E171 - BAT, Redrow, Unilever, Barratt Developments, PZ Cussons & Kraft Heinz
In this episode we discuss British American Tobacco, Redrow, Unilever, Barratt Developments, PZ Cussons & Kraft Heinz $bats $rdw $ulvr $bdev $pzc $khc
18 Feb 202444min
E170 - Diageo, Airtel Africa, Novo Nordisk, GSK, AG Barr & PayPal
In this episode we discuss Diageo, Airtel Africa, Novo Nordisk, GSK, AG Barr & PayPal $dge $aaf $novob $gsk $bag $pypl
12 Feb 202443min
E169 - Britvic, LVMH, Fevertree, ABF, Supreme & Netflix
In this episode we discuss Britvic, LVMH, Fevertree, Associated British Foods, Supreme & Netflix
3 Feb 202442min
E168 - Ibstock, Ocado, Currys, Safestore, AJ Bell & Visa
In this episode we discuss Ibstock, Ocado, Currys, Safestore, AJ Bell & Visa $ibst $ocdo $cury $safe $ajb $v
28 Jan 202436min
E167 - 2023 Year Review - part 2
Part 2 of Sam and Jon's 2023 year review. In this episode Sam and Jon discuss some of the stocks on Sam's watchlist, views on current valuations of the stock and property markets, the drop in the capi...
20 Jan 202439min
E166 - Sainsburys, Whitbread, Tesco, Greggs, Taylor Wimpey & Nike
In this episode we discuss Sainsburys, Whitbread, Tesco, Greggs, Taylor Wimpey & Nike. $sbry $wtb $tsco $grg $tw. $nke
13 Jan 202440min
E165 - 2023 Year Review - part 1
As we are still waiting for companies to start reporting results again after the Christmas break, Sam and Jon review the performance of their own portfolios for 2023, and also discuss some of the stoc...
7 Jan 202439min
E164 - Fantasy Portfolio - Year 4
In this episode we review our £1m fantasy portfolio and its performance after 3 years.
30 Dec 202349min
