Mark Simpson and Bruce Packard discuss one of the stand-out companies for Mark last year, TP ICAP (TCAP), whether the gaming industry is a value play or value trap covering Team 17 (TM17) and Tiny Build (TBLD). Are companies trading at cash or just below good companies to buy right now?

Mark shares the latest addition to his stock portfolio Luceco (LUCE) who are designers, suppliers & manufacturers of high-quality and efficient LED lighting.

How much research do Mark and Bruce carry out on companies including the metrics they look for as a quality and a deep value investor? Weaved into the conversation there are many more insights covering portfolio management, psychological biases and the challenges facing investors given the rising interest rate environment.

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Timestamps:

2:00 Discussing portfolio diversification.

6:15 Discussing current market conditions, inflation, and interest rates.

8:45 Discussing TP ICAP (TCAP).

16:30 Companies trying to convince people they are a technology company.

18:30 Discussing the computer gaming industry.

23:00 Discussing what metrics Mark and Bruce like to look for in good companies.

25:30 Discussing Luceco (LUCE).

29:00 Discussing Tiny Build (TBLD).

32:30 Discussing companies trading at cash or just below.

38:30 Closing thoughts and wrap up.

Thank you for listening, we hoped you enjoyed our first episode.

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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.