The Investor Way

E187 - DS Smith, Britvic, Whitbread, HL, Ashtead & Wix

24 Jun 2024

Contributed by Lukas

In this episode we discuss DS Smith, Britvic, Whitbread, Hargreaves Lansdown, Ashtead & Wix $smds $bvic $wtb $hl. $aht $wix

E186 - BAT, B&M, WH Smith, Hollywood Bowl, Tesco & Upwork

17 Jun 2024

Contributed by Lukas

In this episode we discuss British American Tobacco, B&M, WH Smith, Hollywood Bowl, Tesco & Upwork $tsco $bme $bats $bowl $smwh $upwk

E185 - Pets at Home, AutoTrader, British Land Co, Dr Martens, Tate & Lyle & Fiverr

11 Jun 2024

Contributed by Lukas

In this episode we discuss Pets at Home, AutoTrader, British Land Co, Dr Martens, Tate & Lyle & Fiverr $pets $auto $blnd $docs $tate $fvrr

E184 - Imperial Brands, Britvic, easyJet, Helios Towers, Burberry & Nvidia

04 Jun 2024

Contributed by Lukas

In this episode we discuss Imperial Brands, Britvic, easyJet, Helios Towers, Burberry & Nvidia. $imb $bvic $ezj $htws $brby $nvda

Re-Release - E115 - Dr Gavin Gordon - The Passive Investor Way

27 May 2024

Contributed by Lukas

Due to holidays we are re-releasing E115 from the archives this week. The Investor Way welcomes good friend of the podcast Dr Gavin Gordon, a doctor...

E183 - ABInbev, BP, BAE Systems, Airtel Africa, JD Wetherspoons & Disney

20 May 2024

Contributed by Lukas

In this episode we discuss ABInbev, BP, BAE Systems, Airtel Africa, JD Wetherspoons & Disney $abi $bp $ba $aaf $jdw $dis

E182 - HL, Haleon, Mondi, Whitbread, Trainline & MasterCard

14 May 2024

Contributed by Lukas

In this episode we discuss Hargreaves Lansdown, Haleon, Mondi, Whitbread, Trainline & MasterCard $hl. $hln $mndi $wtb $trn $ma

E181 - Boohoo, Unilever, RELX, Nestle, ABF & PepsiCo

09 May 2024

Contributed by Lukas

In this episode we discuss Boohoo, Unilever, RELX, Nestle, Associated British Foods & PepsiCo $boo $ulvr $rel $nesn $abf $pep

E180 - easyJet, LVMH, Rentokil, ASOS, Dunelm & Netflix

23 Apr 2024

Contributed by Lukas

In this episode we discuss easyJet, LVMH, Rentokil, ASOS, Dunelm & Netflix. $ezj $mc $rto $asos $dnlm $nflx

E179 - Imperial Brands, Gamma, Tesco, Team17, Unite & Upwork

18 Apr 2024

Contributed by Lukas

In this episode we discuss Imperial Brands, Gamma Communications, Tesco, Team17, Unite & Upwork. $imb $gama $tsco $tm17 $utg $upwk

E178 - Fevertree, Playtech, AG Barr, Flutter Entertainment, Carnival & McCormick

08 Apr 2024

Contributed by Lukas

In this episode we discuss Fevertree, Playtech, AG Barr, Flutter Entertainment, Carnival & McCormick $fevr $ptec $bag $fltr $ccl $mck

Re-Release - E81 - Bill Cynecki Interview (Twitter - @Wild Bill32) - From $20k to $1.3m and back again

03 Apr 2024

Contributed by Lukas

Due to schedulling difficulties this week we have re-released an old episode from the archives. In this episode Sam interviews Bill Cynecki (Twitter...

