Graham’s Investing Diary – New beginnings
Comment

Graham’s Investing Diary – New beginnings

Graham Neary- July 23, 2021

This is Gold content! Not logged in? Log in/Register. If you're logged in, you can unlock this post by upgrading to Gold Membership. Read More

Joel’s Resource Report – why I’m still holding #ARCM
Small Cap

Joel’s Resource Report – why I’m still holding #ARCM

Joel Deakin- July 19, 2021

At the time of writing the author holds a long position in Arc Minerals My portfolio performance continues to be about as inspiring as eating ... Read More

Cube Report (19 July 2021) – Ultra Electronics puts up a strong defence
Midcap

Cube Report (19 July 2021) – Ultra Electronics puts up a strong defence

Roland Head- July 19, 2021

Good morning, it's Roland here with today's Cube Report. On my list for today are half-year results from FTSE 250 defence group and possible bid ... Read More

Joel’s Resource Report – the best earn-in in the business?! #IRR
Small Cap

Joel’s Resource Report – the best earn-in in the business?! #IRR

Joel Deakin- July 9, 2021

At the time of writing the author holds a long position in the stock discussed. Hi all, I'm writing this article after a long day ... Read More

Joel’s Resource Report – grab em whilst you can #SQZ
Small Cap

Joel’s Resource Report – grab em whilst you can #SQZ

Joel Deakin- July 1, 2021

At the time of writing the author has a long position in Serica Energy. Hi all, I've struggled a little with inspiration the past few ... Read More

Cube Report (30 June 2021) – Dixons Carphone hits the right numbers
Midcap

Cube Report (30 June 2021) – Dixons Carphone hits the right numbers

Roland Head- June 30, 2021

Good morning, it's Roland here with today's Cube Report. After yesterday's dive into small-cap territory, I'm pleased to report that there are some larger companies ... Read More

Cube Report (29 June 2021) – No Christmas cheer for Appreciate
Small Cap

Cube Report (29 June 2021) – No Christmas cheer for Appreciate

Roland Head- June 29, 2021

Good morning, it's Roland here with today's Cube Report. It's a fairly quiet time for midcap news as we approach the end of the month ... Read More

Cube Report (21 June 2021) – Morrisons goes on sale
Midcap

Cube Report (21 June 2021) – Morrisons goes on sale

Roland Head- June 21, 2021

Good morning, it's Roland here with today's Cube Report. A couple of interesting stories have caught my eye this morning: Morrisons (MRW) - the UK's third-largest ... Read More

Cube Report (14 June 2021) – Saga is ready to set sail
Midcap

Cube Report (14 June 2021) – Saga is ready to set sail

Roland Head- June 14, 2021

Good morning, it's Roland here with today's Cube Report. It looks like the 21 June date for lifting Covid-19 restrictions in England will be delayed ... Read More

Cube Report (12 June 2021) – No reason to sell BATS
UK, Midcap

Cube Report (12 June 2021) – No reason to sell BATS

Graham Neary- June 12, 2021

Hi everyone, Here's a quick, ad hoc report to catch up on the BATS announcement mid-week. Disclosure: I'm a long-suffering BATS shareholder. I bought in at ... Read More

Graham’s Investing Diary – Sizing up an amazing short opportunity
US, Comment

Graham’s Investing Diary – Sizing up an amazing short opportunity

Graham Neary- June 11, 2021

In this article, Graham explores the latest news surrounding the high-conviction trade he is running. He also, for the first time, covers a new shorting ... Read More

Cube Report (7 June 2021) – Property stocks send mixed messages
Midcap

Cube Report (7 June 2021) – Property stocks send mixed messages

Roland Head- June 7, 2021

Good morning, it's Roland here with Monday's Cube Report. The last year has seen some big moves in the stock market. Some stocks have performed ... Read More

Meme stocks go big in Europe
Comment

Meme stocks go big in Europe

Graham Neary- June 5, 2021

For the past little while, I've been receiving email updates from German-Dutch discount broker DEGIRO. It's been fun to read their summaries of trading across ... Read More

Joel’s Resource Report – Sharpening your tools #BMN #N4P
Small Cap

Joel’s Resource Report – Sharpening your tools #BMN #N4P

Joel Deakin- June 5, 2021

This is Gold content! Not logged in? Log in/Register. If you're logged in, you can unlock this post immediately by upgrading to Gold Membership. Read More

Tidying up loose ends at one of my holdings
Small Cap

Tidying up loose ends at one of my holdings

Graham Neary- June 4, 2021

In this article, Graham reviews the situation at a holding he wrote about several times last year. As its natural life draws gradually to an ... Read More

Graham’s Investing Diary – Running out of space for all my ideas
Comment

Graham’s Investing Diary – Running out of space for all my ideas

Graham Neary- June 3, 2021

In this article, Graham explores the subject of portfolio concentration and asks: could it be the right time to ditch a few positions? Is he ... Read More

Cube Report (28 May) – Annual Results at my top holding
UK, Small Cap

Cube Report (28 May) – Annual Results at my top holding

Graham Neary- May 28, 2021

Morning everyone, An interesting day for the portfolio as my top equity holding releases annual results. I'm talking about Volvere (VLE). The shares are up ... Read More

Cube Report (27 May 2021) – Getting it wrong with C&C
UK, Midcap

Cube Report (27 May 2021) – Getting it wrong with C&C

Graham Neary- May 27, 2021

Hi everyone, It's time to put my hands up and say "I got it wrong" with one of the shares I bought in 2019. C&C ... Read More

Graham’s Investing Diary – This hedge fund hero is copying me!
Small Cap

Graham’s Investing Diary – This hedge fund hero is copying me!

Graham Neary- May 26, 2021

In this article, Graham provides the latest updates on his high-conviction trade ideas, and finds three striking similarities between his own portfolio and that of ... Read More

Joel’s Resource Report – Sinking to Atlantis #SAE $PERU #PTAL #BMN $LGO
Small Cap

Joel’s Resource Report – Sinking to Atlantis #SAE $PERU #PTAL #BMN $LGO

Joel Deakin- May 26, 2021

This is Gold content! Not logged in? Log in/Register. If you're logged in, you can unlock this post immediately by upgrading to Gold Membership. Read More

Your Cart