The SharePickers Podcast with Justin Waite

All investment decisions you make are your responsibility.

Apparently he had a flat battery. Pete's here and even Paddy turns up for a few minutes

Is this the best investment scenario you can achieve? We also discuss Destiny Pharma #DEST & Good Energy #GOOD

We are seeing, I believe, the start…. of the end…. of the bear market. Bear = 20% below highs Bull = 20% above lows Inflation figures this week…. Inflation / CPI year on year to June Actual = 7.9% Forecast = 8.2% Previous = 8.7% Even Core CPI (YoY) (Jun) which BoE pay attention to is below forecasts... Actual = 6.9% Forecast = 7.1% Previous = 7.1% The Producer Price Index (PPI) Input (YoY) (Jun) ...

Some notes on Good Energy #GOOD  VALUATION SUMMARY Market Capitalisation = £29m Net Cash = £19m Enterprise Value = £10m Net Asset Value = £38m WHAT DO THEY DO? Good Energy is a supplier of 100% renewable power and an innovator in energy services.  It has long term power purchase agreements with a community of 1,700 independent UK generators who are independent businesses, non profits and local com...

People are bearish… why? Because of all the economic data out there, it’s not good. Yes but the reality is the markets have priced a heck of a lot of this in. It’s been falling for 18 months. Now with this in mind, the fact the markets have been pricing this in advance - when do you think the markets will start pricing better economic data in advance?

How much money do you need a year to do the things you want to do? If you had a million pound and had it in a high yielding dividend fund, let’s say it would pay you 5%, you’d get £50k per year. From the age of 20, you would have to put £500 a month aside and assuming you can earn 5% interest a year, you’d have £1m by the age of 65. That’s a lot isn’t it? I don’t think many 20 year olds can afford...

Ketchup vs Mayo Central Bankers

The recent performance of the AIM All Share Index & 10 Facts About Bear Markets

The AIM ALL Share is at a new low at 760 from its all time high Last low was at 770 in October last year. It’s now down 42% from it’s all time high 658 days ago. The last time it was at this level during the dash for cash crash in April 2020.  This was a quick dip that recovered.  Previous to this, it was last at this level on 4th August 2016.  2,505 days ago.

Prime Minister Rishi Sunak said he understands that people will feel 'anxiety' following interest rate hike, adding that he's '100% on it' and it's 'going to be okay'. Bank of England Rate Rise Actual = 0.5% Forecast = 0.25% Current Interest Rate = 5% The AIM ALL Share has closed at 767.07 down (-0.82%), below it's October low of 775.61  Even though the CPI (YoY) (May) came in unchanged at 8.7%  w...

"How to Make Money in Stocks: A Winning System in Good Times and Bad" by William O'Neil is a comprehensive guide to investing in the stock market. The fourth edition of the book offers a winning system for navigating both favorable and challenging market conditions. O'Neil's book emphasizes a growth investing approach that focuses on identifying stocks with strong potential for price appreciation....

"Mastering the Market Cycle: Getting the Odds on Your Side" by Howard Marks is a book that explores the dynamics and patterns of market cycles in the world of investing. Howard Marks, a seasoned investor and co-founder of Oaktree Capital Management, shares his insights and strategies for understanding, analyzing, and capitalizing on market cycles to enhance investment returns.

"The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness" is a book written by Morgan Housel that explores the psychological and behavioural aspects of money management and personal finance.  Doing well with money isn't necessarily about what you know. It's about how you behave. And behaviour is hard to teach, even to really smart people.

Is investing gambling? Yes. It’s all about probability. You are pretty much betting on the future of a company’s prospects. Some company's prospects are more predictable than others, therefore there's less risk but probably less reward.

"The Art of Execution: How the World's Best Investors Get It Wrong and Still Make Millions" by Lee Freeman-Shor is a book that explores the strategies and decision-making processes of successful investors, highlighting how they handle mistakes and still manage to achieve substantial financial gains.

"100 Baggers: Stocks That Return 100-to-1 and How To Find Them" by Christopher Mayer is a book that explores the concept of finding stocks that have the potential to grow by 100 times their initial investment value. The author shares insights and strategies based on his extensive research and analysis of historical stock market data. The book emphasizes the importance of long-term investing and hi...

"One Up On Wall Street" by Peter Lynch is an investment book that provides insights and strategies for individual investors to find successful investment opportunities. Lynch, a renowned mutual fund manager, shares his approach to stock picking and emphasizes the importance of individual investors leveraging their unique advantages. 

"Thinking, Fast and Slow" by Daniel Kahneman explores the cognitive processes that drive human decision-making. Drawing on decades of research in psychology and behavioral economics, Kahneman presents a framework that distinguishes between two systems of thinking: the intuitive and fast-thinking System 1, and the deliberate and slow-thinking System 2.

"Reminiscences of a Stock Operator" by Edwin Lefèvre is a fictionalised biography based on the life and experiences of Jesse Livermore, a famous stock trader.  Jesse Livermore is considered a pioneer of day trading and at one time, Livermore was one of the richest people in the world;  Some of Livermore's trades, such as taking short positions before the 1906 San Francisco earthquake and just befo...

Birthday's, Bull Markets Starts, HHP potential Spreadsheet, Cathie Wood and Bitcoin, Headline news.

"The Little Book That Beats the Market" by Joel Greenblatt is an investment book that presents a simple and systematic approach to stock investing. Greenblatt introduces the concept of "Magic Formula" investing, which aims to identify undervalued companies with strong financial performance. 

"The Essays of Warren Buffett: Lessons for Corporate America" is a compilation of Warren Buffett's annual letters to shareholders of Berkshire Hathaway, selected and organised by Lawrence A. Cunningham. The book provides valuable insights into Buffett's investment philosophy, business principles, and approach to corporate governance.

"Security Analysis" by Benjamin Graham and David Dodd is considered one of the most important and comprehensive books on value investing and fundamental analysis. Published in 1934, the book provides detailed insights into the principles and techniques of evaluating securities. 

"The Little Book of Common Sense Investing" by John C. Bogle is a highly regarded investment book that advocates for a passive investment strategy using low-cost index funds. Bogle, the founder of Vanguard Group, presents his principles for successful long-term investing and challenges the notion of active stock picking and market timing.