E177 - Prudential, Direct Line, Next, Trust Pilot, Spoons & Guess

25 Mar 2024

Contributed by Lukas

In this episode we discuss Prudential, Direct Line, Next, Trust Pilot, JD Wetherspoon & Guess. $pru $dlg $nxt $trst $jdw $ges

E176 - Persimmon, Dominos, Vistry, Keywords Studios, Berkeley & Sea

18 Mar 2024

Contributed by Lukas

In this episode we discuss Persimmon, Dominos, Vistry Group, Keywords Studios, Berkeley Group & Sea Limited

E175 - Greggs, ITV, Entain, Darktrace, DS Smith & Disney

14 Mar 2024

Contributed by Lukas

In this episode we discuss Greggs, ITV, Entain, Darktrace, DS Smith & Disney $grg $itv $ent $dark $smds $dis

E174 - PHP, Rightmove, Reckitt Benckiser, Tritax Big Box REIT, Haleon & Etsy

09 Mar 2024

Contributed by Lukas

In this episode we discuss Primary Health Properties, Rightmove, Reckitt Benckiser, Tritax Big Box REIT, Haleon & Etsy $php $rmv $rkt $bbox $hln $...

E173 - Coca-Cola HBC, BAE, HL, Nestle, IHG & Nvidia

02 Mar 2024

Contributed by Lukas

In this episode we discuss Coca-Cola Hellenic Bottling Company, BAE Systems, Hargreaves Lansdown, Nestle, InterContinental Hotels Group & Nvidia ...

E172 - Dunelm, Segro, NatWest, Centrica, moneysupermarket & Coca-Cola

22 Feb 2024

Contributed by Lukas

In this episode we discuss Dunelm, Segro, NatWest, Centrica, moneysupermarket & Coca-Cola $dnlm $sgro $nwg $cna $mony $ko

E171 - BAT, Redrow, Unilever, Barratt Developments, PZ Cussons & Kraft Heinz

18 Feb 2024

Contributed by Lukas

In this episode we discuss British American Tobacco, Redrow, Unilever, Barratt Developments, PZ Cussons & Kraft Heinz $bats $rdw $ulvr $bdev $pzc...

E170 - Diageo, Airtel Africa, Novo Nordisk, GSK, AG Barr & PayPal

12 Feb 2024

Contributed by Lukas

In this episode we discuss Diageo, Airtel Africa, Novo Nordisk, GSK, AG Barr & PayPal $dge $aaf $novob $gsk $bag $pypl

E169 - Britvic, LVMH, Fevertree, ABF, Supreme & Netflix

03 Feb 2024

Contributed by Lukas

In this episode we discuss Britvic, LVMH, Fevertree, Associated British Foods, Supreme & Netflix

E168 - Ibstock, Ocado, Currys, Safestore, AJ Bell & Visa

28 Jan 2024

Contributed by Lukas

In this episode we discuss Ibstock, Ocado, Currys, Safestore, AJ Bell & Visa $ibst $ocdo $cury $safe $ajb $v

E167 - 2023 Year Review - part 2

20 Jan 2024

Contributed by Lukas

Part 2 of Sam and Jon's 2023 year review. In this episode Sam and Jon discuss some of the stocks on Sam's watchlist, views on current valuations of th...

E166 - Sainsburys, Whitbread, Tesco, Greggs, Taylor Wimpey & Nike

13 Jan 2024

Contributed by Lukas

In this episode we discuss Sainsburys, Whitbread, Tesco, Greggs, Taylor Wimpey & Nike. $sbry $wtb $tsco $grg $tw. $nke

E165 - 2023 Year Review - part 1

07 Jan 2024

Contributed by Lukas

As we are still waiting for companies to start reporting results again after the Christmas break, Sam and Jon review the performance of their own port...

E164 - Fantasy Portfolio - Year 4

30 Dec 2023

Contributed by Lukas

In this episode we review our £1m fantasy portfolio and its performance after 3 years.

Re-Release - E116 - Fantasy Portfolio - Year 3

27 Dec 2023

Contributed by Lukas

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in Decembe...

Re-Release - E66 - Fantasy Portfolio - Year 2

26 Dec 2023

Contributed by Lukas

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in Decembe...

Re-Release - E15 - Fantasy Portfolio - Year 1

25 Dec 2023

Contributed by Lukas

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in Decembe...

