UK 12:12 Wednesday, 7 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
Perhaps the great Warren Buffett’s most well-known investment saying is ‘to be fearful when others are greedy and to be greedy when others are fearful’. With the tariffs chaos unleashed by Donald Trump, it has recently largely been fear which has reigned on global stock markets and, considering the roots of that fear, that is particularly so on global trade volumes. However, Trump’s subsequent moves already suggest the fear is likely overdone and we, therefore, now look to be greedy amidst the logistics sector fear with a business whose shares were already valuing it at a material discount to its end-2024 £4.6 billion European Public Real Estate Association (EPRA)-basis Net Tangible Assets.
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