The Investor Way

E98 - NatWest, Coca-Cola HBC, BAE Systems, InterContinental Hotels Group, Entain & Disney

23 Aug 2022

Contributed by Lukas

In this episode we discuss NatWest, Coca-Cola HBC, BAE Systems, InterContinental Hotels Group, Entain & Disney. $nwg $cch $ba $ihg $ent $dis

E97 - Rightmove, Primary Health Properties, ITV, British American Tobacco, Nestle & Apple

07 Aug 2022

Contributed by Lukas

In this episode we discuss Rightmove, Primary Health Properties, ITV, British American Tobacco, Nestle & Apple. $rmv $php $itv $bat $nesn $appl

E96 - Unilever, Reckitt Benckiser, Games Workshop, Diageo, Ibstock & Visa

04 Aug 2022

Contributed by Lukas

In this episode we discuss Unilever, Reckitt Benckiser, Games Workshop, Diageo, Ibstock & Visa $ulvr $rkt $gaw $dge $ibst $v

E95 - Ocado, Frasers, moneysupermarket, Britvic, Hotel Chocolat & Netflix

25 Jul 2022

Contributed by Lukas

In this episode we discuss Ocado, Frasers, moneysupermarket, Britvic, Hotel Chocolat & Netflix $ocdo $fras $mony $bvic $hotc $nflx

E94 - Spoons, Fevertree, Barratt Developments, Tullow Oil, Burberry & Etsy

17 Jul 2022

Contributed by Lukas

In this episode we discuss J D Wetherspoon, Fevertree, Barratt Developments, Tullow Oil, Burberry & Etsy. $jdw $fevr $bdev $tlw $brby $etsy

E93 - Currys, Moonpig, Sainsburys, Polar Capital Holdings, Persimmon & Adidas

07 Jul 2022

Contributed by Lukas

In this episode we discuss Currys, Moonpig, Sainsburys, Polar Capital Holdings, Persimmon & Adidas. $psn $moon $sbry $polr $psn $ads

7investing repost - Add International Flavor to Your Portfolio with These Five Stocks

30 Jun 2022

Contributed by Lukas

This is a repost from 7investing.com and the 7investing podcast of an interview we did with Luke earlier this month. If you enjoy listening to our int...

E91 - DS Smith, Ashtead, Experian, Berkely Group, Inditex & Adobe

26 Jun 2022

Contributed by Lukas

In this episode we discuss DS Smith, Ashtead, Experian, Berkely Group, Inditex & Adobe. $smds $aht $expn $bhk $idtx $adbe

E90 - British American Tobacco, Boohoo, Tesco, Tate & Lyle, Halfords & Upwork

19 Jun 2022

Contributed by Lukas

In this episode we discuss British American Tobacco, Boohoo, Tate & Lyle, Halfords & Upwork $bat $boo $tsco $tate $hfd $upwk

E89 - AutoTrader, Pets at Home, B&M, AJ Bell, M&S & Zoom

12 Jun 2022

Contributed by Lukas

In this episode we discuss AutoTrader, Pets at Home, B&M, AJ Bell, M&S & Zoom. $auto $pets $bme $ajb $mks $zm

E88 - Imperial Brands, Britvic, Royal Mail, Burberry, National Grid, Fiverr & Just Eat Takeaway

02 Jun 2022

Contributed by Lukas

In this episode we discuss Imperial Brands, Britvic, Royal Mail, Burberry, National Grid, Fiverr & Just Eat Takeaway $imb $bvic $rmg $brby $ng $f...

E87 - Luke Hallard Interview Part 2 (Twitter - @7LukeHallard)

25 May 2022

Contributed by Lukas

In this episode Luke Hallard (Twitter - @7LukeHallard) returns for the second part of his interview to discuss his own portfolio. The companies discus...

E86 - Airtel Africa, Boohoo, Deutsche Post, Shell, Sage & Disney

19 May 2022

Contributed by Lukas

In this episode we discuss E86 - Airtel Africa, Boohoo, Deutsche Post, Shell, Sage & Disney $aaf $boo $dpw $shel $sge $dis

E85 - ABF, Whitbread, Unilever, Sainsburys, Reckitt Benckiser & Apple

09 May 2022

Contributed by Lukas

In this episode we discuss Associated British Foods, Whitbread, Unilever, Sainsburys, Reckitt Benckiser & Apple $abf $wtb $ulvr $sbry $rkt $appl

E84 - Luke Hallard Interview (Twitter - @7LukeHallard)

30 Apr 2022

Contributed by Lukas

Luke Hallard (Twitter - @7LukeHallard) is a lead advisor for 7investing. He primarily invests in technology and innovation, with a current bias toward...

