Latest articles by Jamie Ward
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What Danaher learned from Warren BuffettDanaher started out as an aggressive corporate raider, but an encounter with Warren Buffett led to a more patient and profitable approach.
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Can software firms survive the 'SaaSpocalypse'?Fears of AI replacing software companies have caused a 'SaaSpocalypse'. That represents a buying opportunity for discriminating investors.
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Is Chapters Group the next Berkshire Hathaway?German conglomerate Chapters Group is seeking to replicate Warren Buffett's success. Investors should get in early, says Jamie Ward.
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How dull utilities became exciting growth stocksUtility companies are changing in response to structural upheaval in the economy. That means opportunities in utility stocks for smart investors
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Enshittification: the moral rot that threatens capitalismEnshittification is an unpleasant part of digital companies' business models. It is a blight on consumers and a threat to free markets, says Jamie Ward
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Nu: Brazil's radical upstart bankNu is upending the status quo in Latin America by tackling a banking sector dominated by lazy, high-cost incumbents, says Jamie Ward
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How to invest as the shine wears off consumer brandsConsumer brands no longer impress with their labels. Customers just want what works at a bargain price. That’s a problem for the industry giants, says Jamie Ward
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Food and drinks giants seek an image makeoverThe global food and drink industry is having to change pace to retain its famous appeal for defensive investors. Who will be the winners?
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Beeks – building the infrastructure behind global marketsBeeks Financial Cloud has carved out a lucrative global niche in financial plumbing with smart strategies, says Jamie Ward
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PayPoint: A promising stock for income-seekersPayPoint, a household name across Britain, is moving away from its traditional roots toward a digital future. Investors after a steady income should buy in
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Goodwin: A superlative British manufacturer to buy nowVeteran engineering group Goodwin has created a new profit engine. But following its tremendous run, can investors still afford the shares?
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The war dividend: how to invest in defence stocksWestern governments are back on a war footing. Investors should be prepared, too, says Jamie Ward
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Why Trustpilot is a stock to watch for e-commerce exposureTrustpilot has built a defensible position in one of the most critical areas of the internet: the infrastructure of trust, says Jamie Ward
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Circle sets a new gold standard for cryptocurrenciesCryptocurrencies have existed in a kind of financial Wild West. No longer – they are entering the mainstream, and US-listed Circle is ideally placed to benefit
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Card Factory is a stand-out small-cap going cheapIn a digital world, we still value the personal touch. That’s good news for Card Factory, whose unique business model is suited to weather all economic storms
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How Next positioned itself as a British high-street stapleNext rose from a near-death experience and now thrives as a high-street staple. What's driving its success – and should you invest in the retailer?
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Beazley: a compelling specialist insurerThe insurer Beazley is unusually profitable at present, and that looks set to continue. The stock is also a valuable portfolio diversifier, says Jamie Ward
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Is investing in the alcohol industry still worthwhile?Changing consumer tastes are rocking the alcohol industry, but the best players are adapting their strategies. Buy them while their shares are still cheap
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Camellia: a quirky tea grower that rewards patient investorsCamellia is shedding its eclectically diverse portfolio of assets to concentrate on its strengths. For investors, it's a rare opportunity
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Britain’s fallen stars: a second chance for quality stocksQuality stocks in the UK saw share prices collapse in the wake of Covid. That has created an opportunity for smart public investors — and private buyers
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QXO: a compelling opportunity in the building materials industryOpinion The boss of QXO knows how to make a few billion dollars, and aims to repeat the trick. Investors would be wise to back him, says Jamie Ward
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Spectra Systems: a 'boffin-led' tech stock with business acumenOpinion Patient investors will get paid well as they wait for success from Spectra Systems, a promising Aim stock, says Jamie Ward
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Frasers Group 'is a rare retail gem in a battered sector'Opinion Frasers Group is shunned for a reason, but brave investors should buy in now, says Jamie Ward
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Greggs’ recipe for success on the high streetGreggs grew from a shop founded in Newcastle after the war into a national treasure. Profits will continue to roll in for patient investors, says Jamie Ward
