The Investor Way

In this episode we discuss Burberry, SCS, Imperial Brands, Auction Technology Group, Britvic & PayPal. $brby $scs $imb $atg $bvic $pypl

In this episode we discuss ITV, ASOS, Boohoo, Airtel Africa, Adidas & Disney $itv $asc $boo $aaf $ads $dis

In this episode we discuss BP, Haleon, Shell, AB InBev, Trainline & Kraft Heinz $bp. $hln $shel $abi $trn $khc

In this episode we interview Joe Value (Twitter - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situations - for more information see his Substack https://specialsituationsglobalequities.substack.com/. In part 2 of this interview we discuss Joe's portfolio and some of the stocks and funds in it.

In this episode we discuss Reckitt Benckiser, Associated British Foods, Unilever, Whitbread, Nestle & McDonalds. $rkt $abf $ulvr $wtb $nesn $mcd

In this episode we interview Joe Value (Twitter - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situations - for more information see his Substack https://specialsituationsglobalequities.substack.com/. In part 1 of this interview we discuss Joe's general investing philosophy.

In this episode we discuss Tesco, Direct Line, Imperial Brands, Rolls Royce, PZ Cussons & WD-40 $tsco $dlg $imb $rr. $pzc $wdfc

In this episode we discuss AG Barr, JD Wetherspoons, Next, Admiral, Carnival & Cazoo. $bag $jdw $nxt $adm $ccl $czoo

In this episode we discuss Fevertree, Keyword Studios, Inditex, Helios Towers, Kingfisher & Coca-Cola FEMSA $fevr $kws $itx $htws $kgf $kof

In this episode we discuss Greggs, Entain, Ibstock, Darktrace, Dominos (UK) & Nike $grg $ent $ibst $dark $dom $nke

In this episode we discuss Primary Health Properties, Rightmove, Persimmon, London Stock Exchange Group, AB InBev & Wendy's. $php $rmv $psn $lseg $abi $wen

In this episode we discuss moneysupermarket, Nestle, Hargreaves Lansdown, Centrica, Coca-Cola HBC & Coca-Cola $mony $nesn $hl. $cna $cch $ko

This is the second part of Sam's interview with Steve Daniels (Twitter - @ScroogeMcCodf). Steve is one of the co-hosts of the PlayingFTSE podcast. He has been investing privately and publicly for about 15 years with a focus on businesses that he considers high quality growers with low risk profiles.  If you want to hear more from Steve or see what's in his portfolios search 'PlayingFTSE' on YouTub...

In this episode Sam interviews Steve Daniels (Twitter - @ScroogeMcCodf). Steve is one of the co-hosts of the PlayingFTSE podcast. He has been investing privately and publicly for about 15 years with a focus on businesses that he considers high quality growers with low risk profiles.  If you want to hear more from Steve or see what's in his portfolios search 'PlayingFTSE' on YouTube / wherever you...

In this episode we discuss British American Tobacco, PZ Cussons, Unilever, BP, Redrow & Disney $bat $pzc $ulvr $bp. $rdw $dis

In this episode we discuss Airtel Africa, Entain, Dr Martens, Shell, BT & Apple. $aaf $ent $docs $shel $bt.a $aapl

In this episode we discuss Diageo, Fevertree, Burberry, Ocado, Associated British Foods & Intel. $dge $fevr $brby $ocdo $abf $intc

In this episode we catch up with Sachin Govind (Twitter & IG @Sachin_Govind) following his last interview in April 2022 to discuss property investing and changes to the environment and his strategy in the last 9 months.  His last interview (E83) has been re-released as a bonus episode so should be the prior episode. 

Our next episode will be a catch up interview with property investor Sachin Govind so we are re-releasing his previous interview from April 2022 for those who have not yet listened or want to refresh. 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...

In this episode we discuss Tesco, ASOS, Sainsburys, Halfords, M&S & Match Group. $tsco $asos $sbry $hfd $mks $mtch

In this episode we discuss B&M, TUI, Greggs, Currys, Next & Nike. $bme $tui $grg $cury $nxt $nke

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 portfolio. Previous fantasy portfolio episodes have been re-released as bonus episodes in the prior two episodes. 

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2021, in this episode we review our £1m fantasy portfolio and its performance after 1 year.

As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2020, in this episode we construct our £1m fantasy portfolio for the first time.

The Investor Way welcomes good friend of the podcast Dr Gavin Gordon, a doctor in the North of England who comes on the show to discuss his passive investing strategy. With Jon, they go over general approach, mindset, index funds and ETFs, holding for the long term and exploring potential future issues with passive investing. Both Jon and Gavin are keen to hear all comment and criticism from liste...