In Simon Thompson’s column today, he highlights four investment opportunities in his small cap hunting ground including a small-cap oil explorer that’s in play; an aircraft leasing company in the process of selling off part of its fleet; a fast growing fund manager that’s attracted new investors and is planning a major fund launch; and a finance company set to become the latest challenger bank.
It is hardly a surprise that the 21st Century Fox bid for Sky has been referred to the competition authorities, but what are the main concerns and arguments around the bid by the Murdoch family to consolidate their UK media interests? Megan Boxall assesses the state of play.
Meanwhile, Megan has also interviewed the management of biotech company Summit Therapeutics for our latest Boardroom Talk podcast – listen in for free here.
Our resident economist Chris Dillow has taken a closer look at the valuation of equities in the US, in particular using Professor Shiller’s cyclically adjusted price to earnings ratio, to question whether US stocks are overvalued right now.
