Small Investor Toolbox

Episode notes Just a short note to say that there won't be a show for a little while because Allan is snowed under by all the stuff he has to do. Stay subscribed! Support the show If you want to support the podcast you can: Leave a review on Apple Podcasts or your platform of choice Buy me a coffee Help us both by trying out one of my discount codes: Host your podcast with PineCast using my referr...

Episode notes In this shorter week for the markets Allan shares a useful webinar, a couple of articles, and a podcast that has helped him keep up. Allan's thought for the week Allan shares his thoughts on the concept of income generating assets. Resource of the week This week's resource is a fascinating webinar from Stockopedia. It is an interview with a subscriber who has achieved impressive resu...

Episode notes As well as sharing his favourite article and podcast of the week, in this episode Allan reviews a book called 'The Wealth Ladder' and pontificates on the subject of Unilever. Allan's thought for the week Being a Unilever shareholder was supposed to be boring. Allan considers why recently it has turned out to be anything but. Book of the week This week's book takes an interesting look...

Episode notes This week Allan shares his thoughts on panic selling, a great resource for any investor, plus his favourite article and podcast from the week. Allan's thought for the week Don't panic! You don't have to sell even if it goes up. Resource of the week With the exception of Allan himself, few folks in the investing world have only your interests at heart. But one of those that does is Sh...

Episode notes This week Allan learns many things he didn't know about oil and considers the wisdom of investing in UK oil companies. Allan's thought for the week Allan shares his opening thoughts on the oil business. Book of the week This week's book recommendation is "Oil: Power, politics and pipelines - the story of black gold" by Ian Fitzgerald. It was published in 2025 so should be available f...

Episode notes This week Allan reviews a book for small investors on the UK market. He also looks at an article on the housing sector and a podcast on AI. Allan's thought for the week Allan considers the fact that lots of UK companies rely more on the US market than they do on their market here at home. Book of the week This week's book is a guide to investing in small companies written by an exper...

Episode notes This week Allan reviews a trading memoir, shares and article on business valuation, and a podcast that covers the Iran war from the perspective of the UK investor. Allan's thought for the week Allan Considers the effect AI might have on RNS statements and the importance of seeing management in person. Book of the week This week's book review is 'The Trading Game', by Gary Stevenson....

Episode notes This week Allan reviews a controversial book from last year, shares an article about changes to the way we hold shares, and discusses a podcast on investor engagement. Allan's thought for the week Don't waste time watching shares merely because you've fallen in love with them. Book of the week This week's book is Careless People: A Cautionary Tale of Power, Greed, and Lost Idealism b...

Episode notes Due to unforeseen circumstances there will be no episode this week. Small Investor Toolbox will be back at the usual time on Friday 27 February. Support the show If you want to support the podcast you can: Leave a review on Apple Podcasts or your platform of choice Buy me a coffee Help us both by trying out one of my discount codes: Host your podcast with PineCast using my referral c...

Episode notes This week's episode dips into the work and wisdom of Charlie Munger. It's not the first time, and given his enormous success during his long life, won't be the last either. Allan's thought for the week Study your hero's, but don't be cowed by them. Book of the week This week's book recommendation provides a fairly short, and extremely useful, explanation of Charlie Munger's investing...

Episode notes In this week's Episode Allan considers the importance of data, and how we can best work with it. Allan's thought for the week With reference to an interesting stockopedia article on their 2025 subscriber performance survey Allan considers the problems we face when trying to interpret even good quality material. The article can be found here Book of the week This week's book recommend...

Episode notes This week Allan discusses a book, article and podcast that all have something to say about gold. Allan's thought for the week Allan shares his personal reflections on gold. Book of the week This week's book is 'The secret history of gold: myth, money, politics and power' By Dominic Frisby It was published last year and is available wherever you get your books. Article of the week Fro...

Episode notes This week Allan looks at some more investment strategies as well as getting back to one of his favourite topics: market crashes. Allan's thought for the week Reflections on the NAPS portfolio webinar. Book of the week This week's book is a bit of an investment strategy classic. It is What Works on Wall Street, by James P. O'Shaughnessy Allan reviewed the audio version, but it is avai...

