Ocado, Dunelm and Superdry show there’s always winners & losers in retail July 10, 2019 It’s not all doom and gloom in retail. Whilst we have certainly seen a downturn on the high street, there are winners as well as losers. Next shares are among the best performers on the FTSE in 2019, up 30% so far. And they’re not alone in outperforming the market despite the trouble on the [...]
Bitcoin rallies to $11,000: Is it different this time? June 24, 2019 All that glitters is not gold. Bitcoin is sparkling again but beware…breakdown’s coming up ‘round the bend. Bitcoin jumped above $11,000, taking it to its highest level since March 2018 , before it pared some of those gains. Investors are ignoring what happened the last time we saw the market going parabolic. Is it different this time? [...]
DEBATE: Slack has gone public with a direct listing, but is this type of ‘non-IPO’ just a fad? June 21, 2019 Slack has gone public with a direct listing, but is this type of ‘non-IPO’ just a fad? Neil Wilson, chief market analyst at Markets.com, says YES. Direct listings can work, and you may well get superior price discovery, but they’re suitable only for a relatively small number of firms and will never replace the traditional [...]
DEBATE: Is the Asos profit warning a sign that online retailers face the same challenges as the high street? December 18, 2018 Is the Asos profit warning a sign that online retailers face the same challenges as the high street? Scott Guthrie, a digital strategy consultant, says YES. Online retailers have previously appeared immune to the hardships faced by their high street rivals. Yet there are many marketplace similarities between the two opposing business models – especially in [...]
Debate: Following a share price dive, should we be worried about Interserve’s future? November 15, 2018 Debate: Following a share price dive, should we be worried about Interserve’s future? Yes – John Tizard is an independent strategic adviser. Interserve’s story seems to have some parallels with Carillion. Construction firms appear to find public service outsourcing challenging, with problems caused by clashes in culture and different expectations for margins. Contracts must be [...]
