FEATURES
Warren Buffett’s letters to shareholders are eagerly awaited every year. But what do his earliest letters from the days of the Buffett Partnership teach us? Philip Ryland finds out
After the portfolios’ further outperformance last year and good start to this, John Baron highlights three undervalued themes.
SEVEN DAYS
Our take on the biggest business stories of the past week
NEWS
Bond sell-off sparks volatility
An alternative play on US shale resurgence
Stagecoach counts cost of over-bidding
News Spotlight – Vodafone outshines BT
Economic Outlook – Consumers as forecasters, Next week’s economics
COMMENT
The Editor – Faultlines
Simon Thompson – Enlightening calls
Chris Dillow – Worrying about bonds, Unavoidable uncertainty
The Trader – Markets by candlelight
Further Reading – Big bad tech
MONEY
Portfolio Clinic – Should I stick with Fundsmith?
TIPS
Unilever is ‘connected for growth’
Urban&Civic: in its own league
Fidelity Emerging Markets offers defensive growth
Tips updates
FUNDS
Hardenberg to leave Templeton Emerging Markets IT
Big Theme – Infrastructure trusts: cheap opportunity or political target?
The Interview – Adrian Gosden backs UK for income
SHARES
Taking Stock – America First – but who are the runners-up?
Stock Screen – Seven shares for reliable income
Sector Focus – US Tech: to big not to fail?
Results
DIRECTORS DEALS
