Category: Comment

Wildly speculative crypto forecasts leave me cold
Comment

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
Comment

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)
Comment

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
Comment

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
Comment

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

ShareSoc – the Share(ing) Society for the Private Investor
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ShareSoc – the Share(ing) Society for the Private Investor

Simon Hedger- October 18, 2018

I can't say hand on heart if it's true, but Buddah supposedly once said "There is no wealth like knowledge, and no poverty like ignorance". Billionaire investor and ... Read More

Potash – Demand for this fertiliser is likely to go in only one direction
Comment

Potash – Demand for this fertiliser is likely to go in only one direction

Joel Deakin- October 17, 2018

Potash has nothing to do with pot or cannabis although the FT did suggest that investors were smoking "African pot" when invested in the now ... Read More

Surveying the Wreckage – A Review of the AIM Sell-Off in early October 2018
Comment

Surveying the Wreckage – A Review of the AIM Sell-Off in early October 2018

Graham Neary- October 15, 2018

The AIM All-Share Index is down by 10% in the past ten trading sessions. That means lots of pain for lots of investors. It also ... Read More

Qualitative Investment Checklist – The Touchy Feely Stuff
Comment

Qualitative Investment Checklist – The Touchy Feely Stuff

Simon Hedger- October 8, 2018

The thought came to me the other day whilst discussing stocks with some investing friends that an investment ‘checklist’ is a really useful tool to ... Read More

Lord Lee’s bottled wisdom is an unmissable treat
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Lord Lee’s bottled wisdom is an unmissable treat

Graham Neary- October 5, 2018

Book Review: How to Make a Million - Slowly © John Lee 2014. In almost any field of human endeavour, we do well by standing ... Read More

Mid-cap stocks: an investment sweet spot
Comment

Mid-cap stocks: an investment sweet spot

Andrew Latto- October 5, 2018

The 25th March 1996 is the day that the AIM All-Share index was launched with a starting level of 1,000. The AIM index is up ... Read More

Tobacco Trends – A macro view suggests that demand will remain robust
Comment, FTSE 350

Tobacco Trends – A macro view suggests that demand will remain robust

Graham Neary- September 29, 2018

Shareholders in British American Tobacco (BATS) and Imperial Brands (IMB) have been experiencing something they may have grown unaccustomed to: protracted share price declines. Both ... Read More

Food still off in the dining sector
Comment, Small Cap

Food still off in the dining sector

Michael Taylor- September 24, 2018

Mention that you own shares in a restaurant stock and you’ll immediately be met with incredulous gazes and exclaims of horror. But is the restaurant ... Read More

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