Published on 21/04/2022
For investors, supermarkets aren’t just a place to buy food, but also a place to get investment inspiration. But if you’re looking at these spaces through an ESG lens, how green are UK supermarkets?
Read more...Published on 07/04/2022
Of the 5.1 billion adults in the world, 80% of them don't invest. Of the investors, only 5.5% make money. That leaves 798 million adults who lose money when they're investing. If this article is anything, it's a speed date with those who don't invest and those who are losing money.
Read more...Published on 30/03/2022
The decision to move towards green energy is a noble and good one. The decision to sanction Russia, too, a proportional one (perhaps). However, for years we have grown used to decisions without consequence. But there is always a price to be paid.
Read more...Published on 03/03/2022
As we watch the terrible events unfold in Ukraine and offer our support to those caught up in the conflict in whatever way we can, it also brings up how the markets can be affected by conflict, like the one we see happening today.
Read more...Published on 23/02/2022
We’ve just dropped our Portfolio Builder adding the next level of features to help our users develop a professional framework around their investments.
Read more...Published on 17/02/2022
Since 2009 central banks around the world have taken interest rates down towards zero, crushing the yield curve, and moving investors up the risk curve. At the same time, they started buying huge amounts of debt. Is this Jenga tower about to topple?
Read more...Published on 11/02/2022
For those who don’t invest, there can be a mystique surrounding the investing world - graphs, numbers, acronyms all piling on top of one another to cause confusion. But at Upside, we believe that whilst, admittedly, investing can be complex, it actually doesn’t need to be difficult.
Read more...Published on 26/01/2022
Professional investors have access to a wide array of information and tools to pick from to develop their investment strategies, whilst retail investors are forced to stitch information together from disparate sources with potentially questionable validity. With so much retail money in the market, how can this be fair?
Whilst working at a hedge fund, the founders of Upside saw this stark information gulf, and so decided to right it by building the Upside app.
Read more...Published on 17/01/2022
Data and technology are changing everything. We see this change daily across every part of our lives: medicine, entertainment, travel. Finance too has seen a great change: payments, money, ownership. It is time for the next generation of investing technology to catch up and surpass.
Read more...Published on 20/09/2021
Continuing our fortnightly video series reviewing the markets and hot investing topics, delivered by ex-Hedge Fund Managers now working at Upside. This week our team discuss their investment landscape predictions for the future.
Read more...Published on 09/09/2021
Since the start of the pandemic, pet ownership has gone through the roof. There have been many news stories detailing the fates of these pandemic puppies, both good and bad, but what does this rise in pet ownership mean for all the associated companies and their stock prices?
Read more...Published on 06/09/2021
Continuing our fortnightly video series reviewing the markets and hot investing topics, delivered by ex-Hedge Fund Managers now working at Upside. This week our team discuss the future of Fintech.
Read more...Published on 27/08/2021
This week, a special bonus video in our series reviewing the markets and hot investing topics, delivered by ex-Hedge Fund Managers now working at Upside. In todays video we outline everything you need to know ahead of today's announcement from the Fed.
Read more...Published on 06/08/2021
Continuing our fortnightly series reviewing the markets and hot investing topics, delivered by ex-Hedge Fund Managers, now working at Upside - we feature William Potts, Founder and CEO and Mark Schilling, Head of Talent and Client Acquisition at Upside Technologies discussing public versus private markets.
Read more...Published on 05/08/2021
A recent report by the Public Accounts Committee (PAC) put the cost of the pandemic in the UK at approximately £372 billion. PAC has warned that UK taxpayers will be paying for coronavirus (COVID-19) for decades. But what does this mean for investors now, and in the future?
Read more...Published on 23/07/2021
Continuing our fortnightly video series reviewing the markets and hot investing topics, delivered by ex-Hedge Fund Managers now working at Upside. This week our team discuss the re-opening of economies post the Covid-19 lockdowns.