E83 - Sachin Govind interview (Twitter & IG @Sachin_Govind)

25 Apr 2022

Contributed by Lukas

Sachin is a pharmacist who has recently become a property investor and is looking to move into development.  In this episode we take a deep dive into...

E82 - Tesco, easyJet, ASOS, Oxford Biomedica, Nestle & Netflix

23 Apr 2022

Contributed by Lukas

In this episode we discuss Tesco, easyJet, ASOS, Oxford Biomedica, Nestle & Netflix. $tsco $ezj $asos $oxb $nesn $nflx

E81 - Bill Cynecki Interview (Twitter - @Wild_Bill32) - From $20k to $1.3m and back again

10 Apr 2022

Contributed by Lukas

In this episode Sam interviews Bill Cynecki (Twitter - @Wild_Bill32) After achieving returns of over 5,000% in 2020-21, Bill was a self-made millionai...

E80 - Ibstock, Ted Baker, Saga, Keyword Studios, AG Barr & Lululemon

03 Apr 2022

Contributed by Lukas

In this episode we discuss Ibstock, Ted Baker, Saga, Keyword Studios, AG Barr & Lululemon. $ibst $ted $saga $kws $bag $lulu

E79 - Next, Dominos, Inditex, Greggs, DS Smith & Buzzfeed

31 Mar 2022

Contributed by Lukas

In this episode we discuss Next, Dominos, Inditex, Greggs, DS Smith & Buzzfeed. $nxt $dom $itx $grg $smds $bzfd

E78 - Fevertree, Trainline, Kingfisher, Schroders, Ocado & Bumble

22 Mar 2022

Contributed by Lukas

In this episode we discuss Fevertree, Trainline, Kingfisher, Schroders, Ocado & Bumble. $fevr $trn $kgf $sdr $ocdo $bmbl

E77 - Persimmon, ITV, Taylor Wimpey, Hargreaves Lansdown, Entain & Duolingo

13 Mar 2022

Contributed by Lukas

In this episode we discuss Persimmon, ITV, Taylor Wimpey, Hargreaves Lansdown, Entain & Duolingo. $psn $itv $tw $hl. $ent $duol

E76 - Andrew Wagner Interview

06 Mar 2022

Contributed by Lukas

Andrew Wagner is a writer, a researcher, an analyst, and a passionate advocate for economics education. He is the author of “The Economics of Online...

E75 - Rightmove, Reckitt Benckiser, Centrica, moneysupermarket, Aston Martin & Etsy

27 Feb 2022

Contributed by Lukas

In this episode we discuss Rightmove, Reckitt Benckiser, Centrica, moneysupermarket, Aston Martin & Etsy. $rmv $rkt $cna $mony $aml $etsy

E74 - BAT, Dunelm, Unilever, Barratt, Redrow & Disney

20 Feb 2022

Contributed by Lukas

In this episode we discuss British American Tobacco, Dunelm, Unilever, Barratt Developments, Redrow & Disney. $bat $dnlm $ulvr $bdev $rdw $dis

E73 - Paul Ahdal Interview (Twitter - @PaulAhdal)

13 Feb 2022

Contributed by Lukas

In this episode Sam interviews Paul Ahdal (Twitter - @PaulAhdal). Paul is a private investor who is aiming to become financially independent by t...

E72 - Shell, Airtel Africa, BT, Novo-Nordisk, AG Barr, Meta & Irrational Exuberance

06 Feb 2022

Contributed by Lukas

In this episode we discuss Shell, Airtel Africa, BT, Novo-Nordisk, AG Barr & Meta. There is also a book review of Irrational Exuberance by Robert...

