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.
Private Investor's Podcasts
Hosted by Investors For Investors
Welcome to the UK's best podcasts for private investors. The podcasts where equity analysts Maynard Paton, Roland Head, Mark Simpson and Bruce Packard discuss the UK small to mid-cap share market, including shares they own as well as shares they probably shouldn't own. Weaved into the conversations will be insightful conversations on portfolio management, stock analysis and the macro landscape for the UK share market.
Meet Your hosts
Maynard has been stock- picking for 25-plus years and is a well-known private investor within the UK small- cap community. Significant influences on Maynard’s investing style are the strategies of Warren Buffett, Peter Lynch and Jim Slater.
Roland has worked full-time as an investment writer and equities analyst since 2012. He currently contributes to Stockopedia and Investor’s Champion and runs a dividend newsletter tracking the progress of shares in his personal portfolio.
Bruce Packard is a Financial Analyst and a former equity research analyst who worked in the city specialising in the financial sector. He started his career at Credit Suisse followed by various other banks and stockbroking firms (Pali, Evolution, Seymour Pierce) before leaving, so that he had more freedom to analyse and invest in companies for his own portfolio.
Mark Simpson has been investing in individual stocks since 2003. Over the last decade, Mark has generated a 19% compound annual return following a Value methodology vs an FTSE All- Share Total Return Index that has returned less than 8% over the same period.
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?
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?
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.
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?
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 Private Investor’s Podcast. This time we review UK small-cap Tristel (TSTL) and the investment potential of medical cleaning wipes and disinfectants. Maynard bought Tristel in 2013, while Mark bought it in 2017. Both Mark and Maynard recently attended Tristel’s shareholders’ Open Day learning key insights about the potential growth of the company. The question is; do we buy more, hold or sell our holdings?
Welcome to the first episode of The Private Investor’s Podcast. The podcast where keen stock pickers, Mark Atkinson, and Maynard Paton talk about managing their share portfolios. Mark began buying shares in 1984, and Maynard started in 1993, this time we cover UK small-cap cover Photo-ME and the investment potential of passport photos and self-service washing machines.
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