Keith Ashworth-Lord & the Buffett way: Part 3: Growth vs Quality
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Keith Ashworth-Lord & the Buffett way: Part 3: Growth vs Quality

Andrew Latto- October 25, 2018

Investors often appear to focus on growth rather than quality.  However, any business can create growth. The hard part is to grow a business while ... Read More

Cube Midcap Report (21 Aug 2019) – Persimmon Performs #PSN #OSB #CCFS
FTSE 350

Cube Midcap Report (21 Aug 2019) – Persimmon Performs #PSN #OSB #CCFS

Graham Neary- August 21, 2019

Good morning! The midcap report is back this week. Today (Wednesday), I'm catching up on Persimmon from yesterday and then covering: One Savings Bank(OSB)  - ... Read More

Arc Minerals – Cashed up and ready to drill! #ARCM
Small Cap

Arc Minerals – Cashed up and ready to drill! #ARCM

Joel Deakin- February 22, 2019

Since I covered Arc Minerals earlier this month, there have been a number of developments: a placing at 3p, splitting of the Zamsort acreage and ... Read More

What can we learn from the demise of Bonmarché? #BON
Small Cap

What can we learn from the demise of Bonmarché? #BON

Tony Boden- October 21, 2019

On Friday (18th October) it was revealed that the fashion retailer Bonmarché (formerly listed as BON) had gone into administration. Readers may recall that Bonmarché ... Read More

Stories from Shortville – Trimming my Texas Hedge $TSLA $TSLAQ
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Stories from Shortville – Trimming my Texas Hedge $TSLA $TSLAQ

Graham Neary- July 16, 2019

Elon Musk demonstrated a neat turn of phrase when he said "Stormy weather in Shortville", back in April 2017. The share price at the time? ... Read More

RockRose Energy (RRE) – If Carlsberg did acquisition updates
Small Cap

RockRose Energy (RRE) – If Carlsberg did acquisition updates

Joel Deakin- October 16, 2018

Since covering Rockrose a few weeks ago (here), its shares are up over 15% and were briefly above 600p a share following the Dyas acquisition ... Read More

Shifting Shares (24 June 2019) – Sunset for risk-on #FUTR #IGR
Small Cap

Shifting Shares (24 June 2019) – Sunset for risk-on #FUTR #IGR

Michael Taylor- June 24, 2019

Future (FUTR) It would not be right to not start this report without briefly covering Future plc. This has been a printer for me over ... Read More

The Art of Execution – What to do when you’re winning
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The Art of Execution – What to do when you’re winning

Graham Neary- February 21, 2019

If you read the first part of this review, you won't be expecting me to lavish much praise on this book in the conclusion. But it ... Read More

How to get free stock market data in Excel: an illustrated guide
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How to get free stock market data in Excel: an illustrated guide

Graham Neary- December 13, 2018

Until now, getting stock market quotes in Excel has required some combination of technical expertise and specialist financial software. Not any more! I was both ... Read More

On the Beach (OTB) – Assessing the moat
FTSE 350

On the Beach (OTB) – Assessing the moat

Andrew Latto- November 15, 2018

On the Beach (OTB) is an online travel agent (OTA) focused on beach package holidays in Europe. The company’s track record is impressive with revenue ... Read More

Are any good companies buying back their own shares?
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Are any good companies buying back their own shares?

Graham Neary- January 11, 2019

Buybacks are a great source of controversy in the investment community - some, like me take a generally positive view, while others tend to be ... Read More

Infrastrata (INFA) – Gas-powering my portfolio
Small Cap

Infrastrata (INFA) – Gas-powering my portfolio

Joel Deakin- January 23, 2019

Infrastrata (INFA) is an AIM listed company which owns the Islandmagee salt cavern gas storage project in Northern Ireland (latest share price 1.435p, market cap ... Read More

Falanx (FLX) – A buy and build play in an industry ripe for consolidation
Small Cap

Falanx (FLX) – A buy and build play in an industry ripe for consolidation

Michael Taylor- October 23, 2018

Falanx Group provides global cyber security and intelligence services, working with blue-chip and government clients. The company is now embarking on a buy and build ... Read More

Exclusive: Interview with Ron Series, Chairman of DX Group (DX)
Small Cap

Exclusive: Interview with Ron Series, Chairman of DX Group (DX)

Graham Neary- October 17, 2018

DX Group (DX), the logistics business offering a range of delivery services, has been recapitalised and refreshed with a new management team over the past year. ... Read More

Graham’s Investing Diary (19 June 2019) – Fireworks at last
Comment, Small Cap

Graham’s Investing Diary (19 June 2019) – Fireworks at last

Graham Neary- June 19, 2019

There were no trades in my portfolio for nearly two months, but the calm was shattered last week by some unexpected bad news and a ... Read More

The Dirty (Half) Dozen – Simon’s updates for 2019 YTD
Small Cap

The Dirty (Half) Dozen – Simon’s updates for 2019 YTD

Simon Hedger- March 20, 2019

What a year 2019 has been so far! I wont mention the 'B' word that has occupied much of the news and social media airtime so ... Read More

Hydrodec (HYR) – Am I nuts for buying back in?
Small Cap

Hydrodec (HYR) – Am I nuts for buying back in?

Joel Deakin- October 11, 2018

This week, Hydrodec announced a discounted placing at its lowest price ever of 0.75p - this is a circa 40% discount to the share price ... Read More

Zotefoams – What The Foam? #ZTF
Small Cap

Zotefoams – What The Foam? #ZTF

Vivek- October 8, 2019

InIntroduction Zotefoams manufacture and sell foam. The two key segments representing 98% of turnover are the Polyolefin and High Performance Products. The company has been ... Read More

Mkango Resources (MKA) – Fully-funded to explore for magnets
Small Cap

Mkango Resources (MKA) – Fully-funded to explore for magnets

Joel Deakin- November 29, 2018

Mkango Resources is an AIM/TSX listed exploration company with assets in the Republic of Malawi. Its primary asset is the 80%-owned Songwe Hill Rare Earth ... Read More

Turning your portfolio into an insurance operator by selling put options
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Turning your portfolio into an insurance operator by selling put options

Graham Neary- October 29, 2018

Health warning: options are risky business. They can cause significant losses and blow up your entire portfolio if you get them wrong. In fact, they ... Read More

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