Category: Comment

I like to be in America – Top 20 US shares for UK/Euro investors (Part 2)
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I like to be in America – Top 20 US shares for UK/Euro investors (Part 2)

Graham Neary- February 16, 2019

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I like to be in America – Top 20 US shares for UK/Euro investors (Part 1)
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I like to be in America – Top 20 US shares for UK/Euro investors (Part 1)

Graham Neary- January 21, 2019

The USA accounts for something like a third of total stock market capitalisation - worth more than all of the major European markets put together. ... Read More

What Peter Thiel and Richard Branson have in common
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What Peter Thiel and Richard Branson have in common

Graham Neary- January 14, 2019

While on holidays in Greece over the past week, I managed to finish reading Zero to One by Peter Thiel. It's an easy read - less ... 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

My New Year’s Resolution (with the help of a business visionary)
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My New Year’s Resolution (with the help of a business visionary)

Graham Neary- January 8, 2019

My New Year's Resolution is to move up the quality spectrum with my investment portfolio. But what does this really mean? I'm going to answer ... Read More

2018 Recap & Overview of My Top 5 Holdings (RRE, BMN, ARCM, INFA, SO4)
Comment, Small Cap

2018 Recap & Overview of My Top 5 Holdings (RRE, BMN, ARCM, INFA, SO4)

Joel Deakin- January 2, 2019

In Q4, I penned some thoughts on investing and how I’d successfully lost money on AIM during the course of 2018. Since that time the ... Read More

2018 reflections: inactivity pays dividends
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2018 reflections: inactivity pays dividends

Andrew Latto- December 27, 2018

It is the season for reflections and resolutions. My main takeaway from 2018 is that it really does pay to do nothing most of the ... Read More

2018 – My Best Year Ever
Comment, Small Cap

2018 – My Best Year Ever

Simon Hedger- December 20, 2018

2018 has turned out to be my best year ever. As famed billionaire investor and philanthropist Charlie Munger once said “Develop into a lifelong self-learner ... 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

Wildly speculative crypto forecasts leave me cold
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Wildly speculative crypto forecasts leave me cold

Graham Neary- December 6, 2018

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
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The Enduring Wisdom of Lindsell Train

Graham Neary- December 4, 2018

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

Tales from the Balance Sheet (ShareSoc Masterclass)
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Tales from the Balance Sheet (ShareSoc Masterclass)

Graham Neary- November 29, 2018

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

Options strategies to consider after the latest hedge fund disaster
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Options strategies to consider after the latest hedge fund disaster

Graham Neary- November 20, 2018

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)
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CEO Pay – Good, Bad and Ugly Bonus Schemes (Manchester Investor Show)

Graham Neary- November 12, 2018

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

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

Domino’s Pizza: An introduction to this high-performing pizza giant
Comment, FTSE 350

Domino’s Pizza: An introduction to this high-performing pizza giant

Andrew Latto- October 26, 2018

Domino’s Pizza overtook Pizza Hut earlier this year to become the world’s largest pizza seller. The group offers investors a simple store rollout story in ... Read More

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

Losing money on AIM
Comment, Small Cap

Losing money on AIM

Joel Deakin- October 24, 2018

As I'm on my way to India for a couple of weeks' holiday, I've found myself looking back on the decisions I've made during 2018. ... Read More

Keith Ashworth-Lord and the Buffett way: Part 2 – Quality Investing
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Keith Ashworth-Lord and the Buffett way: Part 2 – Quality Investing

Andrew Latto- October 22, 2018

Keith Ashworth-Lord is a quality investor through and through.  Quality investors like to do their homework and figure out whether a company is adding value.  ... Read More

Keith Ashworth-Lord and the Buffett way: Part 1 – The fund
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Keith Ashworth-Lord and the Buffett way: Part 1 – The fund

Andrew Latto- October 19, 2018

The fund manager Keith Ashworth-Lord has handsomely beaten the market since since he started his Buffettology fund in March 2011. His investment approach is mapped ... Read More

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