Is value investing dead? This question has come up from time to time for years – but more so than ever over the past few years. This is no doubt due to the fact that value investing has now underperformed growth investing over the past 1, 3, 10 and 30…Read More
Articles by Richard Bowman
Richard Bowman is a writer at Catana Capital, analyst and investor based in Cape Town, South Africa. He has over 18 years’ experience in asset management, stockbroking, financial media and systematic trading. Richard combines fundamental, quantitative and technical analysis with a dash of common sense.
In 2020 the COVID-19 pandemic and economic turmoil resulted in very mixed returns for stock markets around the world. While sectors like technology and consumer discretionary were strong, the energy sector within the S&P500 index was down more than 30%. The result is that while some sectors are trading at…Read More
Cybersecurity stocks have outperformed the market for most of the last decade, and more so than ever over the last 24 months. In addition, the recent cyberattack on multiple US government departments has brought cybercrime and cybersecurity back into focus. Security is an aspect of technology that no company can…Read More
The size and growth of the video games and esports industry had already taken many by surprise before the COVID-19 pandemic began. This growth has now accelerated even more as consumers look for new ways to entertain themselves while confined to their homes. Between 2014 and 2019, the amount spent…Read More
Over the last few years, the software as a service (SaaS) industry has emerged as a leading segment within the tech sector and the cloud computing space. This is unsurprising given the large number of SaaS companies growing revenue at well over 30% a year. SaaS stocks are an exciting,…Read More
One of the groups of stocks that have outperformed over the last year, and over the last decade, are cloud stocks. Most companies in the world are in the process of migrating some or all of their computing needs to the cloud. Cloud technology is also enabling an entirely new…Read More
The US election 2020 is a few weeks away and some investors are beginning to wonder if they should be making changes to their portfolio and how they should react if either candidate wins. In this post we look at what a victory for each candidate may mean for markets…Read More
One practical way to go about learning how to invest money is by studying the best investors of the last century. There is usually at least one bit of investing wisdom to learn from each of the most successful investors. While successful investors often share some traits, there is usually…Read More
Unfortunately, one of the realities of business and investing is the occasional financial scandals and frauds that emerge. Investors should always be aware that there are unethical companies and people around and that financial scandals can result in investments becoming worthless very quickly. The following financial scandals are amongst the…Read More
Investing is an ongoing learning curve. One of the best ways to learn more about investing is by reading widely on the topic. However, there are thousands of books on the subject. If you search for investment books on Amazon, you will see 30,000 results. Furthermore, some of the best…Read More