magazine archive
magazine archive
Under The Bonnet
Is Alphabet antitrust case a threat or an opportunity?
Thursday 19 Sep 2024Once peerless, there’s an argument that Alphabet (GOOGL:NASDAQ) is now facing its own ‘Hobson’s choice’. On the one hand, it is being threatened by enormous potential disruption as competitors like OpenAI and its SearchGPT chase share of its valuable search market, forcing it to throw billions of...
Palantir priced for perfection in an imperfect landscape
Thursday 29 Aug 2024Some years ago, a UK technology supplier listed in London was quietly acquired by defence contractor BAE Systems (BA.) . The £538 million buyout price was small, yet Detica, as it was called, had developed a reputation for providing its services to international militaries and intelligence...
Will Broadcom be the next member of the exclusive trillion-dollar club?
Thursday 08 Aug 2024It seems fair to say Broadcom (AVGO:NASDAQ) is one of the unsung heroes of the modern technological revolution. A couple of years back, the Silicon Valley semiconductor and infrastructure software business had a market valuation of about $220 billion based on a share price of around $44. As the AI...
Is BT now an investment worth considering?
Thursday 20 Jun 2024Is BT (BT.A) finally worth owning? For years it has been a complete dog of a stock and despite spinning back through our archives, Shares struggled to find the last time we had anything positive to say about the company or its shares. Yet suddenly in May 2024, the stock jumped, chalking up rough 30...
Has Uber become a business worthy of investment?
Thursday 06 Jun 2024Since spearheading the so-called gig economy over the past decade, Uber Technologies (UBER:NYSE) has emerged as a volatile investment. Having whipped up a frenzy among investors with valuation pitches of up to $120 billion ahead of its 2019 IPO (initial public offering), bigger even than Facebook’s...
Discover how AstraZeneca has turned around its fortunes
Thursday 30 May 2024It is 10 years since the board of AstraZeneca (AZN) rejected a cash and share takeover proposal from US rival Pfizer (PFE:NYSE) worth £53.50 per share on the grounds the price did not reflect the true value of the business. Since rejecting the offer, AstraZeneca’s shares have appreciated three-fold...
Discover the secrets behind Danaher’s huge success story
Thursday 02 May 2024DANAHER FAST FACTS Ticker: DHR:NYSE Share price: $253 Market cap: £141.5 billion U S biotechnology, life sciences and diagnostics company Danaher (DHR:NYSE) is one of the most successful companies to list on the New York Stock Exchange that few people outside the US have heard of. This feature...
Why Coca-Cola is still a sparkling investment
Thursday 18 Apr 2024A classic example of a superb business with staying power, The Coca-Cola Company (KO:NYSE) is blessed with iconic brands spearheaded by Coca-Cola or ‘Coke’, the world’s most recognised soft drink synonymous with its red cans. Coca-Cola’s brands resonate with consumers around the world, making the...
Spectris is another unrecognised long-term growth compounder
Thursday 28 Mar 2024Whenever there is a discussion about ‘quality’ UK industrial stocks, the name Spectris (SXS) is often thrown into the ring although we suspect many investors, while being familiar with the company in a general sense, have little idea what it actually does. Looking on Stockopedia, the company has a...
Is MicroStrategy more than just a proxy for Bitcoin?
Thursday 15 Feb 2024Is $11 billion US firm MicroStrategy (MSTR:NASDAQ) really the largest independent business intelligence company listed anywhere, as it claims, or merely a proxy for cryptocurrency Bitcoin, as many investors perceive it to be? On its website, MicroStrategy says it provides modern analytics on an...