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Tag: accounting

Ascendis Health: Why I Sold

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on March 29, 2017 I have been following Ascendis Health since it listed and, while I was sceptical at first, I warmed to the company as I saw management executing their stated strategy. If you see here, I even use them as an example of how acquisitive growth can work: How…

What Is & Is Not Fraud?

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on July 24, 2018 The American-styled short-selling model works on aggressive negative press releases, research and other PR stunts (now apparently including legions of anonymous Twitter accounts) to drive a share price down. Fair is fair, none of these actions are illegal if they disclose their beneficial interest. While this…

Lies, Damned Lies & Adjusted Earnings

Posted on 26/08/202026/08/2020 by Keith McLachlan

OLD ARTICLE – Originally posted on September 23, 2016 When investing in a listed share, you are buying part of a business and own a portion of its future profits (or losses). Therefore, the per share earnings of a listed company are a big deal for investors with shares rising and falling base on them (or at least…

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