Author: Graham Neary
Late bubble investing at its finest $TSLA $TSLAQ
Tesla will host an "Autonomy Investor Day" on April 22, hoping to convince Wall Street that it deserves to be valued like Lyft (just IPO'd ... Read More
Eurasian mystery solved – and another warning about foreign shares #DPEU
In my recent article regarding DP Eurasia, I noted this unusual footnote to the company's preliminary results, released on April 4th: DP Eurasia shareholder Fides Food ... Read More
New, exotic IPOs require caution
One of the things that happens when you're trawling the RNS feed every morning is that you end up reading about strange and wonderful IPOs. ... Read More
AA still looks like a private equity accident #AA
It's been a while since I last covered the AA (latest share price 80p, market cap £490 million), whose shares were thrust onto the stock market ... Read More
888 teases shareholders with the prospect of big buybacks
One of the holdings in my portfolio which I'm currently feeling most optimistic about is 888 (latest share price 162p, market cap £595 million or ... Read More
Graham’s Investing Diary (6 April 2019) – Slowly, Slowly
It's been just over a month since my last update, so it feels like a good time to give you an update on my recent ... Read More
7 Signs of Ethical Collapse at Tesla $TSLA $TSLAQ
A book published in 2006 has recently resurfaced in the context of Tesla (TSLA) (latest share price $268, market cap $46 billion). The book is titled ... Read More
DP Eurasia – Lots of adj. EBITDA, still waiting on big profits #DPEU
For the second day in a row, I am reporting on a holding in my portfolio whose profitability is in doubt. This feels quite unusual! ... Read More
CMC Markets – The glass is only half-empty #CMCX
The latest trading update from CMC won't have any shareholders (like me) jumping for joy. It's another profit warning (latest share price 79.65p, market cap ... Read More
Loungers tests demand for bar and restaurant shares #RBG #FUL
Over-capacity in UK bars and restaurants is widely acknowledged. Intense competition, declining footfall and rising costs (combined from time to time with failures of management) ... Read More
A.G. Barr – Lots in the bag for shareholders #BAG
This is just a very quick note on A.G. Barr, the Glasgow-based drinks company. It announced final results on Tuesday which were well-received by the ... Read More
Musk’s lawyers mount a spirited defense
It's not my intention at all that this should become some sort of Tesla blog, but the news has come thick and fast in recent ... Read More
Tesla bull blames chaotic strategy on lack of capital
One of the few Tesla bulls I really enjoy listening to is Galileo at Hyperchange TV. He has done a huge amount of research into ... Read More
Tesla’s Tapestry of Red Flags $TSLA $TSLAQ
This is an unedited clip of my live-stream in the Cube Investments chat room on Wednesday, 13th March. I discuss a wide range of red ... Read More
Looking to gain confidence with financial statements? Let me help!
My next Financial Statements Seminar is coming up on May 11, 2019. It will be the biggest one yet, incorporating all of the lessons I've learned from ... Read More
Northamber reminds us why deep value is so difficult #NAR
Deep value investors along with some regular bystanders have been pulling their hair out for years when it comes to Northamber (latest share price 28p, ... Read More
C&C – Shares neglected as ghost of Conviviality returns to life #CCR
One of the RNS announcements which caught my eye today was this little update from C&C (latest share price €3.21, market cap €1,000 million). As ... Read More
British American Tobacco – Flickers of optimism #BATS
It has been a torrid two years in which to be a BATS shareholder (latest share price £30.50, market cap £70 billion). From a personal ... Read More
Graham’s Investing Diary (5 March 2019) #BRBY #NXT #PCF #CMCX
While my complete portfolio is available on my Twitter feed, I'd like to talk through what's happening with the portfolio in detail and lay out ... Read More
Copying Warren Buffett’s structural advantages – including his “secret” one
Over the weekend, Berkshire Hathaway published its latest annual shareholder letter. While Buffett's views on the American economy and the latest accounting rules might be ... Read More