E163 - Inditex, AJ Bell, Currys, Supreme, Frasers & Wix

20 Dec 2023

Contributed by Lukas

In this episode we discuss Inditex, AJ Bell, Currys, Supreme, Frasers Group & Wix $itx $ajb $cury $sup $fras $wix

E162 - DS Smith, Dr Martens, Pets at Home, Baltic Classifieds, Halfords & Etsy

11 Dec 2023

Contributed by Lukas

In this episode we discuss DS Smith, Dr Martens, Pets at Home, Baltic Classifieds Group, Halfords & Etsy $smds $docs $pets $bcg $hfd $etsy

Re-Release - E39 - Interview with Adam Mead (Twitter - @BRK_Student)

07 Dec 2023

Contributed by Lukas

Following the sad death of Charlie Munger, Sam and Jon have decided to re-release this episode from the archives. This episode was originally released...

E161 - British Land Co, Compass Group, Cranswick, Polar Capital, Britvic & Nvidia

28 Nov 2023

Contributed by Lukas

In this episode we discuss British Land Co, Compass Group, Cranswick, Polar Capital, Britvic & Nvidia $blnd $cpg $cwk $polr $bvic $nvda

E160 - Imperial Brand, Vodafone, Burberry, Hotel Chocolat, BAE Systems & PayPal

23 Nov 2023

Contributed by Lukas

In this episode we discuss Imperial Brand, Vodafone, Burberry, Hotel Chocolat, BAE Systems & PayPal $imb $vod $brby $hotc $ba $pypl

E159 - ABF, Persimmon, Watches of Switzerland, Taylor Wimpey, AutoTrader & Disney

14 Nov 2023

Contributed by Lukas

In this episode we discuss Associated British Foods, Persimmon, Watches of Switzerland Group, Taylor Wimpey, AutoTrader & Disney $abf $psn $wosg...

E158 - Aston Martin, AB-InBev, Sainsburys, Haleon, Airtel Africa & McDonald's

07 Nov 2023

Contributed by Lukas

In this episode we discuss Aston Martin Lagonda, AB-InBev, Sainsburys, Haleon, Airtel Africa & McDonald's $aml $abi $sbry $hln $aaf $mcd

E157 - Barclays, Unilever, Lloyds, Reckitt Benckiser, NatWest & Coca-Cola

30 Oct 2023

Contributed by Lukas

In this episode we discuss Barclays, Unilever, Lloyds, Reckitt Benckiser, NatWest & Coca-Cola $barc $ulvr $lloy $rb $nwg $ko

E156 - OnTheMarket, LVMH, Relx, Nestle, Whitbread & PepsiCo

28 Oct 2023

Contributed by Lukas

In this episode we discuss OnTheMarket, LVMH, Relx, Nestle, Whitbread & PepsiCo $otmp $mc $rel $nesn $wtb $pep

Re-Release - E67 - Interview with John Kingham (Twitter - @UKValueInvestor)

20 Oct 2023

Contributed by Lukas

Due to holidays Sam and Jon are unable to record this week so are releasing an interview from the archives. This episode was originally released on 2...

E155 - Tesco, Greggs, Imperial Brands, Spoons, Boohoo & Nike

15 Oct 2023

Contributed by Lukas

In this episode we discuss Tesco, Greggs, Imperial Brands, J D Wetherspoon, Boohoo & Nike $tsco $grg $imb $jdw $boo $nke

E154 - ASOS, Ocado, AG Barr, HL, PZ Cussons & Wix

02 Oct 2023

Contributed by Lukas

In this episode we discuss ASOS, Ocado, AG Barr, Hargreaves Lansdown, PZ Cussons & Wix $asos $ocdo $agb $hl. $pzc $wix

E153 - Next, Dunelm, TUI, JD Sports Fashion, M&G & Fiverr

25 Sep 2023

Contributed by Lukas

In this episode we discuss Next, Dunelm, TUI, JD Sports Fashion, M&G & Fiverr $mng $dnlm $tui $jd. $nxt $fvrr

E152 - Redrow, Fevertree, Barratt, Capital, DS Smith & Upwork

19 Sep 2023

Contributed by Lukas

In this episode we discuss Redrow, Fevertree, Barratt Developments, Capital Limited, DS Smith & Upwork $rdw $fevr $bdev $capd $smds $upwk

E151 - Flying Finance Interview Part 2 (Twitter - @FlyingFinance)

11 Sep 2023

Contributed by Lukas

In this episode Sam interviews pilot and investor Andy (Twitter - @FlyingFinance), Andy studied Business and Management at university, followed by a Q...

