‘Trusts need to do better’: Boaz Weinstein of Saba Capital
Dave Baxter and Dan Jones sit down with the founder of Saba Capital, Boaz Weinstein. Last month, Saba sent the investment trust space into disarray by announcing it wanted to unseat board members at s...
21 Jan 202530min
Small-cap income stocks & Games Workshop: The Companies and Markets Show
This week’s episode starts off with a discussion of Games Workshop’s (GAW) results which showed strong core revenues. Valeria Martinez looks at how the business is performing geographically, the catal...
16 Jan 202534min
‘I’m optimistic about stocks in 2025’: Lee and the IC
The duo reunite after the festive period for a conversation on how Lord Lee’s portfolio performed, why he feels optimistic about the next 12 months and how he’s invested a strong flow of dividends.The...
14 Jan 202531min
Yields, risk management and retailers: The Companies and Markets Show
We begin with trading updates from retailers and update investors on all they need to know about Next (NXT), M&S (MKS) and Greggs (GRG). There is considerable pressure across the board due to higher n...
13 Jan 202534min
Activist investing, Hollywood Bowl & US markets: The Companies and Markets Show
We begin the year's final podcast discussing activist investor Saba Capital. Funds editor Dave Baxter explores the impact of its demand to remove the boards of seven investment trusts and what investo...
20 Dec 202429min
Small-cap expert Simon Thompson’s 2024 review: IC Interviews
After a busy year of geopolitical changes, there is a lot of ground to cover when discussing markets. In this episode, Simon and Dan Jones unpack everything from the mass number of moves to the US mar...
17 Dec 202436min
Investment psychology lessons & Ashtead: The Companies and Markets Show
Chris Akers unpacks the latest from equipment rental company Ashtead (AHT). The figures slightly underwhelmed the market, but the biggest factor affecting the business was the announcement that it’s m...
13 Dec 202433min
Partner Content: Anatomy of a great company
As stock pickers, the managers of The Brunner Investment Trust are looking for what they believe are great companies which can grow and deliver returns to shareholders. Whilst this may sound obvious, ...
12 Dec 202417min
