The Investor Way

In this episode Sam interviews Adam Mead (Twitter - @BRK_Student), author of The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece. Adam Mead is CEO and Chief Investment Officer of Mead Capital Management, LLC, a value-focused New Hampshire-based Registered Investment Advisor he founded in 2014. He’s also the...

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

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

In this episode we discuss Royal Mail, Cranswick, Vodafone, Britvic, Future & Alibaba. We also discuss the recent downturn in the cryptocurrency markets at the end. $bvic $vod $rmg $cwk $futr $baba

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

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

In this episode we discuss AstraZenica, GlaxoSmithKline, Whitbread, Standard Chartered, IWG & Spotify. There is also a book review of The Defensive Value Investor by John Kingham at the end. $azn $gsk $wtb $stan $iwg $spot

In this episode we discuss Tesco, Associated British Foods, JD Sports, British American Tobacco, Imperial Brands & Netflix.  There is also a book review of The Snowball by Alice Schroeder at the end. $tsco $abf $jd $bat $imb $nflx

In this episode Sam interviews Conor at Occasio Capital, better known by his Twitter handle @investmenttalkk. Since Conor started investing he has delivered returns of 118% vs 41% for the S&P 500. In addition, Conor runs an investment newsletter with over 5,000 subscribers. Conor has a masters in economics and has previously worked as an analyst. Sam and Connor discuss a range of topics includ...

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

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

In this episode we discuss Cineworld, Kingfisher, Fevertree, Gamma Communications, Unite Group, Upwork. There is also a book review of The Ascent of Money by Niall Ferguson at the end. Finally, we take a listener question on how to view your entire portfolio when it is spread across multiple accounts/platforms. $cine $kgf $fevr $gama $utg $upwk

In this episode we discuss Ibstock, Just Eat Takeaway, Greggs, Dominos, Quilter & StoneCo. There is also a book review of Fooled by Randomness by Nassim Nicholas Taleb at the end. We also take a listener question on what platforms and research tools to use for investing.  $ibst $jet $grg $dom $qlt $stne

In this episode we discuss London Stock Exchange Group, Rentokil Initial, Rathbone Brothers, Schroders, Prudential, M&G, & Mercado Libre. $lseg $rto $rat $sdrc $pru $mng $meli

In this episode Sam interviews the transatlantic growth investor Flosser (Twitter - @FlosserInvest). Flosser has been investing in individual stocks for over a decade and has over 30 doubles, 8 ten baggers, and an 85 bagger. Sam and Flosser go over a range of topics including allocation, position sizes, valuations in the UK vs US, resources, and plenty of others. Sam and Flosser also go into Floss...

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

In this episode we discuss Segro, British American Tobacco, Primary Health Properties, Moneysupermarket, Nestle & Wix. We also take a listener question on hedging foreign exchange risk.  $sgro $bat $php $mony $nesn $wix

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

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

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 Kenneth Galbraith at the end. $dge $fevr $rnk $pzc $mcd

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 holding cash in your portfolio. $igg $cmcx $expn $bhp $rio $nflx

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

In this episode we discuss Barratt Developments, M&S, Sainsburys, Morrisons & Next We also discuss Berkshire Hathaway's AGMs and some of their key takeaways, and give details of an upcoming FinTwit conference for 2021. $mks $mrw $bdev $nxt $sbry

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 find and value businesses. In addition there is a book review of The Psychology of Money by Morgan Housel at the end. 

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