E150 - Pru, Grafton Group, Bunzl, Brickability, Hays & Etsy

04 Sep 2023

Contributed by Lukas

In this episode we discuss Prudential, Grafton Group, Bunzl, Brickability Group, Hays & Etsy $pru $gtfu $bnzl $brck $has $etsy

E149 - IHG, BHP, Mattioli Woods, Admiral, LSE & Nvidia

31 Aug 2023

Contributed by Lukas

In this episode we discuss Intercontinental Hotels Group, BHP, Mattioli Woods, Admiral, London Stock Exchange Group & Nvidia $ihg $bhp $mtw $adm $...

E148 - Flying Finance Interview Part 1 (Twitter - @FlyingFinance)

22 Aug 2023

Contributed by Lukas

In this episode Sam interviews pilot and investor Andy (Twitter - @FlyingFinance), Andy studied Business and Management at university, followed by a ...

E147 - Ibstock, Entain, McBride, TUI, Coca-Cola HBC & Disney

17 Aug 2023

Contributed by Lukas

In this episode we discuss Ibstock, Entain, McBride, TUI, Coca-Cola HBC & Disney $ibst $ent $mcb $tui $cch $dis

E146 - Diageo, Dominos, Heineken, Greggs, ABInbev & PayPal

10 Aug 2023

Contributed by Lukas

In this episode we discuss Diageo, Dominos, Heineken, Greggs, ABInbev & PayPal $dge $dom $heiny $grg $abi $pypl

E145 - Reckitt Benckiser, Airtel Africa, Unilever, Games Workshop, Centrica & Visa

02 Aug 2023

Contributed by Lukas

In this episode we discuss Reckitt Benckiser, Airtel Africa, Unilever, Games Workshop, Centrica & Visa $rkt $aaf $ulvr $gaw $cna $v

E144 - Ocado, Howden Joinery, Boku, AJ Bell, Volvo AB & Netflix

25 Jul 2023

Contributed by Lukas

In this episode we discuss Ocado, Howden Joinery, Boku, AJ Bell, Volvo AB & Netflix $ocdo $hwdn $boku $ajb $volv $nflx

E143 - Hargreaves Lansdown, Barratt Developments, Carnival, Burberry, JD Wetherspoon & PepsiCo

19 Jul 2023

Contributed by Lukas

In this episode we discuss Hargreaves Lansdown, Barratt Developments, Carnival, Burberry, JD Wetherspoon & PepsiCo $hl. $bdev $ccl $brby $jdw $pep...

E142 - Sainsburys, Redde Northgate, Currys, Supreme, Bellway & Meta

12 Jul 2023

Contributed by Lukas

In this episode we discuss Sainsburys, Redde Northgate, Currys, Supreme, Bellway & Meta $sbry $redd $cury $sup $bwy $meta

E141 - ABF, Halma, PZ Cussons, Baltic Classifieds, Moonpig & Blackberry

05 Jul 2023

Contributed by Lukas

In this episode we discuss Associated British Foods, Halma, PZ Cussons Baltic Classifieds Group, Moonpig & Blackberry $abf $hlma $pzc $bcg $moon $bb

E140 - DS Smith, Halfords, BAT, Wizz Air, Inditex & Etsy

27 Jun 2023

Contributed by Lukas

In this episode we discuss DS Smith, Halfords, BAT, Wizz Air, Inditex & Etsy $smds $hfd $bat $wizz $itx $etsy

Re-Release - E25 - Interview with Flosser Invest (Twitter - @FlosserInvest)

20 Jun 2023

Contributed by Lukas

Sam and Jon are on holiday this week so have released this episode from the archives. This episode was originally released on 7 March 2021. In this e...

E139 - Ben Bennett Interview Part 2 (Twitter - @Value_OnePagers)

13 Jun 2023

Contributed by Lukas

In this episode Sam interviews Ben Bennett (Twitter - @Value_OnePagers). Ben is 31 years old, works in cyber security and is a value investor. Ben is ...

