The Investor Way

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

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

Due to schedulling difficulties this week we have re-released an old episode from the archives. 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 millionaire before the age of 30, turning $20k into $1.3m. Bill then lost over 90% of this in 2021-22 and is now trying to make it back and help others along the w...

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

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

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

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

In this episode we discuss Coca-Cola Hellenic Bottling Company, BAE Systems, Hargreaves Lansdown, Nestle, InterContinental Hotels Group & Nvidia $cch $ba. $hl. $nesn $ihg $nvda

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

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

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

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

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

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 the stock and property markets, the drop in the capital gains tax annual exemption, and potential impacts a change in government could have.

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

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 portfolios for 2023, and also discuss some of the stocks on Jon's watchlist.

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

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2022, in this episode we review our £1m fantasy portfolio and its performance after 2 years.

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2021, in this episode we review our £1m fantasy portfolio and its performance after 1 year.

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2020, in this episode we construct our £1m fantasy portfolio for the first time.

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

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

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 on 10 June 2021. 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 Me...

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

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