The Investor Way

In this episode we discuss AutoTrader, Pets at Home, B&M, AJ Bell, M&S & Zoom. $auto $pets $bme $ajb $mks $zm

In this episode we discuss Imperial Brands, Britvic, Royal Mail, Burberry, National Grid, Fiverr & Just Eat Takeaway $imb $bvic $rmg $brby $ng $fvrr $jet

In this episode Luke Hallard (Twitter - @7LukeHallard) returns for the second part of his interview to discuss his own portfolio. The companies discussed include Shopify, Tesla, Fiverr, AirBnB, Google, Amazon & Crowdstrike. $shop $tsla $fvrr $abnb $googl $amzn $crwd

In this episode we discuss E86 - Airtel Africa, Boohoo, Deutsche Post, Shell, Sage & Disney $aaf $boo $dpw $shel $sge $dis

In this episode we discuss Associated British Foods, Whitbread, Unilever, Sainsburys, Reckitt Benckiser & Apple $abf $wtb $ulvr $sbry $rkt $appl

Luke Hallard (Twitter - @7LukeHallard) is a lead advisor for 7investing. He primarily invests in technology and innovation, with a current bias towards health-tech and companies enabling the ‘work from anywhere’ economy. Luke invests in US equities, but he also has a handful of angel investments, with two successful exits to date. Although Luke’s portfolio spans many industries, a key factor his p...

Sachin is a pharmacist who has recently become a property investor and is looking to move into development.  In this episode we take a deep dive into:  His background   Why he got into property investing   The highs and lows of property  What he has learnt so far And much more.

In this episode we discuss Tesco, easyJet, ASOS, Oxford Biomedica, Nestle & Netflix. $tsco $ezj $asos $oxb $nesn $nflx

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 way. Bill runs a very concentrated portfolio and uses leverage to try to maximise his returns. Pl...

In this episode we discuss Ibstock, Ted Baker, Saga, Keyword Studios, AG Barr & Lululemon. $ibst $ted $saga $kws $bag $lulu

In this episode we discuss Next, Dominos, Inditex, Greggs, DS Smith & Buzzfeed. $nxt $dom $itx $grg $smds $bzfd

In this episode we discuss Fevertree, Trainline, Kingfisher, Schroders, Ocado & Bumble. $fevr $trn $kgf $sdr $ocdo $bmbl

In this episode we discuss Persimmon, ITV, Taylor Wimpey, Hargreaves Lansdown, Entain & Duolingo. $psn $itv $tw $hl. $ent $duol

Andrew Wagner is a writer, a researcher, an analyst, and a passionate advocate for economics education. He is the author of “The Economics of Online Gaming: A Player’s Introduction to Economic Thinking”, a book about using an online game to better understand economic ideas that apply to the real world. He is also the founder and Chief Investment Officer of Wagner Road Capital Management, a Minneso...

In this episode we discuss Rightmove, Reckitt Benckiser, Centrica, moneysupermarket, Aston Martin & Etsy. $rmv $rkt $cna $mony $aml $etsy

In this episode we discuss British American Tobacco, Dunelm, Unilever, Barratt Developments, Redrow & Disney. $bat $dnlm $ulvr $bdev $rdw $dis

In this episode Sam interviews Paul Ahdal (Twitter - @PaulAhdal). Paul is a private investor who is aiming to become financially independent by the age of 50. In order to achieve this goal he looks to either buy quality companies at a reasonable price or buy companies that are attractive due to market over reactions, and use funds, trusts and ETFs for international and sector d...

In this episode we discuss Shell, Airtel Africa, BT, Novo-Nordisk, AG Barr & Meta. There is also a book review of Irrational Exuberance by Robert Shiller at the end. $shel $aaf $bt.a $nvd $bag $fb

In this episode we discuss J D Wetherspoons, Diageo, Britvic, Fevertree, Doc Martens & Microsoft. $jdw $dge $bvic $fevr $docs $msft

In this episode we discuss Rio Tinto, Ibstock, BHP, Burberry, Associated British Foods & Netflix. There is also a book review of Going Down Tobacco Road by Gene Hoots at the end.  $rio $ibst $bhp $brby $abf $nflx

In this episode we discuss Tesco, Whitbread, Sainsburys, ASOS, Unilever & Activision Blizzard. $tsco $wtb $sbry $asos $ulvr $atvi

In this episode we discuss Next, Boohoo, Inditex, Ocado, Currys & Peloton. $nxt $boo $itx $cury $ocdo $pton

In this episode Sam interviews John Kingham, author of The Defensive Value Investor. John invests in high quality UK dividend stocks and launched the dividend stocks newsletter in 2011 (https://www.ukdividendstocks.com/). Before launching the investment newsletter in 2011, John worked as a software analyst in the insurance industry. John been investing in UK stocks since 1995 and in 2007, he...

In this episode we review our fantasy portfolio and see how it has done over the last 12 months and compared to the world index. We also discuss which stocks we would like to sell or add to the portfolo. For last year's fantasy portfolio episode please see episode 15. 

In this episode we discuss easyJet, DS Smith, AJ Bell, Future, British American Tobacco & Snowflake. $ezj $smds $ajb $futr $bat $snow