E138 - Ben Bennett Interview Part 1 (Twitter - @Value_OnePagers)

06 Jun 2023

Contributed by Lukas

In this episode Sam interviews Ben Bennett (Twitter - @Value_OnePagers). Ben is 31 years old, works in cyber security and is a value investor. Ben is ...

E137 - M&S, Fevertree, Pets at Home, AJ Bell, Big Yellow Group & Ralph Lauren

31 May 2023

Contributed by Lukas

In this episode we discuss M&S, Fevertree, Pets at Home, AJ Bell, Big Yellow Group & Ralph Lauren. $mks $fevr $pets $ajb $byg $rl

E136 - Burberry, SCS, Imperial Brands, Auction Technology Group, Britvic & PayPal

24 May 2023

Contributed by Lukas

In this episode we discuss Burberry, SCS, Imperial Brands, Auction Technology Group, Britvic & PayPal. $brby $scs $imb $atg $bvic $pypl

E135 - ITV, ASOS, Boohoo, Airtel Africa, Adidas & Disney

16 May 2023

Contributed by Lukas

In this episode we discuss ITV, ASOS, Boohoo, Airtel Africa, Adidas & Disney $itv $asc $boo $aaf $ads $dis

E134 - BP, Haleon, Shell, AB InBev, Trainline & Kraft Heinz

10 May 2023

Contributed by Lukas

In this episode we discuss BP, Haleon, Shell, AB InBev, Trainline & Kraft Heinz $bp. $hln $shel $abi $trn $khc

E133 - Joe Value Interview Part 2 (Twitter - @JoeValue)

06 May 2023

Contributed by Lukas

In this episode we interview Joe Value (Twitter - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focu...

E132 - Reckitt Benckiser, ABF, Unilever, Whitbread, Nestle & McDonalds

03 May 2023

Contributed by Lukas

In this episode we discuss Reckitt Benckiser, Associated British Foods, Unilever, Whitbread, Nestle & McDonalds. $rkt $abf $ulvr $wtb $nesn $mcd

E131 - Joe Value Interview Part 1 (Twitter - @JoeValue)

30 Apr 2023

Contributed by Lukas

In this episode we interview Joe Value (Twitter - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focu...

E130 - Tesco, Direct Line, Imperial Brands, Rolls Royce, PZ Cussons & WD-40

18 Apr 2023

Contributed by Lukas

In this episode we discuss Tesco, Direct Line, Imperial Brands, Rolls Royce, PZ Cussons & WD-40 $tsco $dlg $imb $rr. $pzc $wdfc

E129 - AG Barr, JD Wetherspoons, Next, Admiral, Carnival & Cazoo

11 Apr 2023

Contributed by Lukas

In this episode we discuss AG Barr, JD Wetherspoons, Next, Admiral, Carnival & Cazoo. $bag $jdw $nxt $adm $ccl $czoo

E128 - Fevertree, Keyword Studios, Inditex, Helios Towers, Kingfisher & Coca-Cola FEMSA

28 Mar 2023

Contributed by Lukas

In this episode we discuss Fevertree, Keyword Studios, Inditex, Helios Towers, Kingfisher & Coca-Cola FEMSA $fevr $kws $itx $htws $kgf $kof

E127 - Greggs, Entain, Ibstock, Darktrace, Dominos (UK) & Nike

23 Mar 2023

Contributed by Lukas

In this episode we discuss Greggs, Entain, Ibstock, Darktrace, Dominos (UK) & Nike $grg $ent $ibst $dark $dom $nke

E126 - PHP, Rightmove, Persimmon, LSE, AB InBev & Wendy's

16 Mar 2023

Contributed by Lukas

In this episode we discuss Primary Health Properties, Rightmove, Persimmon, London Stock Exchange Group, AB InBev & Wendy's. $php $rmv $psn $lseg ...

E125 - moneysupermarket, Nestle, Hargreaves Lansdown, Centrica, Coca-Cola HBC & Coca-Cola

13 Mar 2023

Contributed by Lukas

In this episode we discuss moneysupermarket, Nestle, Hargreaves Lansdown, Centrica, Coca-Cola HBC & Coca-Cola $mony $nesn $hl. $cna $cch $ko

E124 - Steve Daniels Interview (Twitter - @ScroogeMcCodf) - Part 2

01 Mar 2023

Contributed by Lukas

This is the second part of Sam's interview with Steve Daniels (Twitter - @ScroogeMcCodf). Steve is one of the co-hosts of the PlayingFTSE podcast. He ...

