Episode 35 - Brewin Dolphin, BT, Compass Group, Burberry, Airtel Africa & Disney
In this episode we discuss Brewin Dolphin, BT, Compass Group, Burberry, Airtel Africa & Disney. $brw $bt $cpg $brby $aaf $dis
16 Mai 202150min
Episode 34 - Boohoo, Novo Nordisk, Deutsch Post, Trainline, A-B InBev & Peloton
In this episode we discuss Boohoo, Novo Nordisk, Deutsch Post, Trainline, Anheuser-Busch InBev & Peloton. $dpw $boo $abi $novo $trn $pton
9 Mai 202146min
Episode 33 - AstraZenica, GSK, Whitbread, Standard Chartered, IWG, Spotify & The Defensive Value Investor
In this episode we discuss AstraZenica, GlaxoSmithKline, Whitbread, Standard Chartered, IWG & Spotify. There is also a book review of The Defensive Value Investor by John Kingham at the end. $azn $gs...
3 Mai 202151min
Episode 32 - Tesco, ABF, JD Sports, Tobacco, Netflix & The Snowball
In this episode we discuss Tesco, Associated British Foods, JD Sports, British American Tobacco, Imperial Brands & Netflix. There is also a book review of The Snowball by Alice Schroeder at the end....
25 Apr 202148min
Episode 31 - Interview with Investment Talk (Twitter - @InvestmentTalkk)
In this episode Sam interviews Conor at Occasio Capital, better known by his Twitter handle @investmenttalkk. Since Conor started investing he has delivered returns of 118% vs 41% for the S&P 500. In ...
18 Apr 20212h 52min
Episode 30 - ASOS, Deliveroo, Spoons, Hotel Chocolat, Dechra & Kraft Heinz
In this episode we discuss ASOS, Deliveroo, J D Wetherspoon, Hotel Chocolat, Dechra Pharmaceuticals & Kraft Heinz. $asc $roo $hotc $jdw $dph $khc
12 Apr 20211h
Episode 29 - Morrisons, Team 17, Next, Howdens, AG Barr, Jumia
In this episode we discuss Morrisons, Team 17, Next, Howden Joinery Group, AG Barr & Jumia. $mrw $bag $nxt $hwdn $jmia $tm17
2 Apr 202154min
Episode 28 - Cineworld, Kingfisher, Fevertree, Gamma, Unite, Upwork & The Ascent of Money
In this episode we discuss Cineworld, Kingfisher, Fevertree, Gamma Communications, Unite Group, Upwork. There is also a book review of The Ascent of Money by Niall Ferguson at the end. Finally, we tak...
27 Mar 20211h 6min
