Market update and portfolio round up: Fever-tree, Experian and Ross Stores
Hello and welcome back to the Quality Compound. It’s been a while since my last piece of writing, so here, I’ll be providing a general...
Here you will find articles on stocks and shares, investing, the economy and personal finance.
Stock related articles will cover a varied selection of stocks and shares, some of which are held in my managed portfolios. The shares mentioned will often revolve around the quality investing guide featured on this website.
The Quality Compound
- Apr 18
- 4 min
Gamma Communications: strong progress for an under-appreciated serial acquirer
FTSE Aim-listed Gamma Communications released its full-year results during March. I first published an article on Gamma, the...
The Quality Compound
- Mar 18
- 10 min
Is JD Sports next on Nike's hitlist?
UK retailer JD Sports Fashion has performed well in 2021, with recent trading updates ahead of expectations for sales and profitability....
The Quality Compound
- Feb 13
- 11 min
Dr. Martens: Can The Bootmaker Expand in Asia?
Dr. Martens is a shoe brand operating in the global footwear market, which sells to consumers in more than 60 countries. The brand began...
The Quality Compound
- Feb 6
- 9 min
PayPal and Apple: A Tumultuous Time for Tech
This weekly round-up comes to you after a wild week in the global market. Big tech (and medium-sized tech) earnings were the focus during...
The Quality Compound
- Feb 1
- 4 min
Otis: Soft Guidance and Further Deleveraging Makes Otis Unattractive
Otis released its Q4’21 and full year earnings on January 31st. Whilst revenue and profitability in 2021 was strong, Otis gave soft...
The Quality Compound
- Jan 30
- 10 min
Diageo and FeverTree: Premium Beverages and the Tale of Tequila
Welcome to The Quality Compound weekly round-up. In weekly round-ups, I provide commentary on the market from the past week, alongside...
The Quality Compound
- Jan 30
- 2 min
The Twenties Trader Rebrand to The Quality Compound
Dear reader, Firstly, I want to thank you for your readership of The Twenties Trader in my first year of writing. I know some of you have...
The Quality Compound
- Jan 16
- 8 min
International Stock Ideas for 2022
Persistent readers of The Twenties Trader will know my investing ethos is to look for quality businesses at reasonable prices. Some of...
The Quality Compound
- Dec 18, 2021
- 9 min
Is Tortilla's offering to investors really that tasty?
Tortilla is the AIM-listed, UK-based burrito business, with roots in Californian-inspired Mexican dining. It was founded by Brandon...
The Quality Compound
- Dec 11, 2021
- 10 min
Can Spectra Systems continue to milk the cash cow?
Spectra Systems Corporation is a UK-listed USA-based business that provides banknote authentication technologies, brand protection...
The Quality Compound
- Nov 17, 2021
- 10 min
Focusrite's report cites supply chain issues, but will demand pose the real problem?
Focusrite, the British global audio equipment company listed on AIM (#TUNE), published its annual results for the year ended 31 August...
The Quality Compound
- Nov 8, 2021
- 10 min
Cake Box publishes impressive half year results, but can their growth story continue?
Cake Box Holdings is a franchise retailer of cakes with a growing store base across the UK. It was listed on the AIM on the 27th June...
The Quality Compound
- Nov 6, 2021
- 8 min
Smith & Nephew faces difficult Q3 amidst Covid-19 and supply chain pressures
Smith & Nephew plc, the British medical equipment manufacturing company listed on the FTSE100, published their Q3 results on Thursday 4th...
The Quality Compound
- Oct 29, 2021
- 10 min
Bloomsbury reports strong half-year, boosted by early purchasing from customers
On the 27th October, Bloomsbury Publishing plc published their unaudited interim results for the six months ended 31st August 2021. In...
The Quality Compound
- Oct 22, 2021
- 6 min
Tristel's Full Year Results
On Monday, Tristel plc published its final results for the year ended 30 June 2021. I previously covered Tristel plc in February, when...
The Quality Compound
- Oct 18, 2021
- 9 min
What should we do with Boohoo?
The below article was initially posted on my Patreon on October 4th 2021. This week, I want to focus almost exclusively on portfolio...
The Quality Compound
- Sep 26, 2021
- 3 min
Weekly Round Up: Fevertree
Weekly Round Ups are posted on my Patreon and contain analyses of news, corporate results and wider economics that affect my portfolio...
The Quality Compound
- Sep 18, 2021
- 4 min
Weekly Round Up: Gamma Communications, Emis, Dechra Pharmaceuticals and Ted Baker
Weekly Round Ups are posted on my Patreon and contain analyses of news, corporate results and wider economics that affect my portfolio...
The Quality Compound
- Sep 15, 2021
- 8 min
Evaluating Emis' Half Year Report
Emis Group is a British company that provides software and systems for the UK healthcare sector. Their aim is to digitise and integrate...