E71 - Spoons, Diageo, Britvic, Fevertree, Doc Martens & Microsoft

27 Jan 2022

Contributed by Lukas

In this episode we discuss J D Wetherspoons, Diageo, Britvic, Fevertree, Doc Martens & Microsoft. $jdw $dge $bvic $fevr $docs $msft

E70 - Rio Tinto, Ibstock, BHP, Burberry, ABF & Netflix

23 Jan 2022

Contributed by Lukas

In this episode we discuss Rio Tinto, Ibstock, BHP, Burberry, Associated British Foods & Netflix. There is also a book review of Going Down Tobacc...

E69 - Tesco, Whitbread, Sainsburys, ASOS, Unilever & Activision Blizzard

20 Jan 2022

Contributed by Lukas

In this episode we discuss Tesco, Whitbread, Sainsburys, ASOS, Unilever & Activision Blizzard. $tsco $wtb $sbry $asos $ulvr $atvi

E68 - Next, Boohoo, Inditex, Ocado, Currys & Peloton

10 Jan 2022

Contributed by Lukas

In this episode we discuss Next, Boohoo, Inditex, Ocado, Currys & Peloton. $nxt $boo $itx $cury $ocdo $pton

E67 - Interview with John Kingham (Twitter - @UKValueInvestor

29 Dec 2021

Contributed by Lukas

In this episode Sam interviews John Kingham, author of The Defensive Value Investor. John invests in high quality UK dividend stocks and launched the ...

E66 - Fantasy Portfolio Update

21 Dec 2021

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...

E65 - easyJet, DS Smith, AJ Bell, Future, BAT & Snowflake

12 Dec 2021

Contributed by Lukas

In this episode we discuss easyJet, DS Smith, AJ Bell, Future, British American Tobacco & Snowflake. $ezj $smds $ajb $futr $bat $snow

E64 - Twenties Trader Part 2 (Twitter - @qualitycompound)

03 Dec 2021

Contributed by Lukas

In this episode the Twenties Trader returns to discuss his portfolio with Sam and the family portfolio he manages. The companies discussed include Gam...

E63 - Britvic, ABF, Homeserve, Imperial Brands, Brewin Dolphin & Nvidia

30 Nov 2021

Contributed by Lukas

In this episode we discuss Britvic, Associated British Foods, Homeserve, Imperial Brands, Brewin Dolphin & Nvidia $bvic $abf $hsv $imb $brw $nvda

E62 - Twenties Trader Interview (Twitter - @qualitycompound)

20 Nov 2021

Contributed by Lukas

The Twenties Trader is a stock market enthusiast, investing in companies in the UK, Europe and the US. The Twenties Trader runs an investment research...

E61 - Burberry, AutoTrader, Ted Baker, M&S, B&M & Disney

15 Nov 2021

Contributed by Lukas

In this episode we discuss Burberry, AutoTrader, Ted Baker, M&S, B&M & Disney. $brby $auto $ted $mks $bme $dis

E60 - Trainline, Sainsburys, GSK, Shell, BT & Apple

07 Nov 2021

Contributed by Lukas

In this episode we discuss Trainline, Sainsburys, GlaxoSmithKline, Royal Dutch Shell, BT & Apple. $trn $sbry $gsk $rdsb $bt.a $aapl

E59 - Unilever, Airtel Africa, Nestle, Whitbread, Segro, Tesla & The Permanent Portfolio

01 Nov 2021

Contributed by Lukas

In this episode we discuss Unilever, Airtel Africa, Nestle, Whitbread, Segro, & Tesla. There is also a book review of The Permanent Portfolio: Ha...

E58 - Interview with The Sloth Investor (Twitter - @sloth_investor)

26 Oct 2021

Contributed by Lukas

The Sloth Investor is an advocate of a simple, inactive approach to investing. Growing up in a family of non-investors, Mr. Sloth's hea...

E57 - ASOS, Biffa, Entain, Hipgnosis, Barratt & Dominos (US)

17 Oct 2021

Contributed by Lukas

In this episode we discuss ASOS, Biffa, Entain, Hipgnosis Songs Fund, Barratt Developments & Dominos (US). $asos $biff $song $bdev $dpz

E56 - Tesco, Moonpig, Imperial Brands, Volution, Inditex & Levi's

12 Oct 2021

Contributed by Lukas

In this episode we discuss Tesco, Moonpig, Imperial Brands, Volution, Inditex & Levi's. $tsco $imb $itx $moon $fan $levi

E55 - Next, PZ Cussons, Boohoo, Kingfisher, Saga & McCormick

05 Oct 2021

Contributed by Lukas

In this episode we discuss Next, PZ Cussons, Boohoo, Kingfisher, Saga & McCormick. $nxt $pzc $boo $kgf $saga $mkc

E54 - Keyword Studios, Team17, Fevertree, Restaurant Group, Redrow, Manchester United & The Warren Buffett Portfolio

26 Sep 2021

Contributed by Lukas

In this episode we discuss Keyword Studios, Team17, Fevertree, Restaurant Group, Redrow & Manchester United. There is also a book review of the W...

