Articles

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.

Gamma Communications: strong progress for an under-appreciated serial acquirer

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....

Dr. Martens: Can The Bootmaker Expand in Asia?

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...

PayPal and Apple: A Tumultuous Time for Tech

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...

Otis: Soft Guidance and Further Deleveraging Makes Otis Unattractive

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...

Diageo and FeverTree: Premium Beverages and the Tale of Tequila

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...

Is Tortilla's offering to investors really that tasty?

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...

Can Spectra Systems continue to milk the cash cow?

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...

Focusrite's report cites supply chain issues, but will demand pose the real problem?

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...

Cake Box publishes impressive half year results, but can their growth story continue?

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...

Smith & Nephew faces difficult Q3 amidst Covid-19 and supply chain pressures

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...

Bloomsbury reports strong half-year, boosted by early purchasing from customers

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...

Weekly Round Up: Gamma Communications, Emis, Dechra Pharmaceuticals and Ted Baker

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...

Weekly Round Up: CMC Markets, 888plc & more

The Quality Compound

Sep 11, 2021
3 min

Weekly Round Up: CMC Markets, 888plc & more

Weekly Round Ups are posted on my Patreon and contain analyses of news, corporate results and wider economics that affect my portfolio...