Category: Comment

Goodwill to all persons
Comment

Goodwill to all persons

Tony Boden- October 4, 2019

If you are thinking it is a little early to be talking about Christmas, then you are clearly not in the retail trade! But Lo, ... Read More

Risk management as a way of life
Comment

Risk management as a way of life

Graham Neary- October 2, 2019

This is a great 5-minute clip by Whitney Tilson, reflecting on and summarising what he has learned about risk management in his investing career. During ... Read More

Shifting Shares (30 Sep 2019) – Hopping the pond $UBER $NFLX #SXX
Comment, Small Cap

Shifting Shares (30 Sep 2019) – Hopping the pond $UBER $NFLX #SXX

Michael Taylor- September 29, 2019

The UK has plenty of shorting opportunities, but UK equities are not valued anywhere close to how Britain's colonial upstarts value theirs. Americans do love ... Read More

Patience is a virtue
Small Cap, Comment

Patience is a virtue

Tony Boden- September 26, 2019

Any value investor that has been around the block a few times will have no doubt trotted out this phrase a few times to justify ... Read More

Lessons from share-price falls in August #BUR #SHOE #IQE
Comment, Small Cap

Lessons from share-price falls in August #BUR #SHOE #IQE

Tony Boden- September 17, 2019

I'm continuing my quest to study the factors which create the biggest monthly fallers on the market. These factors are hardly radical or even particularly ... Read More

Cube Podcast #18: Why People Love and Hate Monopolies
Podcast, Comment

Cube Podcast #18: Why People Love and Hate Monopolies

Cube Investments- September 12, 2019

In this podcast, Andrew Latto of Fund Hunter and Graham chat about what they look for in shares. The discussion then moves on to funds ... Read More

Financial Statements Seminar – Last Chance!
Comment

Financial Statements Seminar – Last Chance!

Graham Neary- September 9, 2019

With less than two weeks to go until my Financial Statements Seminar in London, I thought I would take the opportunity to remind readers before ... Read More

Creating a new “Study List” – Low yielders for capital gains
Comment

Creating a new “Study List” – Low yielders for capital gains

Graham Neary- September 9, 2019

Every now and then I run a stock screen for new ideas, to refresh my ongoing research efforts. This week, I've been looking for profitable ... Read More

UK City Forum – Talk by Graham & the CEO of ROXi
Comment

UK City Forum – Talk by Graham & the CEO of ROXi

Graham Neary- September 5, 2019

This is an events update: on September 30th, I'll be speaking at the UK City Forum in London. While my topic is to be finalised, I ... Read More

Avoiding the Big Losers (July 2019) #SOM #BAG
Comment

Avoiding the Big Losers (July 2019) #SOM #BAG

Tony Boden- August 24, 2019

In a month that saw the FTSE All-Share up by 2%, there were 77 stocks which fell by 20% or more. This level seems remarkably ... Read More

Graham’s Investing Diary (19 August 2019) – My Disney Dream
Comment

Graham’s Investing Diary (19 August 2019) – My Disney Dream

Graham Neary- August 19, 2019

You may have noticed that my output was rather limited between mid-July and mid-August. This article explains where I was, what I was doing, and ... Read More

Tesla bulls versus NHTSA (and FTC, SEC, et cetera)
Comment

Tesla bulls versus NHTSA (and FTC, SEC, et cetera)

Graham Neary- August 15, 2019

The short thesis at Tesla has many dimensions. Beyond the arguments which rely on financial and industry analysis, and equity valuation, there are also a ... Read More

Cube Podcast #16: Burford bothers, Tesla troubles and Distil difficulties
Podcast, Comment

Cube Podcast #16: Burford bothers, Tesla troubles and Distil difficulties

Cube Investments- August 9, 2019

For this podcast, Graham was joined by Michael Taylor (@shiftingshares). We discuss Burford (BUR), Tesla (TSLA), Distil (DIS), Thomas Cook (TCG) and Fever-Tree (FEVR). Please ... Read More

Why is IT Binary?
Comment, Small Cap

Why is IT Binary?

Tony Boden- July 24, 2019

In my recent articles seeking themes in the worst losing shares each month, early on I observed that some industries were by their nature prone ... Read More

Stories from Shortville – Trimming my Texas Hedge $TSLA $TSLAQ
Comment

Stories from Shortville – Trimming my Texas Hedge $TSLA $TSLAQ

Graham Neary- July 16, 2019

Elon Musk demonstrated a neat turn of phrase when he said "Stormy weather in Shortville", back in April 2017. The share price at the time? ... Read More

Graham’s Investing Diary (9 July 2019) – H1 Portfolio Review
Comment, Small Cap

Graham’s Investing Diary (9 July 2019) – H1 Portfolio Review

Graham Neary- July 9, 2019

It's that time of the year when investors get their calculators out (or their Bloomberg terminals) and figure out how their H1 has transpired. I've ... Read More

What are penny stocks? – bonus interview at IG
Comment

What are penny stocks? – bonus interview at IG

Cube Investments- July 1, 2019

The Cube Midcap Report is back tomorrow, Tuesday. Until then, here's a clip of Graham being interviewed at IG with the simple topic - "What are ... Read More

Revolut threatening to disrupt AmEx $AXP
Comment

Revolut threatening to disrupt AmEx $AXP

Graham Neary- June 28, 2019

The Revolut app is amazing! It's the kind of app which should have existed long before now, enabling us to swap currencies at decent rates and ... Read More

Small-cap debate at IG with Graham Neary and Chris Boxall
Comment, Small Cap

Small-cap debate at IG with Graham Neary and Chris Boxall

Cube Investments- June 25, 2019

Jeremy Naylor at IG was joined for a discussion of small-cap stock picks by Graham Neary and Chris Boxall of Fundamental Asset Management. The video ... Read More

M’aidez m’aidez
Comment

M’aidez m’aidez

Tony Boden- June 21, 2019

<Editor's note - the Midcap Report is taking a break until next Wednesday, 26th June. For now, please enjoy this latest missive from Tony Boden.> The ... Read More

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