Author: Graham Neary
Cube Midcap Report (21 Aug 2019) – Persimmon Performs #PSN #OSB #CCFS
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
Graham’s Investing Diary (19 August 2019) – My Disney Dream
You may have noticed that my output was rather limited between mid-July and mid-August. This article explains where I was, what I was doing, and ... Read More
Tesla bulls versus NHTSA (and FTC, SEC, et cetera)
The short thesis at Tesla has many dimensions. Beyond the arguments which rely on financial and industry analysis, and equity valuation, there are also a ... Read More
Cube Midcap Report (9 Aug 2019) – #WMH #WPP #BUR
Good morning! There has been more Burford news flow over the past 24 hours, which I might cover, but I also want to look at: ... Read More
Cube Midcap Report (8 Aug 2019) – BUR, HL, CCH, CINE
Good morning! After a few remarks on Burford, I am looking at: Hargreaves Lansdown (HL.) - Final results Coca Cola HBC (CCH) - Half year ... Read More
Cube Midcap Report (7 Aug 2019) – Burford unravels #BUR
Good morning! Today I'm looking at Burford. Later in the week on a quiet day, I may cover these companies: Flutter Entertainment - Half year ... Read More
Cube Midcap Report (6 Aug 2019) – DOM, ROR, RR
Good morning! Welcome back to the Cube Midcap Report. Today I'm looking at: Domino's Pizza (DOM) - interim results Rotork (ROR) - half year results ... Read More
Cube Midcap Report (18 July 2019) – MONY
Good morning! Our Midcap Report is back today with a short look at results from Moneysupermarket.com. MoneySupermarket.com (MONY) Share price: 390p (-3%) Market cap: £2,090 ... Read More
Stories from Shortville – Trimming my Texas Hedge $TSLA $TSLAQ
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
What financial failure looks like #TCG
This is a great video from the CEO and CFO of Thomas Cook, explaining what the recapitalisation of Thomas Cook (TCG) means for shareholders (hat-tip ... Read More
Graham’s Investing Diary (9 July 2019) – H1 Portfolio Review
It's that time of the year when investors get their calculators out (or their Bloomberg terminals) and figure out how their H1 has transpired. I've ... Read More
Cube Midcap Report (4 July 2019) – CCR, PSH
Good morning! Happy 4th of July to our American friends. Today I plan to look at: C&C (CCR) - AGM Statement Pershing Square Holdings (PSH) ... Read More
Cube Midcap Report (3 July 2019) – ITE, ECM, JD, SBRY
Good morning! We just have a few trading updates to cover today. ITE Group (ITE) - trading update Electrocomponents (ECM) - trading statement JD Sports ... Read More
Cube Midcap Report (2 July 2019) – PLUS, FCH, WIZZ, TRN, MRW
Good morning! Welcome back to the Cube Midcap Report. Today, I plan to look at: Plus500 (PLUS) - Half-year Trading Update Funding Circle (FCH) - ... Read More
Revolut threatening to disrupt AmEx $AXP
The Revolut app is amazing! It's the kind of app which should have existed long before now, enabling us to swap currencies at decent rates and ... Read More
Report from the Volvere AGM, June 2019 #VLE
These are my notes from the Volvere (VLE) AGM which took place on June 24, 2019. Volvere is by by some distance the largest single ... Read More
Graham’s Investing Diary (19 June 2019) – Fireworks at last
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
Cube Midcap Report (Tue 18 June 2019) – AHT, SAFE
Good morning! Today we have: Ashtead (AHT) - Final Results Safestore (SAFE) - Interim Results Ashtead Group Share price: £20.245 (+3%) Market cap: £9,440 million ... Read More
Cube Midcap Report (Mon 17 June 2019) – BAB, SCIN, BATS
Good morning folks, This is the Cube Midcap Report for Monday, 17th June. Some news for us today: Babcock International (BAB) - Statement regarding media ... Read More
Cube Midcap Report (Fri 7 June 2019) – GAW, BAG, AJB
Good morning! Today we have: Games Workshop (GAW) - Trading update Barr (BAG) - Investment in Stryyk AJ Bell (AJB) - Result of placing Games ... Read More