E53 - Interview with Invesquotes (Twitter - @Invesquotes)

19 Sep 2021

Contributed by Lukas

In this episode Sam interviews Leandro, who is better known by his Twitter handle @Invesquotes. Leandro is 26 years old and was born and lives in Spai...

E52 - DS Smith, Dunelm, Halfords, Gamma, Ted Baker & AcuityAds

12 Sep 2021

Contributed by Lukas

In this episode we discuss DS Smith, Dunelm, Halfords, Gamma Communications, Ted Baker & AcuityAds. There is also a book review of Paths to Wealth...

E51 - Barratt, Grafton, Berkeley, Coca-Cola European Pacific, Melrose & Docusign

06 Sep 2021

Contributed by Lukas

In this episode we discuss Barratt Developments, Grafton Group, Berkeley Group, Coca-Cola European Pacific Partners, Melrose Industries & Docusign...

E50 - Coca-Cola HBC, InterContinental Hotels, Hargreaves Lansdown, Prudential, M&G, Just Eat & Disney

31 Aug 2021

Contributed by Lukas

In this episode we discuss Coca-Cola HBC, InterContinental Hotels Group, Hargreaves Lansdown, Prudential, M&G, Just Eat Takeaway & Disney. $cch $ihg ...

E49 - Greggs, Taylor Wimpey, Dominos, Legal & General, Ibstock & Activision Blizzard

22 Aug 2021

Contributed by Lukas

In this episode we discuss Greggs, Taylor Wimpey, Dominos, Legal & General, Ibstock & Activision Blizzard. $grg $tw $dom $lgen $ibst $atvi

E48 - Interview with ImagInvests (Twitter - @imaginvests)

14 Aug 2021

Contributed by Lukas

ImagInvests is a retail investor who lives and works in London. He started investing in index funds in 2016 before starting his own active portfolio i...

E47 - Diageo, Rathbones, Rightmove, Moneysupermarket, Airtel Africa, Beyond Meat & Investing for Growth.

07 Aug 2021

Contributed by Lukas

In this episode we discuss Diageo, Rathbone Brothers, Rightmove, Moneysupermarket, Airtel Africa & Beyond Meat. There is also a book review of Inv...

E46 - BAT, Reckitt Benckiser, Unilever, Games Workshop, Shell, Alphabet & The Great Depression A Diary

31 Jul 2021

Contributed by Lukas

In this episode we discuss British American Tobacco, Reckitt Benckiser, Unilever, Games Workshop, Royal Dutch Shell & Alphabet. There is also a book ...

Episode 45 - SSE, BHP Group, Royal Mail, easyJet, Beazley & Coca-Cola

24 Jul 2021

Contributed by Lukas

In this episode we discuss SSE, BHP Group, Royal Mail, easyJet, Beazley & Coca-Cola. $sse $bhp $rmg $ezj $bez $ko

Episode 44 - Barratt Developments, EMIS, Burberry, Tullow Oil, Just Eat & PepsiCo

19 Jul 2021

Contributed by Lukas

In this episode we discuss Barratt Developments, EMIS Group, Burberry Group, Tullow Oil, Just Eat Takeaway.com & PepsiCo. $jet $bdev $emis $tlw $brby...

Episode 43 - Purple Bricks, Morrisons, Persimmon, PZ Cussons, Ocado & Coinbase

10 Jul 2021

Contributed by Lukas

In this episode we discuss Purple Bricks, Morrisons, Persimmon, PZ Cussons, Ocado & Coinbase. $purp $psn $mrw $ocdo $pzc $coin

Episode 42 - Conor at Occasio Capital 2 (Twitter @InvestmentTalkk) - Kura Sushi US, Etsy, Match Group, Crowdstrike

05 Jul 2021

Contributed by Lukas

In this episode Conor at Occasio Capital (better known by his Twitter handle @InvestmentTalkk) re-joins us to discuss Kura Sushi US, Etsy, Match Group...

