The Investor Way

In this episode we discuss Mondi, Whitbread, Softcat, ASML, Bytes Technology Group & TSMC $mndi $wtb $sct $asml $byit $tsm #mndi #wtb #sct #asml #byit #tsm

In this episode we discuss Hollywood Bowl, Tesco, JD Wetherspoons, Airtel Money, AG Barr & Carnival. $bowl $tsco $jdw $aaf $bag $ccl #bowl #tsco #jdw #aaf #bag #ccl

In this episode we discuss Vistry, ASOS, Mitchells & Butlers, Kingfisher, CVS Group & JD Sports $vty $asos $cvsg $kgf $mab $jd. #bvty #asos #cvsg #kgf #mab #jd.

In this episode we discuss Barratt Redrow, Boohoo, Next, Trustpilot, Supermarket Income REIT & Moonpig $btrw $debs $nxt $trst $supr $moon #btrw #debs #nxt #trst #supr #moon

In this episode we discuss Gamma Communications, Associated British Foods, Computacenter, M&G, Dunelm & Broadcom $gama $abf $ccc $mng $dnlm $avco #gama #abf #ccc #mng #dnlm #avco

In this episode, Sam is joined by Pat (X @patcat68), an automotive engineer with more than 30 years of industry experience. Pat's investing journey began alongside his career, with a modest £25 monthly contribution into a PEP - the forerunner of today's ISA. After testing various investing styles over three decades, he has settled on a blend of quality and growth businesses, alongside some...

In this episode, Sam is joined by Pat (X @patcat68), an automotive engineer with more than 30 years of industry experience. Pat's investing journey began alongside his career, with a modest £25 monthly contribution into a PEP - the forerunner of today's ISA. After testing various investing styles over three decades, he has settled on a blend of quality and growth businesses, alongside some occasio...

In this episode we discuss Volex, Next, Goodwin, Prudential, Oxford Nanopore Technologies & Nvidia $vlx $nxt $gdwn $pru $ont $nvda #vlx #nxt #gdwn #pru #ont #nvda

In this episode we discuss Michael Page, BHP, The Magnum Ice Cream Company, JD Sports, Coca-Cola Europacific Partners & Alibaba $page $bhp $micc $jd. $ccep $baba #page #bhp #micc #jd. #ccep #baba

In this episode we discuss Tui, Haleon, Aviva, InterContinental Hotels, Entain & Disney $tui1 $hln $av. $ihg $ent $dis #tui1 #hln #av. #ihg #ent #dis

In this episode we discuss Dominos, Diageo, Coca-Cola HBC, Novo-Nordisk, Tritax Big Box REIT & Eli Lilly $dom $dge $cch $novob $bbox $lly #dom #dge #cch #novob #bbox #lly

In this episode we discuss Games Workshop, Unilever, LSEG, Greggs, Rightmove & Coca-Cola $gaw $ulvr $lseg $grg $rmv $ko #gaw #ulvr #lseg #grg #rmv #ko

In this episode we discuss Ocado, Barratt Redrow, Funding Circle, ASML, ITV & Intuitive Surgical $ocdo $btrw $fch $asml $itv $isrg #ocdo #btrw #fch #asml #itv #isrg

In this episode we discuss Moonpig, Babcock, Associated British Foods, Sainsbury's, Baltic Classifieds Group & Sunbelt Rentals $moon $bab $abf $sbry $bcg $sunb #moon #bab #abf #sbry #bcg #sunb

In this episode we discuss Tesco, AO World, Whitbread, Safestore, WH Smith & Alphabet $tsco $ao $wtb $safe $smwh $goog #tsco #ao #wtb #safe #smwh #goog

In this episode we discuss British American Tobacco, B&M, SSE, Hollywood Bowl, Pets at Home & PayPal $bats $bme $sse $bowl $pets $pypl #bats #bme #sse #bowl #pets #pypl

In this episode we discuss British Land Co, Sage, Ibstock, AutoTrader, M&S & Cranswick $blnd $sge $ibst $auto $mks $cwk #blnd #sge #ibst #auto #mks #cwk

In this episode we discuss Greggs, Burberry, Imperial Brands, Premier Foods, TUI & Nvidia $grg $brby $imb $pfd $tui1 $nvda #grg #brby #imb #pfd #tui1 #nvda

In this episode we discuss Airtel Africa, Novo-Nordisk, Rightmove, JD Sports, Trainline & Disney $aaf $novob $rmv $jd. $trn $dis #aaf #novob #rmv #jd. #trn #dis

In this episode we discuss Aston Martin, Unilever, Whitbread, The Magnum Ice Cream Company, GSK & Coca-Cola $aml $ulvr $wtb $micc $gsk $ko #aml #ulvr #wtb #micc #gsk #ko

In this episode we discuss ASOS, RELX, British Land Co, LSEG, Reckitt & Associated British Foods $asc $rel $blnd $lseg $rkt $abf #asc #rel #blnd #lseg #rkt #abf

In this episode we discuss Imperial Brands, Unite Group, Barratt Redrow, ASML, Tesco & Taiwan Semiconductor Manufacturing Co $imb $utg $btrw $asml $tsco $tsm #imb #utg #btrw #asml #tsco #tsm

In this episode we discuss Unilever, AG Barr, Boohoo, Wise, ASOS & Netflix $ulvr $bag $debs $wise $asc $nflx #ulvr #bag #debs #wise #asc #nflx

In this episode we discuss Kingfisher, Next, Applied Nutrition, Carnival, Gamma Communications & Alibaba $kgf $nxt $apn $ccl $gama $baba #kgf #nxt #apn #ccl #gama #baba

Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has continued working as a director and financial advisor at Jeremy Kaye Portfolio Management, as well as this he continues to run his fund. The fund has generated over 50% returns in each of the previous two years. We catch up on his fund performance, work as a financial advisor, the interaction between the two, his screening p...