The Investor Way

Please note there has been an issue with Sam's microphone. The audio is okay but not great and not at the standard we would like. A new microphone has been ordered but we would recommend listening to this episode with headphones on rather than via a speaker, as via a speaker some of it is much harder to understand than normal. In this episode we discuss Halma, Diageo, Cake Box Holdings, Fraser...

In this episode we discuss Ocado, Barratt Redrow, Trustpilot, Experian, ASML & Netflix $ocdo $btrw $trst $expn $asml $nflx #ocdo #btrw #trst #expn #asml #nflx

In this episode we discuss Primary Health Properties, Mulberry Group, Greggs, Baltic Classifieds Group, Sainsbury's & Ashtead $php $mul $sbry $bcg $grg $aht #php #mul #sbry #bcg #grg #aht

In this episode we discuss Safestay, Tritax Big Box REIT, Watches of Switzerland Group, Halfords, Supreme & Fevertree $ssty $bbox $wosg $hfd $sup $fevr #ssty #bbox #wosg #hfd #sup #fevr

In this episode we discuss Tesco, Safestore, Carnival, Moonpig, Bunzl & Nike $tsco $safe $ccl $moon $bnzl $nke #tsco #safe #ccl #moon #bnzl #nke

In this episode we discuss British American Tobacco, Chemring Group, Pennon, B&M, Dr Martens & Adobe $bats $chg $pnn $bme $docs $adbe #bats #chg #pnn #bme #docs #adbe

In this episode Sam interviews Wesley Chambers (X - @InvestWithWes1). Wesley is a 29 year old contrarian value investor. Wesley's portfolio includes a lot of stocks from outside of his home UK market, including large allocations to US, French, and Chinese companies, and this is the focus for much of the interview. Wesley also has a Substack which you can subscribe to here .

In this episode we discuss AutoTrader, Pets at Home, C&C Group, British Land Co, Hollywood Bowl & Nvidia $auto $pets $ccr $blnd $bowl $nvda #auto #pets #ccr #blnd #bowl #nvda

In this episode we discuss Diageo, Mitchells & Butlers, Greggs, Cranswick, M&S & JD Sports $dge $mab $grg $cwk $mks $jd. #dge #mab #grg #cwk #mks #jd.

In this episode Sam interviews Matt who who goes by his X handle UK Dividend Investor (X - @UKDivInvestor). Matt is 32 from North East Essex, (no association with TOWIE). Matt began investing in the latter part of 2022, initially using MoneyBox, having reached a point in his career where he had some spare cash. Whilst using MoneyBox they started offering the opportunity to invest in individual sto...

In this episode we discuss Imperial Brands, Auction Technology Group, Burberry, Sage, TUI & Upwork $imb $atg $brby $sge $tui1 $upwk #imb #atg #brby #sge #tui1 #upwk

In this episode we discuss Aston Martin Lagonda, Novo-Nordisk, Airtel Africa, Rightmove, AB InBev & Disney $aml $rmv $aaf $novob $abi $dis #aml #rmv #aaf #novob #abi #dis

In this episode we discuss Associated British Foods, BP, Entain, Whitbread, Haleon & PayPal $abf $bp $ent $wtb $hln $pypl #abf #bp #ent #wtb #hln #pypl

In this episode Sam interviews European DGI (X - @European_DGI). European DGI is a European dividend growth investor who is on track to retire by 47. European DGI began investing in late 2014 and his dividend income now covers 72% of his monthly expenses. European DGI is the creator of the Noble 30 index, a handpicked group of European Dividend Aristocrats – 30 blue-chip companies with €5B+ market...

Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has purchased a firm of financial advisors Jeremy Kaye Portfolio Management, as well as this he continues to run a special situations fund, although the focus of the fund has changed. Joe shares his experience of purchasing a business, his experience in the financial advice industry, and changes to his own investment philosophy...

In our next episode we will be doing a catch up interview so we are re-releasing his previous interview for those who want to refresh or were not listening when he originally came on. This episode was originally released in May 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situati...

In our next episode we will be doing a catch up interview so we are re-releasing his previous interview for those who want to refresh or were not listening when he originally came on. This episode was originally released in April 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situa...

In this episode we discuss Tesco, JD Sports, Sainsburys, ASML, Heineken & Match Group $tsco $jd. $sbry $asml $heia $mtch #tsco #jd. #sbry #asml #heia #mtch

In this episode James at Quality Compound (X - @QualityCompound) returns to the show to discuss how his portfolio has performed since his last appearance, his changes in philosophy and the stocks in it.

James at QualityCompound will be returning for a catch up interview in our next episodes. We are therefore re-releasing his previous interviews for anyone who wishes to listen prior to his latest episode. This episode was originally published in November 2022. In this episode James at Quality Compound (Twitter - @Quality Compound) returns to the show to discuss his portfolio and the changes since...

James at QualityCompound will be returning for a catch up interview in our next episodes. We are therefore re-releasing his previous interviews for anyone who wishes to listen prior to his latest episode. This episode was originally published in December 2021. In this episode the Twenties Trader returns to discuss his portfolio with Sam and the family portfolio he manages. The companies discussed...

James at QualityCompound will be returning for a catch up interview in our next episodes. We are therefore re-releasing his previous interviews for anyone who wishes to listen prior to his latest episode. This episode was originally published in November 2021. The Twenties Trader is a stock market enthusiast, investing in companies in the UK, Europe and the US. The Twenties Trader runs an investme...

In this episode we discuss the recent Orange Swan event and market reactions to tariffs. The stocks in this episode include Novo-Nordisk, AirBnB, Disney, Pepsi, Fiverr, Docusign and Etsy #novob #abnb #dis #pep #fvrr #docu #etsy $novob $abnb $dis $pep $fvrr $docu $etsy

In this episode we discuss Next, Gamma Communications, Fevertree, Aptitude Software, A G Barr & Nike $nxt $gama $fevr $aptd $bag $nke #nxt #gama #fevr #aptd #bag #nke

In this episode we discuss J D Wetherspoons, Savills, Carnival, Boohoo, Prudential, & Trustpilot $jdw $svs $boo $ccl $pru $trst