Hosted by Maynard Paton, Roland Head, Mark Simpson & Bruce Packard
IRT001 Investor’s Round Table Podcast with Maynard Paton, Roland Head, Mark Simpson, and Bruce Packard.
Welcome to the first episode of The Investor’s Round Table Podcast with Maynard Paton, Roland Head, Mark Simpson, and Bruce Packard. A healthy four-way debate about the shares we own, our portfolios, and the markets.
In our first episode, we discuss the UK housing market and the investment potential of Bellway (BHT) vs a sector ETF. Is wiring specialist Luceco (LUCE) a deep value play or a quality buffet-style compounder and whether fashion retailer Superdry (SDRY) will succeed with its turnaround strategy?
We finish off with an interesting discussion on how many stocks we own and the reasons why, our biggest holdings and dealing with missed opportunities such as selling too early, top slicing and much, much more.
Join private investors Mark Simpson, Bruce Packard, Roland Head and Maynard Paton as they discuss their shares, portfolios, and the markets in a mix of healthy debates, lively conversations and in-depth discussions. And submit your questions for the hosts to answer!
1:45 Why Roland bought Bellway (BHY)
3:45: A four-way discussion about the housing market and the investment potential of Bellway (BHY)
16:15 Why Mark bought Luceco (LUCE)
21:15 A four-way discussion about the lighting industry and the investment potential of Luceco (LUCE)
34:00 Why Bruce bought Superdry (SDRY)
36:00 A four-way discussion about the investment potential of Superdry (SDRY)
48:30 A four-way discussion about how many shares we own, our largest holding and our best buys.
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Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.