Tag: vle
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
An unusual bull indicator
The pandemic situation has forced all of us to consider "macro" conditions to a much greater extent than usual. In the midst of all the ... 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
Volvere – In the right place at the right time #VLE
Throughout this economic and financial disaster, I've taken solace from my conviction in my top 5 portfolio holdings. These 5 companies add up to nearly ... Read More
Selling into Simon Thompson & the PLC that hates its own shareholders
In this latest podcast, Graham talks about the "Simon Thompson effect" on share prices, Northamber (NAR), and the astonishing RNS from Tandem Group (TND), where ... 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
Report from the Volvere AGM, June 2019 #VLE
These are my notes from the Volvere (VLE) AGM which took place on June 24, 2019. Volvere is by by some distance the largest single ... Read More