Read more...Published on 15/07/2021
We continue our series of articles written by one of our users, a Singapore-based Portfolio Manager named ATEC who has been sharing thoughts and highlights from their investing research. They cover everything from individual stock names and industries, as well as regulation and the investing landscape.
Read more...Published on 09/07/2021
Continuing our fortnightly video series reviewing the markets and hot investing topics, delivered by ex-Hedge Fund Managers now working at Upside. This week our team discuss the difference between gambling and investing.
Read more...Published on 08/07/2021
Taxes are what everyone loves to hate. Apart from taking a chunk of our hard-earned cash, we all dislike something we don’t fully understand. It’s heavy, complex and can be less than fun to figure out the intricacies... and inflation is effectively a hidden tax.
Read more...Published on 06/07/2021
At Upside, we’ve spent literally thousands of hours thinking about this very topic: how to be a better investor.
Read more...Published on 30/06/2021
A bonus video from our fortnightly video series reviewing the markets and hot investing topics, delivered by ex-Hedge Fund Managers now working at Upside. This week our team discuss tapering.
Read more...Published on 25/06/2021
Continuing our fortnightly video series reviewing the markets and hot investing topics, delivered by ex-Hedge Fund Managers now working at Upside. This week our team discuss meme stocks.
Read more...Published on 24/06/2021
In recent months, Upside has been teaming with one of our users, a Singapore-based Portfolio Manager named ATEC who has been sharing thoughts and highlights from their investing research. They cover everything from individual stock names and industries, as well as regulation and the investing landscape.
Read more...Published on 17/06/2021
Earlier this year, researchers at Harvard University revealed that they have developed a new battery that will revolutionise the electric vehicle (EV) market. With all manufacturers now racing headlong into EV development, what difference will this battery make, what other solutions are being developed and what are the markets saying?
Read more...Published on 11/06/2021
The first in our fortnightly video series reviewing the markets and hot investing topics, delivered by ex-Hedge Fund Managers now working at Upside. This week our team covers highlights from the Bitcoin 2021 Conference in Miami.
Read more...Published on 10/06/2021
The pandemic saw life as we know it grind to a halt, and spelled death for airline stocks. The majority of flights were grounded, airline staff were laid off and bankruptcy was looming for many big names. So why have more than 90 new airlines decided that 2021 is the year to launch, and what does this say about the recovery of the aviation industry?
Read more...Published on 03/06/2021
Since the 1990s, demand for coffee has increased by 50% worldwide, and today the global coffee industry is valued at $100 billion. So go grab yourself a cup of joe and get ready to delve into what Business Insider labelled the second most sought-after commodity in the entire world.
Read more...Published on 27/05/2021
In November last year gaming empire Roblox went public and when the market closed on the day of their launch the company was valued at $45.3 billion. Since their IPO, shares have remained steady around the $70 mark and Q1 2021 results are looking positive. To those without kids, or uninterested in gaming, this company leapt out of the blue to become one of the most talked-about IPOs of the decade.
Read more...Published on 20/05/2021
With summer last year cancelled, and the prospect of spending many more months working from the kitchen table, 2020 became the year of the DIY reno. It also became the year that Americans migrated from cities and built their own homes. And as a consequence, the lumber industry in the US skyrocketed.
Read more...Published on 13/05/2021
A recent survey by Bankrate has shown that over half of American’s think that the stock market is rigged against individual investors.
Read more...Published on 06/05/2021
Most of us don’t give a second thought to sand. Sandy beaches, desert dunes, something to be sat on, to be played with, to be raked, to be driven (or ridden) up and down on, it gets in our shoes and our sandwiches, it gets whipped in our faces on blustery days. But it is in fact the world’s most consumed raw material after water and an essential ingredient to our everyday lives. And as of 2019, we are facing a shortage.
Read more...Published on 29/04/2021
It’s an age long, divisive and passionate debate which splits the investing community: active or passive. There are arguments for both sides with Bernstein analysts calling passive investing “worse than Marxism” and Warren Buffett claiming “active investing as a whole is certain to lead to worse-than-average results”. Well, who to believe?