E123 - Steve Daniels Interview (Twitter - @ScroogeMcCodf) - Part 1

23 Feb 2023

Contributed by Lukas

In this episode Sam interviews Steve Daniels (Twitter - @ScroogeMcCodf). Steve is one of the co-hosts of the PlayingFTSE podcast. He has been investin...

E122 - BAT, PZ Cussons, Unilever, BP, Redrow & Disney

17 Feb 2023

Contributed by Lukas

In this episode we discuss British American Tobacco, PZ Cussons, Unilever, BP, Redrow & Disney $bat $pzc $ulvr $bp. $rdw $dis

E121 - Airtel Africa, Entain, Dr Martens, Shell, BT & Apple

07 Feb 2023

Contributed by Lukas

In this episode we discuss Airtel Africa, Entain, Dr Martens, Shell, BT & Apple. $aaf $ent $docs $shel $bt.a $aapl

E120 - Diageo, Fevertree, Burberry, Ocado, Associated British Foods & Intel

02 Feb 2023

Contributed by Lukas

In this episode we discuss Diageo, Fevertree, Burberry, Ocado, Associated British Foods & Intel. $dge $fevr $brby $ocdo $abf $intc

E119 - Sachin Govind - Property Investing Update (Twitter & IG @Sachin_Govind)

28 Jan 2023

Contributed by Lukas

In this episode we catch up with Sachin Govind (Twitter & IG @Sachin_Govind) following his last interview in April 2022 to discuss property invest...

Re-Release - E83 Sachin Govind Interview (Twitter & IG - @Sachin_Govind)

28 Jan 2023

Contributed by Lukas

Our next episode will be a catch up interview with property investor Sachin Govind so we are re-releasing his previous interview from April 2022 for t...

E118 - Tesco, ASOS, Sainsburys, Halfords, M&S & Match Group

18 Jan 2023

Contributed by Lukas

In this episode we discuss Tesco, ASOS, Sainsburys, Halfords, M&S & Match Group. $tsco $asos $sbry $hfd $mks $mtch

E117 - B&M, TUI, Greggs, Currys, Next & Nike

11 Jan 2023

Contributed by Lukas

In this episode we discuss B&M, TUI, Greggs, Currys, Next & Nike. $bme $tui $grg $cury $nxt $nke

E116 - Fantasy Portfolio Update - Year 3

01 Jan 2023

Contributed by Lukas

In this episode we review our fantasy portfolio and see how it has done over the last 12 months and compared to the world index. We also discuss which...

Re-Release - E66 - Fantasy Portfolio - Year 2

29 Dec 2022

Contributed by Lukas

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 20...

Re-Release - E15 - Fantasy Portfolio - Year 1

28 Dec 2022

Contributed by Lukas

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 20...

E115 - Dr Gavin Gordon Interview - The Passive Investor Way

22 Dec 2022

Contributed by Lukas

The Investor Way welcomes good friend of the podcast Dr Gavin Gordon, a doctor in the North of England who comes on the show to discuss his passive in...

E114 - Frasers, Ashtead, DS Smith, Baltic Classifieds, Moonpig & Brown-Forman

15 Dec 2022

Contributed by Lukas

In this episode we discuss Frasers Group, Ashtead, DS Smith, Baltic Classifieds Group, Moonpig & Brown-Forman $fras $aht $smds $bcg $moon $bf.a

E113 - BAT, Supreme, AJ Bell, Mind Gym, easyJet & Stitch Fix

08 Dec 2022

Contributed by Lukas

In this episode we discuss British American Tobacco, Supreme, AJ Bell, Mind Gym, easyJet & Stitch Fix. $bat $sup $ajb $mind $ezj $sfix

E112 - Pets at Home, Cranswick, Assura, Britvic, Halfords & Zoom

01 Dec 2022

Contributed by Lukas

In this episode we discuss Pets at Home, Cranswick, Assura, Britvic, Halfords & Zoom. $pets $cwj $agr $bvic $hfd $zm

E111 James at Quality Compound (Twitter - @Quality Compound)

25 Nov 2022

Contributed by Lukas

In this episode James at Quality Compound (Twitter - @Quality Compound) returns to the show to discuss his portfolio and the changes since his last in...

