The Investor Way

In this episode we discuss Moonpig, Babcock, Associated British Foods, Sainsbury's, Baltic Classifieds Group & Sunbelt Rentals $moon $bab $abf $sbry $bcg $sunb #moon #bab #abf #sbry #bcg #sunb

In this episode we discuss Tesco, AO World, Whitbread, Safestore, WH Smith & Alphabet $tsco $ao $wtb $safe $smwh $goog #tsco #ao #wtb #safe #smwh #goog

In this episode we discuss British American Tobacco, B&M, SSE, Hollywood Bowl, Pets at Home & PayPal $bats $bme $sse $bowl $pets $pypl #bats #bme #sse #bowl #pets #pypl

In this episode we discuss British Land Co, Sage, Ibstock, AutoTrader, M&S & Cranswick $blnd $sge $ibst $auto $mks $cwk #blnd #sge #ibst #auto #mks #cwk

In this episode we discuss Greggs, Burberry, Imperial Brands, Premier Foods, TUI & Nvidia $grg $brby $imb $pfd $tui1 $nvda #grg #brby #imb #pfd #tui1 #nvda

In this episode we discuss Airtel Africa, Novo-Nordisk, Rightmove, JD Sports, Trainline & Disney $aaf $novob $rmv $jd. $trn $dis #aaf #novob #rmv #jd. #trn #dis

In this episode we discuss Aston Martin, Unilever, Whitbread, The Magnum Ice Cream Company, GSK & Coca-Cola $aml $ulvr $wtb $micc $gsk $ko #aml #ulvr #wtb #micc #gsk #ko

In this episode we discuss ASOS, RELX, British Land Co, LSEG, Reckitt & Associated British Foods $asc $rel $blnd $lseg $rkt $abf #asc #rel #blnd #lseg #rkt #abf

In this episode we discuss Imperial Brands, Unite Group, Barratt Redrow, ASML, Tesco & Taiwan Semiconductor Manufacturing Co $imb $utg $btrw $asml $tsco $tsm #imb #utg #btrw #asml #tsco #tsm

In this episode we discuss Unilever, AG Barr, Boohoo, Wise, ASOS & Netflix $ulvr $bag $debs $wise $asc $nflx #ulvr #bag #debs #wise #asc #nflx

In this episode we discuss Kingfisher, Next, Applied Nutrition, Carnival, Gamma Communications & Alibaba $kgf $nxt $apn $ccl $gama $baba #kgf #nxt #apn #ccl #gama #baba

Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has continued working as a director and financial advisor at Jeremy Kaye Portfolio Management, as well as this he continues to run his fund. The fund has generated over 50% returns in each of the previous two years. We catch up on his fund performance, work as a financial advisor, the interaction between the two, his screening p...

In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in April 2025. Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has purchased a firm of financial advisors Jeremy Kaye Portfolio Management, as well as this...

In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in May 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situat...

In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in May 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situat...

In this episode we discuss Dominos, Persimmon, Supermarket Income REIT, J D Wetherspoon, TrustPilot & Sunbelt Rentals $dom $psn $supr $jdw $trst $sunb #dom #psn #supr #jdw #trst #sunb

In this episode we discuss Ibstock, ITV, Reckitt Benckiser, LSE Group, Taylor Wimpey & Tritax Big Box REIT $ibst $itv $rkt $lseg $tw. $bbox #ibst #itv #rkt #lseg #tw. #bbox

In this episode we discuss Diageo, Mony Group, Aston Martin, Rightmove, Haleon & Wix $dge $mony $hln $rmv $aml $wix #dge #mony #hln #rmv #aml #wix

In this episode we discuss BAE Systems, InterContinental Hotels Group, Centrica, Coca-Cola Europacific, BHP & Wolters Kluwer $ba. $ihg $cna $ccep $bhp $wkl #ba. #ihg #cna #ccep #bhp #wkl

Arthur is a 22-year-old real estate professional with an early and genuine interest in investing. He spent part of his schooling in the Bronx, New York, before returning to the UK and graduating from the University of Reading with a 2:1 in Real Estate. Arthur now works at Knight Frank in their Residential Investment Team, where he focuses on residential investment analysis and advisory work. He be...

In this episode we discuss Barratt Redrow, Coca-Cola HBC, British American Tobacco, The Magnum Ice Cream Company, Unilever & Shopify $btrw $cch $bats $micc $ulvr $shop $btrw #cch #bats #micc #ulvr #shop

In this episode we discuss Dunelm, Shell, AG Barr, Novo Nordisk, GSK & Eli Lilly $dnlm $novob $bag $shel $gsk $lly $dnlm #novob #bag #shel #gsk #lly

In this episode we discuss easyJet, Sage Group, Lloyds, Filtronic, ASML & PayPal $ezj $sge $lloy $ftc $asml $pypl #ezj #sge #lloy #ftc #asml #pypl

In this episode we discuss Airtel Africa, Experian, Games Workshop, J D Wetherspoon, Wolters Kluwer & Netflix $aaf $expn $gaw $jdw $wkl $nflx #aaf #expn #gaw #jdw #wkl #nflx

In this episode we discuss Persimmon, Greggs, Taylor Wimpey, Associated British Foods, Whitbread & AirBnB $psn $grg $tw. $abf $wtb $abnb #psn #grg #tw. #abf #wtb #abnb