Новости за 23.01.2024

Good morning from Paul amp; Graham! Today's report is now finished. Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals... Читать дальше...

There’s no doubt that Warren Buffett’s annual letters are a worthwhile read for any keen private investor. But personally, one of my favourite missives comes from a fund manager who operates on this side of the Atlantic – albeit with a penchant for holding US stocks. Terry Smith’s 2023 letter was published a few days ago and offers the usual mix of pithy opinion, investing insight and Fundsmith performance metrics. Starting with the latter, Fundsmith’s flagship Equity Fund gained 12.4% last year... Читать дальше...

Good morning from Paul amp; Graham! Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment. Читать дальше...

A number of volatile geopolitical events, marked by the Houthi rebels' attacks on commercial ships in the Red Sea, and simultaneous crises in major shipping canals, have triggered a ripple effect across the global shipping industry. The attacks by Houthi rebels in Yemen have forced major shipping companies to alter their routes, avoiding the Red Sea and opting for longer, costlier journeys around the Cape of Good Hope. Source: Financial Times This redirection away from the Suez Canal, which is responsible for around 15% of global trade... Читать дальше...