Category: Comment
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
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
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
Don’t count your chickens – even when they have hatched #FTC #IQE
Everyone loves the idea of that one stellar multi-bagger that makes their fortune don’t they? Even though I think there are easier and safer ways ... 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
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
The Art of Execution – What to do when you’re winning
If you read the first part of this review, you won't be expecting me to lavish much praise on this book in the conclusion. But it ... Read More
The Art of Execution – What to do when you’re losing
This will be the first half of a review of The Art of Execution by Lee Freeman-Shor. The book deserves five stars for its title, which is ... Read More
I like to be in America – Top 20 US shares for UK/Euro investors (Part 2)
This is Gold content! Not logged in? Log in/Register. If you're logged in, you can unlock this post by upgrading to Gold Membership. Read More
I like to be in America – Top 20 US shares for UK/Euro investors (Part 1)
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
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?
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)
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)
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
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