Re-Release - E226 - Joe Kaye Returns (X - @JoeValue)

Re-Release - E226 - Joe Kaye Returns (X - @JoeValue)

In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on.

This episode was originally released in April 2025. Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has purchased a firm of financial advisors Jeremy Kaye Portfolio Management, as well as this he continues to run a special situations fund, although the focus of the fund has changed.


Joe shares his experience of purchasing a business, his experience in the financial advice industry, and changes to his own investment philosophy since his first interview, as well as discussing some of the stocks currently in his portfolio.


Please note that although Joe is a financial advisor, nothing in this episode constitutes or is intended to constitute financial advice.

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Avsnitt(324)

E291 - Gamma, ABF, Computacenter, M&G, Dunelm & Broadcom

E291 - Gamma, ABF, Computacenter, M&G, Dunelm & Broadcom

In this episode we discuss Gamma Communications, Associated British Foods, Computacenter, M&G, Dunelm & Broadcom$gama $abf $ccc $mng $dnlm $avco#gama #abf #ccc #mng #dnlm #avco

14 Sep 39min

E290 - Interview with Pat Part 2 (@patcat68)

E290 - Interview with Pat Part 2 (@patcat68)

In this episode, Sam is joined by Pat (X @patcat68), an automotive engineer with more than 30 years of industry experience. Pat's investing journey began alongside his career, with a modest £25 monthl...

6 Sep 57min

E289 - Interview with Pat (@patcat68)

E289 - Interview with Pat (@patcat68)

In this episode, Sam is joined by Pat (X @patcat68), an automotive engineer with more than 30 years of industry experience. Pat's investing journey began alongside his career, with a modest £25 monthl...

2 Sep 56min

E288 - Volex, Next, Goodwin, Prudential, Oxford Nanopore & Nvidia

E288 - Volex, Next, Goodwin, Prudential, Oxford Nanopore & Nvidia

In this episode we discuss Volex, Next, Goodwin, Prudential, Oxford Nanopore Technologies & Nvidia$vlx $nxt $gdwn $pru $ont $nvda#vlx #nxt #gdwn #pru #ont #nvda

31 Aug 39min

E287 - Michael Page, BHP, Magnum Ice Cream, JD Sports, Coca-Cola Europacific & Alibaba

E287 - Michael Page, BHP, Magnum Ice Cream, JD Sports, Coca-Cola Europacific & Alibaba

In this episode we discuss Michael Page, BHP, The Magnum Ice Cream Company, JD Sports, Coca-Cola Europacific Partners & Alibaba$page $bhp $micc $jd. $ccep $baba#page #bhp #micc #jd. #ccep #baba

24 Aug 37min

E286 - Tui, Haleon, Aviva, InterContinental Hotels, Entain & Disney

E286 - Tui, Haleon, Aviva, InterContinental Hotels, Entain & Disney

In this episode we discuss Tui, Haleon, Aviva, InterContinental Hotels, Entain & Disney$tui1 $hln $av. $ihg $ent $dis#tui1 #hln #av. #ihg #ent #dis

19 Aug 32min

E285 - Dominos, Diageo, Coca-Cola HBC, Novo-Nordisk, Tritax Big Box REIT & Eli Lilly

E285 - Dominos, Diageo, Coca-Cola HBC, Novo-Nordisk, Tritax Big Box REIT & Eli Lilly

In this episode we discuss Dominos, Diageo, Coca-Cola HBC, Novo-Nordisk, Tritax Big Box REIT & Eli Lilly$dom $dge $cch $novob $bbox $lly#dom #dge #cch #novob #bbox #lly

10 Aug 39min

E284 - Games Workshop, Unilever, LSEG, Greggs, Rightmove & Coca-Cola

E284 - Games Workshop, Unilever, LSEG, Greggs, Rightmove & Coca-Cola

In this episode we discuss Games Workshop, Unilever, LSEG, Greggs, Rightmove & Coca-Cola$gaw $ulvr $lseg $grg $rmv $ko#gaw #ulvr #lseg #grg #rmv #ko

3 Aug 32min

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