Episode 41 - Morrisons, Safestore, DS Smith, Berkeley Group, OnTheMarket & Nike

27 Jun 2021

Contributed by Lukas

In this episode we discuss Morrisons, Safestore, DS Smith, Berkeley Group, OnTheMarket & Nike. $smds $bkg $mrw $otmp $safe $nke

Episode 40 - Halfords, Ashtead, Ted Baker, Auto Trader, BAT & Chewy

19 Jun 2021

Contributed by Lukas

In this episode we discuss Halfords, Ashtead, Ted Baker, Auto Trader, British American Tobacco & Chewy. $hfd $aht $ted $auto $bat $chwy

Episode 39 - Interview with Adam Mead (Twitter - @BRK_Student)

10 Jun 2021

Contributed by Lukas

In this episode Sam interviews Adam Mead (Twitter - @BRK_Student), author of The Complete Financial History of Berkshire Hathaway: A Chronological Ana...

Episode 38 - Pennon, Johnson Matthey, B&M, Intertek, Bloomsbury Publishing & Fiverr

06 Jun 2021

Contributed by Lukas

In this episode we discuss Pennon, Johnson Matthey, B&M, Intertek, Bloomsbury Publishing & Fiverr. $bmy $bme $jmat $pnn $itrk $fvrr

Episode 37 - Pershing Square, British Land Co, Luceco, Pets at Home, AJ Bell & Nvidia

31 May 2021

Contributed by Lukas

In this episode we discuss Pershing Square, British Land Co, Luceco, Pets at Home, AJ Bell & Nvidia. $psh $blnd $luce $pets $ajb $nvda

Episode 36 - Royal Mail, Cranswick, Vodafone, Britvic, Future & Alibaba

23 May 2021

Contributed by Lukas

In this episode we discuss Royal Mail, Cranswick, Vodafone, Britvic, Future & Alibaba. We also discuss the recent downturn in the cryptocurrency m...

Episode 35 - Brewin Dolphin, BT, Compass Group, Burberry, Airtel Africa & Disney

16 May 2021

Contributed by Lukas

In this episode we discuss Brewin Dolphin, BT, Compass Group, Burberry, Airtel Africa & Disney. $brw $bt $cpg $brby $aaf $dis

Episode 34 - Boohoo, Novo Nordisk, Deutsch Post, Trainline, A-B InBev & Peloton

09 May 2021

Contributed by Lukas

In this episode we discuss Boohoo, Novo Nordisk, Deutsch Post, Trainline, Anheuser-Busch InBev & Peloton. $dpw $boo $abi $novo $trn $pton

Episode 33 - AstraZenica, GSK, Whitbread, Standard Chartered, IWG, Spotify & The Defensive Value Investor

03 May 2021

Contributed by Lukas

In this episode we discuss AstraZenica, GlaxoSmithKline, Whitbread, Standard Chartered, IWG & Spotify. There is also a book review of The Defensiv...

Episode 32 - Tesco, ABF, JD Sports, Tobacco, Netflix & The Snowball

25 Apr 2021

Contributed by Lukas

In this episode we discuss Tesco, Associated British Foods, JD Sports, British American Tobacco, Imperial Brands & Netflix.  There is also a...

Episode 31 - Interview with Investment Talk (Twitter - @InvestmentTalkk)

18 Apr 2021

Contributed by Lukas

In this episode Sam interviews Conor at Occasio Capital, better known by his Twitter handle @investmenttalkk. Since Conor started investing he has del...

Episode 30 - ASOS, Deliveroo, Spoons, Hotel Chocolat, Dechra & Kraft Heinz

12 Apr 2021

Contributed by Lukas

In this episode we discuss ASOS, Deliveroo, J D Wetherspoon, Hotel Chocolat, Dechra Pharmaceuticals & Kraft Heinz. $asc $roo $hotc $jdw $dph $khc...

