The Investor Way

In this episode we discuss Frasers Group, Ashtead, DS Smith, Baltic Classifieds Group, Moonpig & Brown-Forman $fras $aht $smds $bcg $moon $bf.a

In this episode we discuss British American Tobacco, Supreme, AJ Bell, Mind Gym, easyJet & Stitch Fix. $bat $sup $ajb $mind $ezj $sfix

In this episode we discuss Pets at Home, Cranswick, Assura, Britvic, Halfords & Zoom. $pets $cwj $agr $bvic $hfd $zm

In this episode James at Quality Compound (Twitter - @Quality Compound) returns to the show to discuss his portfolio and the changes since his last interview (episodes 62 & 64). Companies discussed include Games Workshop, Axon, PayPal, JD Sports, Fevertree, Boohoo, Safestore, Darktrace and plenty of others. $gaw $pypl $axon $jd $fevr $boo $safe $dark  

In this episode we discuss Taylor Wimpey, M&S, AutoTrader, Young & Cos Brewery, Haleon & Disney. $tw $mks $auto $ynga $hln $dis

In this episode we discuss Shell, GSK, Sainsburys, Rolls Royce, BT & PayPal. $shel $gsk $sbry $rr $bt.a $pypl

In this episode we discuss Airtel Africa, Unilever, Whitbread, Reckitt Benckiser, HSBC & Kraft Heinz. $aaf $ulvr $wtb $rkt $hsba $khc

In this episode we discuss Nestle, ASOS, Dunelm, moneysupermarket, AJ Bell & Shopify. $nesn $asos $dnlm $mony $ajb $shop

In this episode we discuss easyJet, Sirius Real Estate, Entain, LVMH, Barratt Developments & Netflix $ezj $sre $ent $mc $bdev $nflx

In this episode we discuss Tesco, Pennon, JD Wetherspoons, CVS Group, Imperial Brands & Pepsi $tsco $pnn $cvsg $imb $pep

In this episode we discuss AG Barr, Boohoo, Next, Kingfisher, Saga & Nike. $bag $boo $nxt $kfg $saga $nke

In this episode we discuss the City of London Investment Trust, JD Sport Fashion, Haleon, Keyword Studios, PZ Cussons & Costco $hln $jd $pzc $kws $cty $cost

In this episode we discuss Fevertree, Dunelm, Redrow, Trainline, Inditex & MercadoLibre. $fevr $dnlm $rdw $trn $itx $meli

In this episode we discuss Halfords, Genus, DS Smith, Barratt Developments, WHSmith & Build a Bear $hfd $gns $smds $bdev $smwh $bbw

In this episode we discuss Marshalls, Bunzl, Plus500, Gamma Communications, Aston Martin Lagonda & Wix. $mslh $bnzl $aml $gama $plus $wix

In this episode we discuss Hays, Persimmon, Balfour Beatty, BHP, Supreme & Nvidia. $has $psn $bby $bhp $sup $nvda

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

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

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

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

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

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

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 interview check out the podcast and subscribe. With the recent pullback in the S&P 500 and particularly US growth stocks, do you fear that your portfolio may be too US-centric? In today’s episode of the 7investing podcast Luke chats with Sam Ball an...

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

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