Read more...Published on 15/04/2021
Global interest in craft beer has risen exponentially over the last decade, and despite the continuous talk of industry bubbles and the limitations of global lockdowns, it's an interest that has continued to thrive. It is a growing investment opportunity in the consumer staples sector but also one on the fringes of the equities market.
Read more...Published on 08/04/2021
All that glitters is not gold. As it is for precious stones, so it can be for stocks too.
Read more...Published on 01/04/2021
As the world is focussing more on the environmental impacts of their actions, we’re seeing a change in the food and beverage companies that are emerging: from unlikely partnerships, to edible insects. But how sustainable are these companies both on the market and environmentally, and what is this doing to stock prices across the globe?
Read more...Published on 25/03/2021
In mid-February, car maker Jaguar confirmed that they will only be building all-electric cars by 2025. This is big news for conservationists and environmentalists, (some) car enthusiasts, battery makers and of course investment analysts.
Read more...Published on 18/03/2021
To be a winning team with a competitive edge, many sports teams are taking the moneyball approach: by using data analytics. It’s not just about goal scoring, but about how often they touch the ball, how fast they run, strengths, weaknesses: an overall score of each player and what other players in the team can do to bring the best out of each other.
Read more...Published on 11/03/2021
Across the world, gender inequalities are still sadly ubiquitous, from pay and promotions to childcare, household chores, and even in investing. The Gender Investing Gap is a very real gap, showing the discrepancy between the return the average woman gets on her investments in her lifetime, versus that of the average man. But why would this be so?
Read more...Published on 09/03/2021
The tech industry is booming globally. Tech permeates every corner of our lives and has been the saviour of the pandemic: keeping companies running, families connected, and people entertained whilst being stuck indoors for months at a time. With this in mind, why do women only make up 16.4% of tech professionals?
Read more...Published on 04/03/2021
The world of investing can generate many emotions - from the highs of watching your returns skyrocket, to the lows of miscalculating something and watching them depreciate or plummet. What a rollercoaster.
Read more...Published on 25/02/2021
In 2009, within five days of a YouTube song called “United Breaks Guitars” being released, United Airlines lost 10% of its market value, costing shareholders roughly $180 million dollars. Sometimes, the power of one person, with a little boost from social media can make or break a company.
Read more...Published on 18/02/2021
Patience is key when it comes to investing. Studies have shown that some stocks can make investors millionaires if they have had the patience to ignore the day-to-day fluctuations of the market and own stocks for decades.
Read more...Published on 11/02/2021
How many times have you scrolled through your news app, or your social feed and seen something about Bitcoin? Countless right? Bitcoin used to be inextricably linked with The Silk Road and the dark web, but it’s shaken that image of the underground and is now standing proudly in the sun. But with Bitcoin’s parabolic rise, a discussion on the art of the exit is in order - sometimes a material weakness in the majority of investors arsenal.
Read more...Published on 04/02/2021
In an age where it’s a necessity to get groceries, clothing and everything in between, delivered contactlessly directly to our doors, it can have a negative impact on the climate. There are more deliveries on the road, more plastic and cardboard packaging, our goods are travelling further than many of us have been in almost a year. So, what are companies doing to reduce their impact on the climate, and is this affecting the stock market?
Read more...Published on 29/01/2021
It can be very easy to get caught up in a new fad, fashion, or gadget only to see something equally new and shiny to replace it. It happens a lot with tech - your new smartphone, or smartwatch gets a reboot, and you’re left sad and out of date, whilst everyone else is talking about the fun new features they have on their swanky new devices.
Read more...Published on 28/01/2021
Here at Upside, we want a fairer, more accessible and open world for everyone. We believe that everyone should have the opportunity to submit investment ideas, have them tested and analysed, and be able to connect with people who can buy them.
