Tag: rmv
A good performance by the entire team – How I beat the FTSE by over 10%
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
Cube Midcap Report (23 June 2020) – Rightmove plans a route back to normal
Good morning! Announcement - the live stream is back tomorrow. If you have suggestions for what you want me to cover, let me know in ... Read More
Cube Midcap Report (27 March 2020) – Next shuts up shop #NXT #DOM #CCH
Good morning! On the menu today we have: Next (NXT) Domino's Pizza Coca-Cola HBC (CCH) Rightmove (RMV) The FTSE is off by nearly 4% to ... Read More
Cube Midcap Report (28 Feb 2020) – Airlines face bumpy landing #IAG #EZJ #RMV #PLUS #JUP
Good morning! It's Roland here with today's Midcap report. It's been an eventful week on the stock market. There have been a deluge of FTSE ... Read More
Cube Midcap Report (2 Jan 2020) – Enjoying the ride at Rightmove #IPO #RMV
Good morning and welcome to 2020 at Cube.Investments! We've already had full-year reviews and annual round-ups by Simon, Joel and Vivek, and I will publish ... Read More
Shifting Shares (13 November 2019) – The Mello Effect #BMY #RMV
Unless you've been living in a bubble recently, you'll be aware that it's Mello this week. Cube will be presenting on Wednesday at 16:50, so ... Read More
Cube Podcast #18: Why People Love and Hate Monopolies
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
Cube Midcap Report (26 July 2019) – RMV, VOD, CVSG, IMI
Good morning, it's Roland here with today's Midcap Report. The weather may be cooling off but it looks like another busy day for news. Here ... Read More
My New Year’s Resolution (with the help of a business visionary)
My New Year's Resolution is to move up the quality spectrum with my investment portfolio. But what does this really mean? I'm going to answer ... Read More
GoCompare.com (GOCO) – Some fascinating share price comparisons
As the stock market has shuddered in recent weeks and months, I've been eager to find companies on my watchlist whose share prices have been ... Read More
Integrafin (IHP) – New FTSE-250 financial shows signs of promise
The name of this company will be enough to send many investors to sleep. Indeed, it sounds more like a sleeping tablet than a promising ... Read More
Tales from the Balance Sheet (ShareSoc Masterclass)
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
Rightmove (RMV) – The “Google” of UK property portals
Rightmove (RMV), the well-known property portal, is a recent addition to my portfolio (latest share price 433p, market cap £3.88 billion). This is a stock ... Read More
Quality Big-Caps: Our Selection of the Biggest and Best
With the FTSE still trading around the bottom end of its range and having provided plenty of disappointment in recent months, some investors may have ... Read More
Mid-cap stocks: an investment sweet spot
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