Cube Investments

By Cube Investments

Financial analysis the way it should be. No sponsorship, no advertising. Candid views from real investors. We don’t offer advice - always do your own research.... more

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FAQs about Cube Investments:

How many episodes does Cube Investments have?

The podcast currently has 23 episodes available.

Cube Investments episodes:

February 28, 2019 Cube Podcast #13: Neil Johnson, Duke Royalty (DUKE)
For this podcast, Graham was pleased to be joined by Neil Johnson, Executive Director and CEO of Duke Royalty (DUKE) (latest share price 41.4p, market cap £83 million).
Duke is “a Guernsey-based diversified royalty investment company. The Company specializes in diversified royalty financing and provides alternative capital solutions to a diversified range of businesses in Europe and abroad”.
Podcast index:
0:00 Background to Duke.
04:00 Nature of the product.
08:00 Protection in defaults.
13:00 Capital Step acquisition
17:00 Features of CS investments
24:00 Portfolio diversification and growth
27:00 Miriad Products & Duke’s equity holdings
38:00 Dividend policy
46:00 Duke’s debt facility
Please note the important disclaimer which applies to all of the content on this website, positioned just below this article.

At the time of publication, Graham Neary has a long position in DUKE.
...more
51min
February 26, 2019 Cube Podcast #12: Joel, the Investment Connoisseur
In this edition, Joel and Graham discuss their views on the latest market news and opportunities.
01:00 RockRose Energy (RRE)
04:00 The Art of Execution
08:00 United Oil & Gas (UOG)
15:00 Amazon ($AMZN)
21:00 Netflix ($NFLX) & Disney ($DIS)
25:00 Red Rock Resources (RRE)
28:00 Salt Lake Potash (SO4)
31:00 Remote Monitored Systems (RMS)
36:00 Bushveld Minerals (BMN)
Please note the important disclaimer which applies to all of the content on this website, positioned just below this article.

At the time of publication, Joel and Graham have financial interests in shares discussed in this podcast.
...more
43min
February 15, 2019 Cube Podcast #11: Paul Scott takes a chance
In this edition, Paul and Graham discuss their views on the latest market news and opportunities.
02:00 Plus500 (PLUS)
11:00 Stride Gaming (STR), UP Global Sourcing (UPGS)
12:00 LoopUp (LOOP)
13:00 Argo Blockchain (ARB)
15:00 Crypto-currencies
16:00 Online Blockchain (OBC)
17:00 WYG (WYG)
19:00 Falling knives, Accesso (ACSO)
20:00 Learning Technologies (LTG)
23:00 Marks & Spencer (MKS), shorting
27:00 Tesla (TSLA)
31:00 Revolution Bars (RBG)
Please note the important disclaimer which applies to all of the content on this website, positioned just below this article.

At the time of publication, Paul and Graham have financial interests in shares discussed in this podcast.
...more
39min
February 09, 2019Cube Podcast #10: Paul Scott spots the ball
In this edition, we discuss Paul Scott’s latest views on the key shares in his portfolio.
01:00 Best of the Best (BOTB)
10:00 Sosandar (SOS)
18:00 Quiz (Quiz)
21:00 Superdry (SDRY)
25:00 CloudCall (CALL)
32:00 Revolutions Bars (RBG)
36:00 French Connection (FCCN)
40:00 Altitude (ALT)
43:00 On the Market (OTMP) vs Rightmove (RMV)
Please note the important disclaimer which applies to all of the content on this website, positioned just below this article.

At the time of publication, Paul and Graham have financial interests in shares discussed in this podcast.
...more
56min
February 02, 2019Cube Podcast #9: Simon’s research-driven investment strategy
In our latest podcast, we discussed Simon Hedger’s research driven investment strategy with six examples of shares he is interested in.
02:00 Aukett Swanke (AUK)
07:00 Simon’s background
12:00 WYG (WYG)
19:00 Haynes (HYNS)
28:00 D4t4 Solutions (D4T4)
37:00 Ashley (ASH)
48:00 T Clarke (CTO)
59:00 Simon’s strategy
Simon’s article “Qualitative Investment Checklist” can be viewed here.
Please note the important disclaimer which applies to all of the content on this website, positioned just below this article.

