Tag: hat
Half-time 2020 – Scores on the Doors
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
Graham’s Investing Diary – A collection of fortresses
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
In defense of short-term lending #HAT
Many of you will know that I'm a long-term shareholder in H&T (HAT). These shares recently got whacked by the news that the FCA was ... Read More
Graham’s Investing Diary (19 August 2019) – My Disney Dream
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
Graham’s Investing Diary (9 July 2019) – H1 Portfolio Review
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
Small-cap debate at IG with Graham Neary and Chris Boxall
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
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
CEO Pay – Good, Bad and Ugly Bonus Schemes (Manchester Investor Show)
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