The Investor Way

In this episode the Twenties Trader returns to discuss his portfolio with Sam and the family portfolio he manages. The companies discussed include Games Workshop, Fevertree, Boohoo, Gamma Communications, Team 17, JD Sports, Adidas, Peloton, Unilever, Diageo, LSE & Darktrace.

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

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 service, www.thetwentiestrader.com where readers can enjoy thoughtful analysis of companies across various sectors and geographies alongside the option to subscribe to his premium service with portfolio alerts and in-depth research. The Twenties Tra...

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

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

In this episode we discuss Unilever, Airtel Africa, Nestle, Whitbread, Segro, & Tesla. There is also a book review of The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy by Craig Rowland at the end.  $ulvr $aaf $nesn $wtb $sgro $tsla

The Sloth Investor is an advocate of a simple, inactive approach to investing. Growing up in a family of non-investors, Mr. Sloth's head was turned by the sage wisdom of investing luminaries such as Andrew Hallam (author of 'The Millionaire Teacher'), Morgan Housel, and, last but not least, his father-in-law. Consequently, Mr. Sloth's 5 bedrock principles represent a compo...

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

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

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

In this episode we discuss Keyword Studios, Team17, Fevertree, Restaurant Group, Redrow & Manchester United. There is also a book review of the Warren Buffett Portfolio by Robert Hagstrom at the end. $rdw $tm17 $rtn $fevr $kws $manu

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 Spain. He graduated in economics in 2017 and started working as a Business Consultant for a global consulting firm. He stills work in that role up to this day. His interest in investing started while he was in university where he started reading books ab...

In this episode we discuss DS Smith, Dunelm, Halfords, Gamma Communications, Ted Baker & AcuityAds. There is also a book review of Paths to Wealth through Common Stocks by Phil Fisher at the end.  $smds $dnlm $hfd $gama $ted $at

In this episode we discuss Barratt Developments, Grafton Group, Berkeley Group, Coca-Cola European Pacific Partners, Melrose Industries & Docusign. $bdev $gtfu $bkg $ccep $mro $docu

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

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

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 in 2020. His goal is to beat the market (S&P 500) over an initial 5 year period and have fun learning, connecting with like-minded people and growing along the way.

In this episode we discuss Diageo, Rathbone Brothers, Rightmove, Moneysupermarket, Airtel Africa & Beyond Meat. There is also a book review of Investing for Growth by Terry Smith at the end.  $dge $rat $rmv $mony $aaf $bynd

In this episode we discuss British American Tobacco, Reckitt Benckiser, Unilever, Games Workshop, Royal Dutch Shell & Alphabet. There is also a book review of The Great Depression A Diary by Benjamin Roth at the end. $bat $rkb $ulvr $gaw $rdsa $goog

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

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

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

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 & Crowdstrike.  He also takes a couple of more general questions from listeners too.  For Conor's free deep dive into Kura Sushi US see https://investmenttalk.substack.com/p/kaitensushi-kura-sushi-us-90d  For the article Conor referred to in relatio...

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

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