Author: Graham Neary
Graham’s Investing Diary – New beginnings
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Cube Report (12 June 2021) – No reason to sell BATS
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
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
Meme stocks go big in Europe
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
Tidying up loose ends at one of my holdings
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
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
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
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!
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
Cube Report (21 May) – What is happening at PCF Bank?
In this article, I want to review and attempt to make sense of the news flow at PCF Bank (PCF). This has culminated in the ... Read More
Cube Report (20 May 2021) – Games Workshop remains a dream to own
Afternoon folks, It's my first daily report for a while. You'll be seeing a lot more of me around here now! For subscribers, I was ... Read More
Graham’s Investing Diary – Rightsizing my high-conviction trade
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Graham’s Investing Diary – What I’ve been doing
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Cube UK Report (19 Apr 2021) – Inflation and real growth at Kingspan
Hi folks, I'm pleased to say that Roland is back this week and will be helping out a few days every week (hopefully) for the ... Read More
Cube UK Report (15 Apr 2021) – Deliveroo delivers empty revenue
Hi folks, Let's take a look at the trading update from Deliveroo (ROO). As you probably know, this is one of the highest-profile IPOs in ... Read More
Next is special
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A wonderful time for gambling – this share is now a “bagger”
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Graham’s Investing Diary – My latest thoughts
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Joel’s Resource Report – Simec Atlantis
I trust you're all well and fingers crossed the market is delivering returns. For this week's resource report I thought I'd take a look at ... Read More
Reassuringly quiet at my largest holding
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