Read more...Published on 21/01/2021
Sometimes, events thousands of miles away don’t have the same impact as things on our doorstep. You can’t relate to them, or even begin to understand the devastation they could cause. And because it’s so far away, how could it affect you? But it’s events thousands of miles away that actually change what you wear, what you eat or drink, what you can buy in shops. Take the devastating wildfires in Australia and California for example.
Read more...Published on 07/01/2021
Sometimes life can’t help but put you between a rock and a hard place. There's a trade-off and you just don’t know what to do. In the latest in our series on ESG investing, we’ll be looking at when wrong feels right.
Read more...Published on 17/12/2020
The world-famous Knowledge of London - the process of becoming a black cab driver - is one of the toughest tests you can take.
Read more...Published on 10/12/2020
Greenwashing isn’t when you use green soap, or when you water the garden grass on a hot summer's evening. Greenwashing is actually much more serious, and it’s the topic of this article, the next in our ESG series.
Read more...Published on 03/12/2020
When you were young, your grandmother will likely have told you to eat all your vegetables so you can grow up big and strong. But what does eating all our vegetables have to do with investing you may ask? Well, your grandmothers’ hopes for you being big and strong aren’t too far off from Growth Investing. She was just investing in your growth, and not that of a company on the stock market.
Read more...Published on 26/11/2020
The nice thing about learning something new is that you can research it. You can find the definitive parameters and definitions and read them a bunch of times before sitting back and saying, “yeah, ok. I get it”. Well… continuing our ESG series, we find out that this is not necessarily true of ESG investing.
Read more...Published on 19/11/2020
From early days sat in front of the TV watching Trading Places at Christmas, we’ve grown up with the age old adage “buy-low, sell-high”. And that might work for some, but for others, Trading Places is too 80s. “It’s 2020!” they cry, “it’s time for Momentum Investing!”
Read more...Published on 12/11/2020
In a recent article, we broke down what ESG investing is. It got you excited right? Well us too. But it raised some interesting questions, most notably, why since the start of the COVID-19 crisis, interest in ethical investing has increased. So we thought we’d delve a little deeper.
Read more...Published on 05/11/2020
We all love value. A bargain is a bargain at the end of the day. So what’s value investing? Well, it’s a strategy involving picking stocks that appear to trade at a lower value than their intrinsic value.
Read more...Published on 29/10/2020
Investing is open to everyone, with all sorts of opinions. Some investors don’t see the harm in buying stock from any type of company, but others may wish to invest in companies that fit their specific values. Some investors, for example, may not wish to profit from companies that damage the planet, or companies that harm their customers or workers.
Read more...Published on 22/10/2020
For many of us, the generic term ‘finance’ conjures up images of hard and sharp graphs, complicated numbers and language or landscapes that we “normal people” just don’t get, or even care about.
Read more...Published on 15/10/2020
At Upside, we are always going on about the importance of research when analysing a company... or analysing anything really.
Read more...Published on 08/10/2020
When a book is made into a movie the age-old argument will break out - which was better? Well, in the case of Moneyball we think it’s both. Have you read the book, or seen the movie? If not, stop what you’re doing and check it out.
Read more...Published on 01/10/2020
When was the last time you felt left out? Sidelined in a conversation because you weren't really sure what everyone was talking about? The playground when you were a kid? In the pub when your pal who loves craft beer was talking about DDH IPAs? When your kids were explaining how servers work in Minecraft? In the office when the technical lead was talking about… wait, what was it?
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Read more...Published on 24/09/2020
Research, research, research. At the end of the day that’s what it’s all about. Any investor, portfolio manager or analyst will tell you the same.
Read more...Published on 17/09/2020
One of the obstacles many people face when they start learning about investing is how to manage risk. Risk is a word with often negative connotations. It makes you think of the Bermuda Triangle, or quicksand - which, let’s face it, we all thought we’d face more as an adult.
Read more...Published on 10/09/2020
We all interact with listed companies each day, from checking our phone in the morning, buying a coffee on the way to work, buying a new piece of clothing, logging into our computers, watching movies, or even that beer in the pub at the end of the day.
