Today’s episode is less about individual companies and more about the wider investing concerns around UK PLC and what could be done to help the UK become more attractive for individual investors and more attractive for companies to list here. Chris covers a wide range of concerns and solutions that could help improve conditions for investors, and the companies that list here.
Graham Neary is a full-time private investor, and an investment analyst for Stockopedia writing the Small Cap Value Report along with Paul Scott. Graham is also the founder of the Investors Institute where he helps private investors navigate the markets and upgrade their investing IQ. Graham began his career on the sell-side as a fixed-income analyst, before moving into the buy-side as an equity portfolio manager.
Bruce Packard and Mark Simpson discuss two of our most recent additions to our portfolios. UK inflation figures and whether the corresponding market moves are logical or not. We touch on house-builders and building product suppliers. How much investors should pay for quality companies such as Games Workshop? Companies discussed include Reach (RCH), Games Workshop (GAW), Anglo-Eastern Plantations (AEP), M.P. Evans (MPE), National World (NWOR) and many more.
John Rosier is a former city fund manager turned esteemed financial writer who runs the model portfolio. The JIC Portfolio which John started in 2012 has returned 303% vs, the FTSE all share of 125% over the same period. During this episode, John shares his investment approach and the value of keeping a detailed investment diary. John discusses the importance of dividends, which have grown from £2,000 a year to a projected £29,000. Finally, John shares what he would say to those who are just getting started.
Chris Boxall discusses three recent success stories: Castings (CGS), with squeaky clean reporting and a nice dividend. Kooth (KOO), wins a big contract with the state of California and Kitwave (KITW) just keeps going from strength to strength. In a sea of constant negativity, there are some shining lights. In contrast at the other end of the scale, Chris discusses Marlowe (MRL) and Gooch & HouseGo (GHH) who have been on an acquisition bonanza of late.
This time on The Investors Round Table Maynard Paton, Roland Head, Mark Simpson, and Bruce Packard discuss asset allocation and the investment potential of Ocean Wilsons (OCN), Tristel (TSTL) & Arcontech (ARC). A healthy four-way debate about the shares they own, their portfolios, and the markets.
This time Maynard Paton and Roland Head discuss the investment potential of investment platforms IntegraFin (IHP), AJ Bell(AJB) and Hargreaves Lansdown (HL), but which one? During this podcast, Maynard and Roland discuss IntegraFin and its reoccurring revenue from management and platform fees comparing them to AJ Bell and Hargreaves Lansdown, who are both looking cheap right now.
Rosemary Banyard is an award-winning fund manager specialising in UK medium and smaller companies with over 30 years of experience in understanding business models, industry structures, barriers to entry, and risks, on both the buy and sell side. Rosemary talks about her investing journey and how it has evolved over the years from investing in quality businesses to sharing some of her best investments, and some not so good. Rosemary shares her guiding principles, Investor red flags to look out for in company accounts and of course much, much more.
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