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Real Name: Ben Hobson

Occupation: Stockopedia Editor

Interests: Stocks, Markets

Twitter: @BenJamesHobson

Fantasy Fund: Ben's Fund

About Me:

Stockopedia writer, editor researcher and interviewer!

Investment Strategy

Growth & Income

Ben Hobson's Latest Blogs

In his chairman’s letter to Berkshire Hathaway shareholders this year, the billionaire investor Warren Buffett described his group’s investment portfolio as being like a “forest”. Berkshire’s many and diverse businesses, he said, were its “economic trees”. Like any portfolio, it has an array of specimens (in Berkshire’s case there are vast numbers of them). They range in size from twigs to redwoods. And while a…

Back in the early summer of 2016, the online retailer Ocado had the dubious honour of being the most shorted stock in the market. Around 20 percent of its shares were out on loan as hedge funds bet heavily against it. With a market cap at the time of £1.57bn, it was pilloried for having a stretched valuation and shaky business model. Fast forward three…

News that Mike Ashley’s Sports Direct group is weighing a bid for the troubled retailer Debenhams doesn’t come as much surprise. With a 29 percent stake, Ashley is Debenhams’ biggest shareholder, but the group’s fate is far from clear. Debenhams is labouring under sizeable debt (among other problems) - and its lenders could eventually end up calling the shots (whether Ashley likes it or not).…

-- I should say up front that I got started on this article partly because of Carey’s great post about his tech-inspired fantasy fund - it’s an inspiring read! -- One of the biggest stories to come out of the US stock market over the past decade has been the spectacular rise of technology stocks. The relentless run in the S&P 500 has gone hand-in-hand…

Stock market cycles dictate that there are times when certain styles of investing will seriously struggle for buying ideas. In bull markets, when prices are rising, value strategies dry up. In bear markets, when fast-moving stocks can get pulverised, momentum strategies suffer badly. Then there are growth strategies. Growth has been a major driver of returns in recent years - particularly in small-cap stocks. But…

Ben Hobson's Latest Comments

​I do agree. It's daft (and even the fund manager quoted in the report sounded mildly embarrassed that they'd even gone there). But that said, I think the general point stands.

Hi Dave - Thanks. Yeah, I agree absolutely. I'd like to think you'll see more on these points in the coming months. We're definitely going to move on some of these ideas. Ben

Hi Felicity - that's interesting and I totally agree. Do you think that the financial media plays a part in provoking that kind of short-termism? Or is this just down to normal human behaviour? Thanks, Ben

Thanks - that's interesting and it makes a lot of sense. I think this summary is spot on: "If you have the ability to put aside your emotions and your ego then you will be successful whatever your gender"

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