Read more...Published on 03/09/2020
With September comes fresh beginnings. The dewey summer mornings give way to crisper ones. The world starts up again after the summer lull. The leaves start turning from greens into reds, then yellows, and browns.
Read more...Published on 27/08/2020
We keep harping on about it here at Upside, but it’s true. We really do believe that anyone can have a great investment idea.
Read more...Published on 20/08/2020
Behind the hidden door could be all manner of things. You’ve heard whispers about what’s there, and you’re curious to know, but maybe you won’t understand it.
Read more...Published on 13/08/2020
When children are learning to ride a bike, we give them stabilisers; training wheels to avoid the inevitable, which still happens anyway.
Read more...Published on 06/08/2020
It’s been 23 years since Harry Potter and the Philosophers Stone was published in the UK, and it is now a right of passage for children to escape in the magical world of witchcraft and wizardry.
Read more...Published on 30/07/2020
There you stand on the first tee, wind blowing in your hair. Club in hand, and golf ball ready, preparing to take your shot.
Read more...Published on 23/07/2020
We live in a world of side hustles. Where you are both a sales manager and a make-up artist, a PR rep and a vintage clothes seller, a student, barista and learning to trade.
Read more...Published on 16/07/2020
“*When you have eliminated the impossible, whatever remains, however improbable, must be the truth.*”
Read more...Published on 25/06/2020
Our world is becoming more and more tech-dependent, from our reliance on mobile phones with their myriad apps to online maps to get you to that hot new restaurant you’ve never heard of but your friends have been banging on about for months.
Read more...Published on 18/06/2020
In May of this year, two astronauts were propelled into space for the first time in over a decade from U.S. soil.
Read more...Published on 11/06/2020
“You’ll understand when you’re older” is one of those sayings that parents tell their children when they don’t have time or aren’t ready to explain something.
Read more...Published on 04/06/2020
With just a small number of folds, a square piece of origami paper can be used to create any number of hugely intricate designs. From stars, elephants, flowers and frogs, to the more common crane.
Read more...Published on 21/05/2020
At Upside, we understand the importance of failure as a learning tool, because it’s a path to getting it right.
Read more...Published on 14/05/2020
No one has ever said being a research analyst is an easy job.
Read more...Published on 07/05/2020
These days, being bombarded with information from all corners of our life leaves us open to accepting ‘fact’ as data.
Read more...Published on 30/04/2020
No one will make a big decision without a bit of research - whether it’s buying a car, choosing a holiday or making an investment.
Read more...Published on 23/04/2020
Some investment firms use the analogy of a ship navigating through the choppy seas into calmer waters, and others of an investment starting as a seed and growing into a strong oak.
Read more...Published on 16/04/2020
As we move from childhood into adulthood, we tend to become increasingly scared of getting it wrong. Children see the world differently, without the constraints and rules of adulthood.
Read more...Published on 09/04/2020
Over the last three months, the whole world has become interested in predicting the future, and it is a hard task. We are living in an unprecedented and unpredictable time, a time that even the superforecasters didn’t predict.
Read more...Published on 02/04/2020
Often, a lot of what we see is an illusion - the way that your brain perceives images is often faulty. Not only does your brain have to flip what you are seeing, but you naturally try to find reference points from your past to compare to rather than actually seeing what is there. A lot of the time, what you are seeing, your brain is just estimating using a familiar backstory.
Read more...Published on 18/03/2020
At the heart of the concept of Superforecasting is the idea that anyone, anywhere, can do something unexpected, even remarkable. Something that was perceived by others to be impossible.
Read more...Published on 14/02/2020
If you go to the driving range and hit 200 hundred balls do you become a better golfer?
Read more...Published on 04/02/2020
The debate has raged for decades, and will in all likelihood continue to decades to come.
Read more...Published on 31/01/2020
You might imagine this is an easy question to answer, but it isn’t.
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