy/advanced-topics/general-meetings/ Companies may choose to adopt force majeure approaches and some flexibility may be given by the…
Investing in Compounders A PDF presentation by head of SIGnet Bill Fawkner-Corbett on his journey investing in Compounders. Click here A PI World interview with Bill Fawkner-Corbett, who takes us through his journey discovering Compounders and the reasons for investing in them. Although all the examples he gives in the presentation [...]
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2024 Macro Outlooks JP Morgan JP Morgan Private Bk Goldman Sachs Goldman Sachs AM Morgan Stanley Bank of America Bank of America PvtBk Citi Wells Fargo BNY Mellon State Street Lazard T Rowe Price TD Securities RBC Capital Markets Charles Schwab BANKS EU UBS HSBC Deutsche Bank Barclays BNP Paribas Lombard Odier CH Macquarie Group [...]
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Other ways to invest in shares We are sorry that this page is still under construction. Thank you for your patience and please come back soon. Besides purchasing shares directly, there are other ways to invest in shares, and to hedge your portfolio against adverse market moves. Note that the derivative instruments and methods described [...]
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A Guide to the “Killik Explains” Webcast Series We are sorry that this page is still under construction. Thank you for your patience and please come back soon. Stockbroker & wealth manager Killik & Co have published an extensive series of useful educational videos, under the banner “Killik Explains”, here. ShareSoc has catalogued these materials for [...]
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General Guidance ShareSoc Guidance Services If you have any questions about the general process of investment, about the legal, regulatory or taxation aspects, about where to get more advice on topical issues related to stock market companies, or other investment questions of a more general nature, then please check out our Investing Basics series in [...]
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Tax Advantaged Investments We are sorry that this page is still under construction. Thank you for your patience and please come back soon. EIS and VCTs; IHT-advantaged investments
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What is an ISA (Individual Savings Account)? An Individual Savings Account (ISA) is a tax-efficient savings vehicle, introduced in 1999, that allows you to save or invest up to a specified limit, known as your ISA allowance, each tax year. With an ISA, you can enjoy tax-free income and capital gains for investment ISAs, as well [...]
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