The Hut Group stock has collapsed. There were some signals of the risks. We think the accounting is aggessive.

Chinese tech stocks have been hit by recent Government action. We examine whether the derating is justified and what might come next.

Tracking estimate revisions is an essential element of the research process. This article explains how to monitor them and some of the nuances which can can sometimes give a false impression.

What’s the right number of stocks and the right level of concentration for an equity portfolio? Spoiler…it’s difficult.

A recap of what we learned about Greensill and some new info - not one of the top 10 exposures appears to have been at arms’ length.

A look at Ferrari’s valuation and its longer term investment prospects.

BACKGROUNDThe intention behind IFRS 16, which brings notional lease liabilities on to the balance sheet, was to assist investors and lenders who wanted to understand the true indebtedness of the…

We revisit Greensill and re-examine the clues ahead of its demise and look at some broader implications as well as some other stocks tied up.

INTRODUCTIONWe published a blog on Amazon around a year ago where we explored the issue of free cash flow. We explained then that Amazon uses three different definitions of free…

In this blog, we further examine how Netflix accounts for its spend on content and conclude that it's neither conservative nor consistent with its accounting policies.