At the time of publication, Simon and Graham have financial interests in shares discussed in this podcast.
...more
1h 19min
January 22, 2019 Cube Podcast #8: Paul Fineman and Giles Willits, IG Design (IGR)
For this podcast, Graham was pleased to be joined by Paul Fineman, CEO and Giles Willits, CFO from IG Design Group (IGR) (latest share price 594p, market cap £466 million).
IG is “one of the world’s leading designers, innovators and manufacturers of gift packaging, greetings, stationery, creative play products and giftware”. The company’s trading update for Jan 22nd, 2019 can be viewed at this link.
Please note the important disclaimer which applies to all of the content on this website, positioned just below this article.
...more
28min
January 21, 2019Cube Podcast #7: Michael & Graham discuss CAKE, CRL, G4M, FLYB & more
In our latest podcast, Michael Taylor and Graham Neary discuss a wide range of UK companies, including recent news at Patisserie Holdings (CAKE) and Flybe (FLYB).
Podcast index:
1:00 Patisserie Holdings (CAKE)
12:00 Portfolio risk management
18:00 Creightons (CRL)
30:00 DP Eurasia (DPEU)
35:00 British American Tobacco (BATS)
42:00 Gear4Music (G4M)
50:00 Flybe (FLYB)
58:00 Debenhams (DEB)
60:00 Footasylum (FOOT)
62:00 N Brown (BWNG)
63:00 Bonmarche (BON)
65:00 Game Digital (GMD)
70:00 Brave Bison (BBSN)
76:00 Distil (DIS)
Please note the important disclaimer which applies to all of the content on this website, positioned just below this article.

At the time of publication, Michael and Graham have financial interests in shares discussed in this podcast.
...more
1h 20min
December 19, 2018Cube Podcast #6: Andrew & Graham discuss Somero, AJ Bell, On the Beach & more
In our latest podcast, Andrew Latto and Graham Neary discuss the various stocks Andrew has analysed so far on this website. You can find Andrew’s archives at this link.
Podcast index:
1:45 Somero (SOM)
06:00 PPHE Hotel Group (PPHE)
09:30 Mid-cap stocks vs AIM
16:25 AJ Bell (AJB)
18:00 Hargreaves Lansdown (HL)
24:40 Fulham Shore (FUL)/food sector
30:05 Domino’s Pizza (DOM)
31:50 DP Eurasia (DPEU)/DP Poland (DPP)
38:30 On the Beach (OTB)
42:30 Integrated Diagnostics (IDHC)
47:57 SimplyBiz (SBIZ)
52:50 Mortgage Advice Bureau (MAB1)
Please note the important disclaimer which applies to all of the content on this website, positioned just below this article.

At the time of publication, Andrew and Graham have financial interests in shares discussed in this podcast.
...more
1h 0min
November 22, 2018 Cube Podcast #5: Interview with S&U plc (SUS)
I was very pleased to have the chance to interview Anthony Coombs, Chairman of S&U plc (SUS).
S&U is a leading hire purchase motor finance and specialist lender which was founded in 1938 by Mr Coombs’ grandfather. You can read the most recent interim results at this link (latest share price: £21.40, market cap: £257 million).
Please note the important disclaimer which applies to all of the content on this website, positioned just below this article.
...more
26min
November 21, 2018Cube Podcast #4: Michael & Graham discuss stock trading, Distil, Brexit, FTSE, GBP and more!
In our latest podcast, Michael Taylor and Graham Neary discuss Michael’s stock trading approach, Distil (DIS), Brexit, FTSE index, pound sterling and much more.
You can skip to each section by fast-forwarding to these podcast points:
0:40 Michael’s trading approach
7:20 Distil (DIS)
34:05 Brexit/FTSE/pound
Please note the important disclaimer which applies to all of the content on this website, positioned just below this article.

At the time of publication, Michael and Graham have financial interests in shares discussed in this podcast.
...more
51min

FAQs about Cube Investments:

How many episodes does Cube Investments have?

The podcast currently has 23 episodes available.