E110 - Taylor Wimpey, M&S, AutoTrader, Young & Cos Brewery, Haleon & Disney

22 Nov 2022

Contributed by Lukas

In this episode we discuss Taylor Wimpey, M&S, AutoTrader, Young & Cos Brewery, Haleon & Disney. $tw $mks $auto $ynga $hln $dis

E109 - Shell, GSK, Sainsburys, Rolls Royce, BT & PayPal

08 Nov 2022

Contributed by Lukas

In this episode we discuss Shell, GSK, Sainsburys, Rolls Royce, BT & PayPal. $shel $gsk $sbry $rr $bt.a $pypl

E108 - Airtel Africa, Unilever, Whitbread, Reckitt Benckiser, HSBC & Kraft Heinz

03 Nov 2022

Contributed by Lukas

In this episode we discuss Airtel Africa, Unilever, Whitbread, Reckitt Benckiser, HSBC & Kraft Heinz. $aaf $ulvr $wtb $rkt $hsba $khc

E107 - Nestle, ASOS, Dunelm, moneysupermarket, AJ Bell & Shopify

25 Oct 2022

Contributed by Lukas

In this episode we discuss Nestle, ASOS, Dunelm, moneysupermarket, AJ Bell & Shopify. $nesn $asos $dnlm $mony $ajb $shop

E106 - easyJet, Sirius Real Estate, Entain, LVMH, Barratt Developments & Netflix

20 Oct 2022

Contributed by Lukas

In this episode we discuss easyJet, Sirius Real Estate, Entain, LVMH, Barratt Developments & Netflix $ezj $sre $ent $mc $bdev $nflx

E105 - Tesco, Pennon, Spoons, CVS Group, Imperial Brands & Pepsi

13 Oct 2022

Contributed by Lukas

In this episode we discuss Tesco, Pennon, JD Wetherspoons, CVS Group, Imperial Brands & Pepsi $tsco $pnn $cvsg $imb $pep

E104 - AG Barr, Boohoo, Next, Kingfisher, Saga & Nike

04 Oct 2022

Contributed by Lukas

In this episode we discuss AG Barr, Boohoo, Next, Kingfisher, Saga & Nike. $bag $boo $nxt $kfg $saga $nke

E103 - City of London Investment Trust, JD Sport Fashion, Haleon, Keyword Studios, PZ Cussons & Costco

27 Sep 2022

Contributed by Lukas

In this episode we discuss the City of London Investment Trust, JD Sport Fashion, Haleon, Keyword Studios, PZ Cussons & Costco $hln $jd $pzc $kws ...

E102 - Fevertree, Dunelm, Redrow, Trainline, Inditex & MercadoLibre

20 Sep 2022

Contributed by Lukas

In this episode we discuss Fevertree, Dunelm, Redrow, Trainline, Inditex & MercadoLibre. $fevr $dnlm $rdw $trn $itx $meli

E101 - Halfords, Genus, DS Smith, Barratt Developments, WHSmith & Build a Bear

13 Sep 2022

Contributed by Lukas

In this episode we discuss Halfords, Genus, DS Smith, Barratt Developments, WHSmith & Build a Bear $hfd $gns $smds $bdev $smwh $bbw

E100 - Marshalls, Bunzl, Plus500, Gamma Communications, Aston Martin Lagonda & Wix

07 Sep 2022

Contributed by Lukas

In this episode we discuss Marshalls, Bunzl, Plus500, Gamma Communications, Aston Martin Lagonda & Wix. $mslh $bnzl $aml $gama $plus $wix

E99 - Hays, Persimmon, Balfour Beatty, BHP, Supreme & Nvidia

31 Aug 2022

Contributed by Lukas

In this episode we discuss Hays, Persimmon, Balfour Beatty, BHP, Supreme & Nvidia. $has $psn $bby $bhp $sup $nvda