The Investor Way

In this episode we discuss IG Group, CMC Markets, Experian, BHP Group, Rio Tinto & Netflix. We also take a listener question on when to sell and holding cash in your portfolio. $igg $cmcx $expn $bhp...

24 Jan 202151min

In this episode we discuss Safestore, Tesco, Halfords, Persimmon & Facebook. $safe $tsco $hfd $psn $fb

16 Jan 202138min

In this episode we discuss Barratt Developments, M&S, Sainsburys, Morrisons & Next We also discuss Berkshire Hathaway's AGMs and some of their key takeaways, and give details of an upcoming FinTwit co...

10 Jan 202142min

In this episode we review our portfolios and thoughts on the year 2020, and our thoughts going into 2021. We also answer a listener question on how to find and value businesses. In addition there is a...

3 Jan 202152min

In this episode we construct a £1,000,000 fantasy portfolio. We consider the allocation between commodities, index funds, and individual stocks, and then select the funds and stocks to be included.

28 Dec 20201h 3min

In this episode we discuss Purple Bricks, Watches of Switzerland, Inditex, and Ruffer's decision to allocate 2.5% of fund assets to Bitcoin. There is also a book review of A Random Walk Down Wall Stre...

20 Dec 202054min

In this episode we discuss Ashtead, Ted Baker, Balfour Beattie, DS Smith & AirBnB. $aht $ted $bby $smds $abnb

13 Dec 202040min

In this episode we discuss Countryside Properties, Future, Avon Rubber & Zuora. There is also a book review at the end of The Innovator's Dilemma by Clayton Christensen. $avon $futr $csp $zuo

6 Dec 202040min