Author: Graham Neary
Wildly speculative crypto forecasts leave me cold
I admire entrepreneurs and technological pioneers. And I always try to keep an open mind when a new venture is launched - even if it's ... Read More
The Enduring Wisdom of Lindsell Train
An RNS passed by without much comment last week. It contained some gems of wisdom which I believe are worth repeating. The RNS in question ... Read More
Britvic (BVIC) – Squeezing out good results
Shares in the drinks company Britvic (BVIC) have broken out to a new high following the publication of full-year results (latest share price 857.5p, market ... Read More
Tales from the Balance Sheet (ShareSoc Masterclass)
These are the draft slides for the talk I delivered as part of the ShareSoc Masterclass in London this week. It was a privilege to ... Read More
Rightmove (RMV) – The “Google” of UK property portals
Rightmove (RMV), the well-known property portal, is a recent addition to my portfolio (latest share price 433p, market cap £3.88 billion). This is a stock ... Read More
Options strategies to consider after the latest hedge fund disaster
One of the more remarkable stories to emerge from the US in recent days has been the collapse of optionsellers.com, as it fell victim to ... Read More
CEO Pay – Good, Bad and Ugly Bonus Schemes (Manchester Investor Show)
On Friday, I had the privilege of addressing the Manchester Investor Show (twice!). My first presentation, entitled Hiding in Plain Sight, was a primer on CEO/Director ... Read More
Burberry (BRBY) – How exactly did it grow H1 EPS by 48%?
It's not every day of the week that a FTSE-100 company grows its earnings by almost 50%. And yet that's what Burberry (BRBY) has just ... Read More
Lancashire Holdings (LRE) – Optimism in the face of global calamity
As an investor, it's always nice to feel that your companies are doing something good for humanity. Insurance companies might not be the most obvious ... Read More
Thalassa (THAL) – Disturbing, spooky changes make it uninvestible
Bizarre changes at the holding company Thalassa could be sinister, irrelevant or have some benign explanation. After contacting Thalassa's Chairman, I'm still not entirely sure ... Read More
Turning your portfolio into an insurance operator by selling put options
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
Merlin Entertainments (MERL) – Rollercoaster for shareholders may have opened a value opportunity
Shares in Merlin Entertainments took another tumble this week, dropping 8% after a disappointing trading update (latest share price 340.7p, market cap £3,482 million). It ... Read More
Exclusive: Interview with Ron Series, Chairman of DX Group (DX)
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
Surveying the Wreckage – A Review of the AIM Sell-Off in early October 2018
The AIM All-Share Index is down by 10% in the past ten trading sessions. That means lots of pain for lots of investors. It also ... Read More
Lord Lee’s bottled wisdom is an unmissable treat
Book Review: How to Make a Million - Slowly © John Lee 2014. In almost any field of human endeavour, we do well by standing ... Read More
AA (AA.) – Understanding the debt load as both its share price and its customers suffer breakdown
The AA is a much-loved and classic British brand, but it has been an unsettling ride for shareholders since IPO at 250p in 2014 (latest ... Read More
888 (888) – Gambling giant offers tempting odds with 40% discount
A pattern has emerged such that a group of companies with the following shared characteristics has become superficially cheap: headquartered offshore cash-rich high-tech Israeli-controlled highly ... Read More
Tobacco Trends – A macro view suggests that demand will remain robust
Shareholders in British American Tobacco (BATS) and Imperial Brands (IMB) have been experiencing something they may have grown unaccustomed to: protracted share price declines. Both ... Read More