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.

Share:

Meet Your hosts

Maynard Paton

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 Head

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

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

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.

LATEST EPISODES

PIP012 Maynard & Roland Discuss UK Housing Market Behemoth Bellway (BWY); Are Bellway Shares a Good Buy?

This time Maynard Paton and Roland Head discuss UK housing market behemoth Bellway (BWY) and whether Bellway shares are a good buy right now. Roland has recently purchased Bellway shares at £17.00. Roland shares in detail the reasoning why he bought Bellway covering the long track record of the dividends, the 6% yield annualized, no debt with cash in the bank, and the outlook for the UK housing market. As always, Maynard forensically examines the annual reports and the financials.

LISTEN NOW »
Private Investors Podcast

PIP011 Maynard & Roland Discuss a Family-Run Business With No Debt, Which Has Increased Dividends for 45 Years

This time Maynard Paton and Roland Head discuss UK small-cap James Halstead (JHD), which is a family-run business with no debt, is cash-rich and has increased dividends for 45 years straight. As with any company, nothing is perfect and there are concerns that Maynard and Roland discuss during this excellent breakdown of James Halstead and the investment potential of vinyl floor coverings.

LISTEN NOW »
Value Trapped Podcast

VTP002 Mark & Bruce Discuss The Computer Gaming Industry, TP ICAP, Investment Research and Share Insights

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) and weaved into the conversation are many more insights covering portfolio management, psychological biases and the challenges facing investors given the rising interest rate environment.

LISTEN NOW »
Private Investors Podcast

PIP010 Share Review of ITV and The Investment Potential of Commercial Television

This time Maynard Paton and Roland Head discuss ITV and the investment potential of commercial television. Roland owns ITV making his first purchase in 2019 with subsequent purchases in 2020. Roland believes ITV is currently undervalued, making the case that the market is undervaluing the studio side of the business and that ITV’s shift to digital streaming is actually going much better than they are being credited for. This Combined with a 6% yield makes it an attractive position for Roland’s dividend-producing portfolio. Is Maynard convinced, or has Roland missed something that could change his mind?

LISTEN NOW »
Value Trapped Podcast

VTP001 Mark & Bruce Discuss The Banking Crisis, SVB, Sylvania Platinum, Arcontech, Portfolio Management & Share Tips

Welcome to The Value Trapped Podcast, the podcast where private investors Bruce Packard and Mark Simpson 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 conversation will be insightful nuggets of information on portfolio management, stock analysis and the macro landscape for the UK share market.

LISTEN NOW »
Private Investors Podcast

PIP009 Share Review of Telecom Plus and The Income Opportunity of Utility Warehouse

This time Maynard Paton and Roland Head discuss Telecom Plus (TEP) and the income potential of Utility Warehouse. Telecom Plus (TEP) has a long history of increasing dividends with a forecast of a 4% yield for this year which could rise to 6% in the coming years, based on company projections. Telecom Plus was founded in 1996 and is now an FTSE 250 company with a revenue of £967.4 million in 2022, an operating profit of £50.9 million and a market cap of 1.5 billion. As always, Maynard and Roland discuss the finer details of Telecom Plus, what the future holds for Telecom Plus and whether this method of selling utilities is a sustainable method for the next 10 to 20 years.

LISTEN NOW »
The private investor's podcast

PIP008 UK Share Review of Bioventix and The Incredible Profitability of Diagnostic Antibodies

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.

LISTEN NOW »
The private investor's podcast

PIP007 Fundsmith Review: Is Fundsmith Still a Good Buy?

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?

LISTEN NOW »
The private investor's podcast

PIP006 FTSE Small-Cap Review: City of London Investment’s 9% Yield (CLIG)

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?

LISTEN NOW »
The private investor's podcast

PIP005 Aim Listed Small-Cap Share Review System 1 (SYS1)

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.

LISTEN NOW »
The private investor's podcast

PIP004 FTSE 250 Share Review Greggs (GRG)

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?

LISTEN NOW »

JOIN OUR NEWSLETTER

Receive only the highest quality curated podcast episodes & articles from our expert hosts and guests.

Join our newsletter and receive the insights to make smarter financial decisions.

Bi-weekly emails at the very most, so you know we won’t be filling your inbox.

Join the newsletter and generate positive momentum towards your financial goals.