Episode notes This week's podcast is all about trading strategies. Allan's thought for the week Markets reflect the world as it is, not how we want it to be. Nevertheless, remembering that fact can offer us investors with some opportunities. Book of the week This week's book is 'The Naked Trader's book of trading strategies' by Robbie Burns Robbie Burns is best known for his book 'The naked trader...

Episode notes In his first episode of 2026 Allan reviews a book on magic (of the economic and business kind), then moves on to look at why we don't invest, what the Government is doing to try and encourage us to do so, and what else we can do to ensure that our finances are in order for the coming year. Allan's thought for the week In the first podcast following his most recent portfolio review Al...

Episode notes This week, as a special Christmas treat, Allan reviews a classic investing novel, then looks at the real life investor on whom it is based. Allan's thought for the week It's a new investing year, not a new investing you. Book of the week Christmas is a time for fiction, so this week Allan shares his thoughts on the classic american novel Reminiscences of a Stock Operator: The Classic...

Episode notes In this week's podcast Allan reviews an interesting book by Ken Fisher, shares an article on weight-loss drugs, and a podcast interview with a big pharma CEO. Allan's thought for the week Amazing: I'm now an ice cream vendor. Book of the week Ken Fisher is the son of the great Phillip Fisher, and an amazingly successful investor in his own right. In this week's book he shares the pro...

Episode notes This week's podcast is an eclectic mix of stuff that might be of interest to the small investor. We have a book on accounting, an article on robotics, and a great business case study podcast. Allan's thought for the week This week Allan Considers whether or not he is an above average investor. Book of the week This week's book is The economics of accounting: By Richard Frankel, S.P....

Episode notes This week Allan shares a couple of thoughts on the budget, but mainly focusses on the subject of land and property. Allan's thought for the week Don't be swayed by a good story. Book of the week This week's book is The Land Trap: The new history of the world's oldest asset by Mike Bird It's a fascinating account of the role land has played, and continues to play in our economies and...

Episode notes At the age of 93 Warren Buffett is finally coming to the end of his long investing career. May we all find something that inspires us so much that we want to keep doing it until we are in our nineties. Allan's thought for the week Your analysis doesn't have to be perfect: good enough will do. Book of the week This week's book recommendation is 'The Essays of Warren Buffett' by Lawren...

Episode notes This week Allan discusses another classic book, an article on portfolio management, and a podcast on scotch whisky. Allan's thought for the week Allan considers the difference between buy and hold investing and hands off investing. Book of the week This week's book of the week is 'Common Stocks and Uncommon Profits and Other Writings' by Philip A. Fisher. It is a classic manual for t...

Episode notes This week Allan reviews a book, an article, and a podcast episode that each have something interesting to say about bubbles. Allan's thought for the week Stock tips and ideas can be really useful, but it is important not to get overloaded by them. Book of the week This week Allan reviews a book by John Kenneth Galbraith called 'A Short History of Financial Euphoria'. It was written o...

Episode notes In this week's episode Allan shares a book on Superforecasting, an article on the Big Bang, and a podcast interview with a small business founder. Allan's thought for the week Allan considers his failure to be a momentum investor and the problems with fomo that result. Book of the week This week's book is 'Superforecasting, The Art and Science of Prediction' By: Philip Tetlock and Da...

Episode notes In this week's episode Allan shares what first got him interested in investing. It is a shorter offering since Allan has been on holiday. Usual service will resume next week. Support the show If you want to support the podcast you can: Leave a review on Apple Podcasts or your platform of choice Buy me a coffee Help us both by trying out one of my discount codes: Host your podcast wit...

Episode notes This week Allan looks at a classic text, as well as sharing some of the other interesting stuff that has caught his fancy. Allan's thought for the week This week Allan considers how a little knowledge really can be a dangerous thing. Book of the week This week's book takes us back in time to look at the classic text of value investing. Fortunately the 75th anniversary edition was pub...