This time Maynard Paton and Roland Head discuss the investment potential of Bioventix (BVXP) and diagnostic antibodies. Maynard and Roland break down this incredibly profitable company which has operating margins of over 70% and has maintained those margins for over five years. They discuss the recent AGM attended by Maynard, how Bioventix generates cash, future pipeline, the financials, dividends and current risks to the value and share price of this AIM-listed UK company, Bioventix.
The Fund Your Retirement Podcast Network
A network of experts providing key insights into the financial markets, investing, personal finance and solutions to funding your long-term retirement.
Meet Your hosts
Host of The Private Investors Podcast focused on quality and good management
Host of The Fundamental Asset Podcast focused on IHT planning and UK small-caps
Host of The Private Investors Podcast focused on reliable dividends and value
Host of The Value Trapped Podcast focused on quality and value.
Host of The Fund Your Retirement Podcast focused on bringing you experts in finance
Host of The Value Trapped Podcast focused on quality and deep value.
Recent Podcast Episodes
This time Maynard Paton and Mark Atkinson discuss the investment potential of Fundsmith and whether Fundsmith is still a good buy. Mark shares how his investment in Fundsmith has been life-changing and why he believes Fundsmith is still a good buy despite the price rising considerably since his purchase in 2014. Maynard puts forward what he thinks about Fundsmiths’s current situation covering their recent purchases of Meta, Amazon and Alphabet and Fundsmith’s future growth potential. As always, is it a hold, a buy or a sell?
Jonathan Davis is the founder and host of Moneymakers, a weekly podcast show dedicated exclusively to following the latest news and developments in the investment trust sector. Jonathan is a private investor and has been writing about the financial markets for some of the major national publications such as the times, the economist, the independent and the financial times for over four decades. Jonathan’s main interests are in “big picture” investment issues – asset allocation, Investment trust strategy and fund selection – but he also invests in private and listed equities where he sees exceptional opportunities.
This time Maynard Paton and Mark Atkinson review FTSE Small-Cap City of London Investment and the investment potential of fund managers. Maynard covers in detail why he owns the City of London Investment, when he started buying the City of London Investment, what CLIG does, attending the recent City of London AGM and what Maynard thinks about their current situation and future growth potential. Is it a further buy, a hold or a sell?
Mark Simpson is a deep-value investor and has been investing in individual stocks since 2003. Over the last decade, Mark has generated a 19% compound annual return following a Value methodology. He has achieved this out-performance by developing a strategy that plays to his unique strengths and overcomes his weaknesses, in particular finding practical ways to overcome behavioral biases. Mark shares his investing journey and demonstrates his stock-picking methodology by breaking down a company from his portfolio that he has a high conviction in.
This time Maynard Paton and Mark Atkinson review Aim Listed Small-Cap System 1 and the investment potential of testing adverts. System 1 is Maynards largest holding starting with his first purchase in March of 2016, since then Maynard has further added to his position becoming the largest holding in his portfolio.
Should you invest now or wait on the sidelines? Most of the financial news lately has been focused on reasons a person might want to sell their equities: If you are worried about what to do, Paul Belanger explains something incredibly important for everyone to understand. When it comes to building wealth, the biggest cost you will face is the cost of waiting to invest. The enormity of this cost is completely misunderstood by most people, which is why Paul will break it down for you in the next 24 minutes.
Roland Head is a UK equity income analyst with a particular focus on investing for dividend growth. Roland is here to talk about his investment approach and some of the lessons he has learnt over the many years as a private investor and shares one of the strongest convictions in his portfolio. Roland has been investing since 2007 and is an experienced investment writer and analyst writing for Stockopedia since 2015, and regularly contributes to Investors Champion and the Motley Fool as well as many other well-known investor websites.
Welcome to The Private Investor’s Podcast. This time Maynard and Mark’s share review of FTSE of 250 listed Greggs (GRG) and the investment potential of sausage rolls. Mark first bought Greggs in 2003 before selling it in 2005. Mark began buying again in 2017 at £10.24 adding several times with the latest purchase at £18.00 Greggs is now one of Mark’s top five holdings accounting for 5% of his overall portfolio. The question is; what does the future hold for Greggs? Will Maynard be buying, does Mark hold, buy more, or sell?
Lord Lee of Trafford holds the accolade of becoming the first ISA millionaire in 2003. Lord Lee is a well-known and respected private investor who has been investing in the UK small-caps very successfully for many decades. During this interview; Lord John Lee reflects on his many years of investing and discusses the types of businesses he invests in, why he likes AGMs, how he assesses management, his top five holdings and the recent 30% drop in one of his largest holdings, Treatt
Welcome to The Private Investor’s Podcast. This time Maynard and Mark’s review of AIM listed small-cap Somero Enterprises (SOM) and the investment potential of concrete levelling machines. Mark first bought Somero (SOM) in April 2016 adding a further nine purchases making it one of the largest holdings in his portfolio. Somero Enterprises is a US domiciled company listed on the UK AIM share market that specialises in concrete levelling machines for large warehouses, fulfilment centres, large factories and data centres. The question is; what does the future hold for Somero?
Welcome to the first episode and introduction to The Evidence-Based Wealth Podcast, the podcast where Paul Belanger offers unique insights and methods to help you build enduring wealth. Paul will expose you to some fairly advanced tricks and new ways of interpreting financial information, protecting and building wealth, and planning for short- and long-term financial goals. Hope you enjoy and have a wonderful day.