Episode 29 - Morrisons, Team 17, Next, Howdens, AG Barr, Jumia

02 Apr 2021

Contributed by Lukas

In this episode we discuss Morrisons, Team 17, Next, Howden Joinery Group, AG Barr & Jumia. $mrw $bag $nxt $hwdn $jmia $tm17

Episode 28 - Cineworld, Kingfisher, Fevertree, Gamma, Unite, Upwork & The Ascent of Money

27 Mar 2021

Contributed by Lukas

In this episode we discuss Cineworld, Kingfisher, Fevertree, Gamma Communications, Unite Group, Upwork. There is also a book review of The Ascent of M...

Episode 27 - Ibstock, Just Eat, Greggs, Dominos, Quilter, StoneCo & Fooled by Randomness

19 Mar 2021

Contributed by Lukas

In this episode we discuss Ibstock, Just Eat Takeaway, Greggs, Dominos, Quilter & StoneCo. There is also a book review of Fooled by Randomness by...

Episode 26 - LSE, Rentokil, Rathbones, Schroders, Prudential, M&G, Mercado Libre

13 Mar 2021

Contributed by Lukas

In this episode we discuss London Stock Exchange Group, Rentokil Initial, Rathbone Brothers, Schroders, Prudential, M&G, & Mercado Libre. $ls...

Episode 25 - Interview with Flosser Invest (Twitter - @FlosserInvest)

07 Mar 2021

Contributed by Lukas

In this episode Sam interviews the transatlantic growth investor Flosser (Twitter - @FlosserInvest). Flosser has been investing in individual stocks f...

Episode 24 - Reckitt, IHG, Rightmove, BAE Systems, Centrica & Etsy

28 Feb 2021

Contributed by Lukas

In this episode we discuss Reckitt Benckiser, Intercontinental Hotels Group, Rightmove, BAE Systems, Centrica & Etsy. $rb $ihg $rmv $ba $cna $ets...

Episode 23 - Segro, British American Tobacco, Primary Health Properties, Moneysupermarket, Nestle & Wix

21 Feb 2021

Contributed by Lukas

In this episode we discuss Segro, British American Tobacco, Primary Health Properties, Moneysupermarket, Nestle & Wix. We also take a listener que...

Episode 22 - Redrow, Dunelm, Ocado, Coca Cola HBC, Heineken & Disney

13 Feb 2021

Contributed by Lukas

In this episode we discuss Redrow, Dunelm, Ocado, Coca Cola HBC, Heineken & Disney. $ocdo $dnlm $rdrw $cch $heia $dis

Episode 21 - Hargreaves Lansdown, Unilever, Renishaw, Shell, BP & Pinterest

08 Feb 2021

Contributed by Lukas

In this episode we discuss Hargreaves Lansdown, Unilever, Renishaw, Royal Dutch Shell, BP & Pinterest. $hl. $ulvr $rsw $rdsa $bp $pins

Episode 20 - Diageo, Fevertree, Rank Group, PZ Cuzzons & McDonald's

31 Jan 2021

Contributed by Lukas

In this episode we discuss Diageo, Fevertree, Rank Group, PZ Cuzzons & McDonald's. There is also a book review of The Great Crash 1929 by John Ken...

Episode 19 - IG Group, CMC, Experian, BHP, Rio Tinto & Netflix

24 Jan 2021

Contributed by Lukas

In this episode we discuss IG Group, CMC Markets, Experian, BHP Group, Rio Tinto & Netflix. We also take a listener question on when to sell and ...

Episode 18 - Safestore, Tesco, Halfords, Persimmon & Facebook

16 Jan 2021

Contributed by Lukas

In this episode we discuss Safestore, Tesco, Halfords, Persimmon & Facebook. $safe $tsco $hfd $psn $fb

Episode 17 - Barratt Developments, M&S, Sainsburys, Morrisons & Next

10 Jan 2021

Contributed by Lukas

In this episode we discuss Barratt Developments, M&S, Sainsburys, Morrisons & Next We also discuss Berkshire Hathaway's AGMs and some of their...

Episode 16 - 2020 Year Review, Finding and Valuing Companies & The Psychology of Money

03 Jan 2021

Contributed by Lukas

In this episode we review our portfolios and thoughts on the year 2020, and our thoughts going into 2021. We also answer a listener question on how to...

Episode 15 - The Investor Way Fantasy Portfolio

28 Dec 2020

Contributed by Lukas

In this episode we construct a £1,000,000 fantasy portfolio. We consider the allocation between commodities, index funds, and individual stocks, and ...

