Category: Comment

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

Hedging My Virus Bets
Comment

Hedging My Virus Bets

Joel Deakin- March 3, 2020

After last week's horrendous losses, I spent the entire weekend reflecting, thinking and analysing the macro picture. This led me to two conclusions: 1. A ... Read More

YouTube channels definitely worth subscribing to
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YouTube channels definitely worth subscribing to

Graham Neary- February 18, 2020

Hi folks, the company news didn't excite me on Tuesday. Instead, I thought I'd take a few minutes to show you some YouTube channels I've ... Read More

Crisis investing – the best strategies for the worst times
Comment

Crisis investing – the best strategies for the worst times

Vivek Sharma- February 14, 2020

Because I am a nerd, I sometimes go to a monthly quant meet up, where some superstar quants from superstar managers present their strategies. On ... Read More

Cube Podcast #21: Paul Hill talks Boeing, Bitcoin & more!
Podcast, Comment

Cube Podcast #21: Paul Hill talks Boeing, Bitcoin & more!

Cube.Investments- February 6, 2020

In this podcast, Graham was joined by Paul Hill, professional investor and analyst. He can be found on Twitter at this link. Graham and Paul ... Read More

Mixing Drinks – Not so bad after all!
Comment, FTSE 350

Mixing Drinks – Not so bad after all!

Vivek Sharma- January 30, 2020

Today I want to take a look at the beverage sector - a number of have reported results recently. In my humble opinion, in the ... Read More

Graham’s Investing Diary – Stocks get chopped in favour of home equity
Comment, Small Cap

Graham’s Investing Diary – Stocks get chopped in favour of home equity

Graham Neary- January 22, 2020

The day finally arrived when I needed to raise cash for an upcoming house purchase. On Tuesday, I swung into action and chopped three companies ... Read More

2020 Outlook: Danger ahead
Comment, Small Cap

2020 Outlook: Danger ahead

Vivek Sharma- January 14, 2020

This week, the World Bank reduced the global growth outlook. The speed of recovery on the back of reduced trade tensions is turning out to ... Read More

2019 – The best of times, The worst of times
Comment

2019 – The best of times, The worst of times

Vivek Sharma- January 1, 2020

Happy New Year (or end of old year, depending on pixel time)! I was looking forward to writing this article and singing about what has ... Read More

Simon’s 2019 Year End Review – What a Year!
Comment, Small Cap

Simon’s 2019 Year End Review – What a Year!

Simon Hedger- December 20, 2019

Whilst dominated by lots of negative news including political shenanigans (May out / Boris In), Brexit, and a string of high street businesses going to ... Read More

Diving in the Maldives – ESG & The Power of Incentives
Comment

Diving in the Maldives – ESG & The Power of Incentives

Vivek Sharma- December 19, 2019

I am coming to the end of my holidays, where I spent a week scuba diving on a boat around the Maldives and then a ... Read More

Increasing my Google investment $GOOGL
Comment

Increasing my Google investment $GOOGL

Graham Neary- December 9, 2019

I've just increased my exposure to Google's parent company, Alphabet, Inc ($GOOGL), but not in the way you might imagine. As noted previously, I've been a ... Read More

The bank account: a surprisingly complicated financial instrument
Comment

The bank account: a surprisingly complicated financial instrument

Graham Neary- November 29, 2019

This topic isn't related to any particular share, but I thought it might be worth a blog post nonetheless. It's a topic which most people, ... Read More

Making your own parachute: the merits of self-insurance
Comment

Making your own parachute: the merits of self-insurance

Graham Neary- November 22, 2019

This article will be a little different to our usual material. I want to talk (in very broad terms) about whether more of us should ... Read More

IFRS 16 – a practical guide to lease accounting
Comment

IFRS 16 – a practical guide to lease accounting

Graham Neary- November 12, 2019

Those of you who can't make it to Mello can still view the slides for my IFRS 16 talk, scheduled for later today. Indeed, I'm ... Read More

Come and see us at Mello!
Comment

Come and see us at Mello!

Cube.Investments- November 10, 2019

Cube.Investments will be making an appearance at Mello London in Chiswick this year. It's 20 miles from Heathrow, in case you're wondering! Here's a link ... Read More

Graham’s Investing Diary (8 Nov 2019) – Into the breach #GAW
Comment, FTSE 350

Graham’s Investing Diary (8 Nov 2019) – Into the breach #GAW

Graham Neary- November 8, 2019

I've already written a Diary note this week, but here's another one. I want to let you know about my latest investment, and inform you ... Read More

Graham’s Investing Diary (4 Nov 2019) – Bricks and Mortar $TSLA $BRK
Comment

Graham’s Investing Diary (4 Nov 2019) – Bricks and Mortar $TSLA $BRK

Graham Neary- November 4, 2019

There has been a severe lack of trading in the portfolio since my last missive, but my portfolio has changed in a noteworthy way. A ... Read More

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