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Diversified Energy
Shareholders' cash has been spent accumulating reserves. How large are they?
Jul 10, 2021
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May 2021
BP
Why choose BP when you could have Shell?
May 29, 2021
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BP
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April 2021
Shell
Revenues halved and a large loss; but cash metrics are undented
Apr 13, 2021
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Shell
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March 2021
Thomas Pink
How to lose your shirt to the tune of £100m
Mar 29, 2021
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Apple
A company we thought expensive a year ago is now 40% more expensive
Mar 8, 2021
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Apple
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February 2021
How fast must a business grow?
Using Netflix to show that investors have different expectations for returns, growth rates, and their own patience
Feb 22, 2021
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How fast must a business grow?
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Netflix
Will Netflix be a hit in Asia?
Feb 12, 2021
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Netflix
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January 2021
Sainsbury
A grocer with a commitment to financial services
Jan 27, 2021
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Review of 2020
Can sceptics of tech stock valuations find more promising opportunities?
Jan 11, 2021
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Pier Review
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Review of 2020
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Marks and Spencer
Most data sources ignore an accounting change. It makes a big difference.
Jan 1, 2021
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December 2020
Costco
Low priced goods for its customers; high priced shares for its investors
Dec 18, 2020
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Costco
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Tesco
Nice underlying business hobbled by unappetising bank
Dec 1, 2020
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Tesco
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