James Goodwin

Firm Returns

Business EN ↓ 39 episodes

Podcast discussing value investing and recent write-ups on firmreturns.com.

Be sure to visit the podcast's website and support the creator: www.firmreturns.com

Author

James Goodwin

Episodes

FRW Ep. 3 - WBD, TBLD, AV 12.08.2023 37:58

Welcome to another episode of Firm Returns Weekly - a weekly show where I discuss recent news related to my portfolio holdings and other topics I think might be of interest. Companies discussed in this episode include: Warner Bros. Discovery (WBD), tinyBuild (TBLD), and Aviva (AV).You can read the article here: https://www.firmreturns.com/firm-retu ... Where you can also subscribe to my free newsl...

FRW Ep. 2 - WBD, TBLD, FSTA, ECOR, AV 07.08.2023 33:16

Welcome to another episode of Firm Returns Weekly - a weekly show where I discuss recent news related to my portfolio holdings and other topics I think might be of interest. Companies discussed in this episode include: Warner Bros. Discovery (WBD), tinyBuild (TBLD), Fuller, Smith & Turner (FSTA), Ecora Resources (ECOR), and Aviva (AV).You can read the article here: https://www.firmreturns.com/...

Firm Returns Weekly - Week 1 30.07.2023 48:25

This is the first episode of a new series I'm starting called Firm Returns Weekly, where I'll be discussing recent news related to my portfolio holdings, and other topics I think might be of interest. Companies discussed in this episode include: tinyBuild (TBLD), Warner Bros. Discovery (WBD), Fuller, Smith & Turner (FSTA), Ecora Resources (ECOR), and Taylor Maritime Investments (TMI).You can r...

Ep. 11 - tinyBuild Update 23.07.2023 2:29:59

In this episode I go through my latest update on tinyBuild, wherein I discuss the company's release pipeline, FY22 annual report, trading update, AGM and valuation. You can read the article here: https://www.firmreturns.com/tbld-update-18-07-23/ I'm also on Twitter: https://twitter.com/FirmReturns

Ep. 10 - Talking Nintendo with Chit Chat Money 03.07.2023 56:29

In this episode I interviewed Ryan and Brett from Chit Chat Money and we discussed Nintendo. You can find out more about them via the following links:YouTube: @ChitChatMoney Twitter: https://twitter.com/chitchatmoney Arch Capital website: https://www.archcapitalfund.com/

Ep. 9 - WBD & Portfolio Update 11.06.2023 1:12:56

In this episode I cover my recent article on Warner Bros. Discovery (WBD) and a portfolio update. You can find the WBD article here: https://www.firmreturns.com/warner-bros-discovery-update-06-23/ And the portfolio update here: https://www.firmreturns.com/portfolio-changes-31-05-23/ I'm also on Twitter and LinkedIn .

Ep. 8 - Ecora Resources 20.05.2023 1:48:52

In this episode I discuss my write-up of Ecora Resources (ECOR) published on the 17th of May. You can read the full article here: https://www.firmreturns.com/ecora-resources/ That's also where you can find the rest of my articles and subscribe to receive future write-ups directly to your inbox. Follow me on twitter @FirmReturns

Ep. 7 - Alex Nichiporchik interview 05.04.2023 34:38

In this episode I was joined by Alex Nichiporchik, Founder and CEO of tinyBuild (TBLD). We discussed among other things: Alex's background, founding the company, tinyBuild's early years and evolution, the Franchise model, Games as a Service, and integrating newly acquired subsidiaries. You can find Alex on twitter at @aNichiporchik And checkout https://www.tinybuild.com/ for more info on the compa...

Ep. 6 - tinyBuild 26.03.2023 1:32:43

In this episode I discuss my write-up of tinyBuild (TBLD) published on the 24th of March. You can read the full article here: https://www.firmreturns.com/tinybuild-stock-analysis/ You can find the rest of my articles and subscribe to my newsletter, to get future articles directly in your inbox at: https://www.firmreturns.com I'm also on twitter at @FirmReturns

Ep. 5 - Fuller, Smith & Turner 07.03.2023 1:14:14

In this episode I discuss my write-op of Fuller, Smith & Turner (FSTA) published on the 6th of March. You can read the full article here: https://www.firmreturns.com/fuller-smith-turner-stock-analysis/ You can find the rest of my articles and subscribe to my newsletter, to get future articles directly in your inbox at: https://www.firmreturns.com I'm also on twitter at @FirmReturns

Ep. 4 - Aviva 25.02.2023 1:15:47

In this episode I discuss my write-up of Aviva (AV) from November last year. You can read the full article here: https://www.firmreturns.com/aviva-stock-analysis/ For more, you can also subscribe to my newsletter at https://www.firmreturns.com and follow me on twitter @FirmReturns

Ep. 3 - Taylor Maritime Investments 19.02.2023 35:15

In this episode I discuss my write-up of Taylor Maritime Investments (TMI) from May last year, along with a thread on the latest Q3 trading update. You can read the full article here: https://www.firmreturns.com/taylor-maritime-investments-stock-analysis/ And find the thread referenced here: https://twitter.com/FirmReturns/status/1619071854777634819

Ep. 2 - Somero Enterprises, Inc. 14.02.2023 1:14:50

In this episode I discuss my write-up of Somero Enterprises, Inc. a US industrial company listed on the London Stock Exchange's AIM. You can read the full article here: https://www.firmreturns.com/somero-enterprises-inc/ Here's the Twitter thread referenced in the episode: https://twitter.com/FirmReturns/status/1620509303168995328

Ep. 1 - Warner Bros. Discovery 12.02.2023 1:32:44

In this episode I discuss my recent write-up of Warner Bros. Discovery (WBD). You can read the article here: https://www.firmreturns.com/warner-bros-discovery-inc-stock-analysis/ You can sign-up to my newsletter to get these articles directly in your inbox here: firmreturns.com I'm also on twitter: https://twitter.com/FirmReturns