Category: Comment

Think of a number!
Comment

Think of a number!

Tony Boden- September 3, 2020

As a bit of a detour from individual stock analysis, I have spent some time recently revisiting my databases and some of the three-quarter baked ... Read More

Swords to Ploughshares – Buffett & Gold, UK Jobs Collapse, Tesla goes to the Moon
Comment

Swords to Ploughshares – Buffett & Gold, UK Jobs Collapse, Tesla goes to the Moon

Graham Neary- August 19, 2020

(Wizards of the Coast owns the copyright for the featured image above.) Hello there! I'm still here and just as committed to this website as ... Read More

Gold is now high yield! (versus Euros)
Comment

Gold is now high yield! (versus Euros)

Graham Neary- July 25, 2020

One of the strongest historical arguments against gold has been that it doesn't offer a yield. To counter that, gold bugs have pointed to the ... Read More

An exciting new hire at Cube.Investments
Comment

An exciting new hire at Cube.Investments

Graham Neary- July 18, 2020

Hi everyone, Apologies for my absence last week - I was under the weather. Normal service resumes on Monday. Thank you so much for your ... Read More

A good performance by the entire team – How I beat the FTSE by over 10%
Comment

A good performance by the entire team – How I beat the FTSE by over 10%

Graham Neary- July 12, 2020

As promised, here is the complete analysis of how my holdings have performed in H1 2020. It has been a rough stock market for UK-focused ... Read More

Mello Virtual – An online conference
Comment

Mello Virtual – An online conference

Graham Neary- July 8, 2020

Good morning folks, I've been working on some side-projects here, which has taken my eye off the ball as far as the Midcap Report and ... Read More

Half-time 2020 – Scores on the Doors
Comment

Half-time 2020 – Scores on the Doors

Graham Neary- July 4, 2020

What a crazy H1 that was! It's time to review how my top holdings have performed during one of the strangest periods in stock market ... Read More

Rebuttal on RBG & an announcement – Tune in tomorrow at 12!
Comment, Small Cap

Rebuttal on RBG & an announcement – Tune in tomorrow at 12!

Graham Neary- June 16, 2020

I've been away for two days. Sometimes I need to take a break, so that I can come back stronger. Tomorrow, I'm coming back with ... Read More

Is it buying time now?
Comment, Small Cap

Is it buying time now?

Tony Boden- June 10, 2020

My diversified, broadly market neutral long-short portfolio means that I do not have to get overly concerned about the level of the market overall. Nor ... Read More

Joel’s Resource Report – where are you invested? #SO4 #CAI #LGO #HUM #WAF
Small Cap, Comment

Joel’s Resource Report – where are you invested? #SO4 #CAI #LGO #HUM #WAF

Joel Deakin- June 1, 2020

A slightly different take on the Resources Report - where are you invested? Resource investors often find themselves investing in countries which bear little resemblance ... Read More

Cube Podcast #25: Central bank madness and economic dislocation
Podcast, Comment

Cube Podcast #25: Central bank madness and economic dislocation

Cube.Investments- May 21, 2020

Graham talks about the latest economic data and central bank outlook, and what it all means for investors. The upcoming events can be viewed here: ... Read More

Cube Podcast #23: Survival tips as darkness falls on our economies
Podcast, Comment

Cube Podcast #23: Survival tips as darkness falls on our economies

Cube.Investments- May 8, 2020

In this podcast, Graham talks about the economic and jobs collapse and some of the key concepts when figuring out the survival prospects at companies. ... Read More

Going digital with my good friend Tom W.
Comment

Going digital with my good friend Tom W.

Graham Neary- May 5, 2020

With all the real-life conferences being cancelled, Tom Winnifrith came up with the bright idea of running an online conference. I was happy to take ... Read More

Joel’s Resource Report – Guessing future demand #CAML #RRE #ATM
Small Cap, Comment

Joel’s Resource Report – Guessing future demand #CAML #RRE #ATM

Joel Deakin- April 27, 2020

In a world of contracting economies, is the demand for copper, oil or commodities really going to be at the levels they were pre-coronavirus? Looking ... Read More

An unusual bull indicator
Comment

An unusual bull indicator

Graham Neary- April 25, 2020

The pandemic situation has forced all of us to consider "macro" conditions to a much greater extent than usual. In the midst of all the ... Read More

Graham’s Investing Diary – A collection of fortresses
Comment, Small Cap

Graham’s Investing Diary – A collection of fortresses

Graham Neary- April 20, 2020

When the history books are written (or the Wikipedia entries), 2020 won't be remembered as a great year. The global health pandemic and the policy ... Read More

Joel’s Resource Report – Getting Trumped
Comment

Joel’s Resource Report – Getting Trumped

Joel Deakin- April 6, 2020

(The Midcap Report is back tomorrow. In the meantime, here are some comments from Joel on recent action in the oil space.) A few weeks ... Read More

Can you keep your head on the wall of worry?
Comment

Can you keep your head on the wall of worry?

Tony Boden- March 23, 2020

It has been fascinating over recent weeks and months to track investor sentiment. If blogs and bulletin boards are anything to go by, then there ... Read More

The Seminar is Back!
Comment

The Seminar is Back!

Graham Neary- March 16, 2020

With equity markets crashing all around us thanks to a global virus pandemic, this might not seem like the greatest timing to launch a new ... Read More

Joel’s Resource Report – Everything Must Go! #RRE #SO4
Small Cap, Comment

Joel’s Resource Report – Everything Must Go! #RRE #SO4

Joel Deakin- March 13, 2020

Well that escalated rather quickly! It was less than two weeks ago that I started dramatically altering the construction of my portfolio in light of ... Read More

Your Cart