Fundsmith’s Terry Smith sold Amazon over ‘capital misallocation’ concerns
Will become ‘more active’ in selling companies investing outside a core franchise
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Microsoft
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Lindsell Train welcomes Bill Gates and Warren Buffett buying trust’s stocks
Nick Train says recent share purchases in Heineken and Diageo are a good sign
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Weekly outlook: Tech titans Microsoft & Tesla to report
Key events for UK wealth managers for the week starting 23 January
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Terry Smith takes aim at Paypal after Fundsmith’s poor performance
Per usual, his annual letter to shareholders pulls few punches
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What do the experts think of US tech stocks?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Robots and gaming to take a bite out of the Faangs
Tech mega caps have had little success as they try to diversify forcing investors to look elsewhere
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Rory Campbell-Lamerton: Bill Gates, Microsoft and the next epidemic
Companies bought today need to have core businesses strong enough to survive the tough times ahead
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Neptune’s Unwin reveals ‘hidden fruit’ set to reap benefits of cloud tech
Microsoft is one of Neptune Investment Management’s ‘hidden fruits’ that looks set to be a big winner from a boom in ‘cloud’ technology, according to fund manager Alastair Unwin.
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The M&A that mattered in 2016
Heightened political uncertainty and volatility made for a compelling M&A story in 2016. With the possibility that sterling has still further to fall, consolidation stands to become an even more prominent theme in the new year. Before that happens, Portfolio Adviser takes a look back at the top five transactions of 2016 that had investors…
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Microsoft’s $26bn LinkedIn deal prompts mixed views
News of Microsoft’s LinkedIn acquisition has generated mixed views over its merit.