Episode 14 - Purple Bricks, Watches of Switzerland, Inditex, Ruffer, Bitcoin & A Random Walk Down Wall Street

20 Dec 2020

Contributed by Lukas

In this episode we discuss Purple Bricks, Watches of Switzerland, Inditex, and Ruffer's decision to allocate 2.5% of fund assets to Bitcoin. There is ...

Episode 13 - Ashtead, Ted Baker, Balfour Beattie, DS Smith & AirBnB

13 Dec 2020

Contributed by Lukas

In this episode we discuss Ashtead, Ted Baker, Balfour Beattie, DS Smith & AirBnB. $aht $ted $bby $smds $abnb

Episode 12 - Countryside, Future, Avon Rubber, Zuora & The Innovator's Dilemma

06 Dec 2020

Contributed by Lukas

In this episode we discuss Countryside Properties, Future, Avon Rubber & Zuora. There is also a book review at the end of The Innovator's Dilemma by C...

Episode 11 - Aviva, Brewin Dolphin, Britvic, AO & Dell

30 Nov 2020

Contributed by Lukas

In this episode we discuss Aviva, Brewin Dolphin, Britvic, AO World & Dell. $av $brw $bvic $ao $dell

Episode 10 - Homeserve, Imperial Brands, Big Yellow Group, easyJet & SE Ltd

21 Nov 2020

Contributed by Lukas

In this episode we discuss Homeserve, Imperial Brands, Big Yellow Group, easyJet & SE Ltd. $hsv $imb $byg $ezj $se

Episode 9 - ITV, Burberry, Persimmon, Taylor Wimpey, Direct Line & Disney

15 Nov 2020

Contributed by Lukas

In this episode we discuss ITV, Burberry, Persimmon, Taylor Wimpey, Direct Line & Disney.. We also discuss some of the more general movements in the ...

Episode 8 - Autotrader, AstraZenica, DS Smith, Upwork, Ocado, M&S & Sainsburys

07 Nov 2020

Contributed by Lukas

In this episode we discuss Autotrader, AstraZenica, DS Smith, Ocado, Marks & Spencer, Sainsburys & Upwork. $auto $mks $sbry $ocdo $azn $smds ...

Episode 7 - Ibstock, Shell, Banks, Etsy & The Richest Man in Babylon

31 Oct 2020

Contributed by Lukas

In this episode we discuss Ibstock, Royal Dutch Shell, Barclays, NatWest, Lloyds, Standard Chartered & Etsy. We also do a book review at the end of th...

Episode 6 - JD Wetherspoon, Unilever, Reckitt Benckiser, Snap, moneysupermarket & AJ Bell

24 Oct 2020

Contributed by Lukas

In this podcast we discuss Episode 6 - JD Wetherspoon, Unilever, Reckitt Benckiser, Snap, moneysupermarket & AJ Bell. $jdw $ulvr $rb $snap $mony $ajb

Episode 5 - ASOS, Tritax Big Box REIT, Rathbones & Disney

17 Oct 2020

Contributed by Lukas

In this episode we discuss ASOS, Tritax Big Box REIT, Rathbones & Disney.

Episode 4 - Tesco, Imperial Brands, British Land Co, Square & The Ivy Portfolio

10 Oct 2020

Contributed by Lukas

In this episode we discuss Tesco, Imperial Brands, British Land Co, and Square's decision to invest in Bitcoin. We also do a book review on The Ivy Po...

Episode 3 - Asda, Ocado, William Hill, Greggs & How to Own the World

04 Oct 2020

Contributed by Lukas

In this episode we discuss Asda, Ocado, William Hill & Greggs. We also review Andrew Craig's book How to Own the World, particularly in relation ...

Episode 2 - Pets at Home, AG Barr, Whitbread, Boohoo & Pennon

26 Sep 2020

Contributed by Lukas

In this episode we discuss the general pullback in the UK market on Monday. We also talk about recent updates from Pets at Home, AG Barr, Whitbread, B...

Episode 1 - ABF, Redrow, Trainline & Fevertree

25 Sep 2020

Contributed by Lukas

In this episode we discuss Associated British Foods, Redrow, Trainline, and Fevertree.

Episode 0 - Introduction

25 Sep 2020

Contributed by Lukas

In this episode we introduce ourselves, our styles of investing, and discuss Peloton, Games Workshop, Tesla, and Rightmove.