The Investor Way: Recent Episodes
The Investor Way
In this episode we discuss British American Tobacco, B&M, WH Smith, Hollywood Bowl, Tesco & Upwork
$tsco $bme $bats $bowl $smwh $upwk
In this episode we discuss Pets at Home, AutoTrader, British Land Co, Dr Martens, Tate & Lyle & Fiverr
$pets $auto $blnd $docs $tate $fvrr
In this episode we discuss Imperial Brands, Britvic, easyJet, Helios Towers, Burberry & Nvidia.
$imb $bvic $ezj $htws $brby $nvda
Due to holidays we are re-releasing E115 from the archives this week.
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 listeners as the Investor Way journeys into passive investing for the long term!
In this episode we discuss ABInbev, BP, BAE Systems, Airtel Africa, JD Wetherspoons & Disney
$abi $bp $ba $aaf $jdw $dis
In this episode we discuss Hargreaves Lansdown, Haleon, Mondi, Whitbread, Trainline & MasterCard
$hl. $hln $mndi $wtb $trn $ma
In this episode we discuss Boohoo, Unilever, RELX, Nestle, Associated British Foods & PepsiCo
$boo $ulvr $rel $nesn $abf $pep
In this episode we discuss easyJet, LVMH, Rentokil, ASOS, Dunelm & Netflix.
$ezj $mc $rto $asos $dnlm $nflx
In this episode we discuss Imperial Brands, Gamma Communications, Tesco, Team17, Unite & Upwork.
$imb $gama $tsco $tm17 $utg $upwk
In this episode we discuss Fevertree, Playtech, AG Barr, Flutter Entertainment, Carnival & McCormick
$fevr $ptec $bag $fltr $ccl $mck
Due to schedulling difficulties this week we have re-released an old episode from the archives.
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.
Please note this is a very high risk strategy and although it is different from the usual strategies covered on the show we believe there is a lot to learn from Bill and this interview, his openness and honesty about his failures as well as his successes make this a very insightful and interesting interview.
In this episode we discuss Prudential, Direct Line, Next, Trust Pilot, JD Wetherspoon & Guess.
$pru $dlg $nxt $trst $jdw $ges
In this episode we discuss Persimmon, Dominos, Vistry Group, Keywords Studios, Berkeley Group & Sea Limited
In this episode we discuss Greggs, ITV, Entain, Darktrace, DS Smith & Disney
$grg $itv $ent $dark $smds $dis
In this episode we discuss Primary Health Properties, Rightmove, Reckitt Benckiser, Tritax Big Box REIT, Haleon & Etsy
$php $rmv $rkt $bbox $hln $etsy
In this episode we discuss Coca-Cola Hellenic Bottling Company, BAE Systems, Hargreaves Lansdown, Nestle, InterContinental Hotels Group & Nvidia
$cch $ba. $hl. $nesn $ihg $nvda
In this episode we discuss Dunelm, Segro, NatWest, Centrica, moneysupermarket & Coca-Cola
$dnlm $sgro $nwg $cna $mony $ko
In this episode we discuss British American Tobacco, Redrow, Unilever, Barratt Developments, PZ Cussons & Kraft Heinz
$bats $rdw $ulvr $bdev $pzc $khc
In this episode we discuss Diageo, Airtel Africa, Novo Nordisk, GSK, AG Barr & PayPal
$dge $aaf $novob $gsk $bag $pypl
In this episode we discuss Britvic, LVMH, Fevertree, Associated British Foods, Supreme & Netflix
In this episode we discuss Ibstock, Ocado, Currys, Safestore, AJ Bell & Visa$ibst $ocdo $cury $safe $ajb $v
Part 2 of Sam and Jon's 2023 year review. In this episode Sam and Jon discuss some of the stocks on Sam's watchlist, views on current valuations of the stock and property markets, the drop in the capital gains tax annual exemption, and potential impacts a change in government could have.
In this episode we discuss Sainsburys, Whitbread, Tesco, Greggs, Taylor Wimpey & Nike.
$sbry $wtb $tsco $grg $tw. $nke
As we are still waiting for companies to start reporting results again after the Christmas break, Sam and Jon review the performance of their own portfolios for 2023, and also discuss some of the stocks on Jon's watchlist.
As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2022, in this episode we review our £1m fantasy portfolio and its performance after 2 years.
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.
In this episode we discuss Inditex, AJ Bell, Currys, Supreme, Frasers Group & Wix
$itx $ajb $cury $sup $fras $wix
In this episode we discuss DS Smith, Dr Martens, Pets at Home, Baltic Classifieds Group, Halfords & Etsy
$smds $docs $pets $bcg $hfd $etsy
Following the sad death of Charlie Munger, Sam and Jon have decided to re-release this episode from the archives. This episode was originally released on 10 June 2021.
In this episode Sam interviews Adam Mead (Twitter - @BRK_Student), author of The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.
Adam Mead is CEO and Chief Investment Officer of Mead Capital Management, LLC, a value-focused New Hampshire-based Registered Investment Advisor he founded in 2014. He’s also the founder of WatchlistInvesting.com, a monthly research newsletter focusing on quality companies.
Adam spent over a decade in banking in commercial credit and has been investing in public securities markets since 2004. He owned two small businesses (non-financial) during college and grew up in a family of small business owners.
In addition to managing assets for his clients at Mead Capital, Adam is on the board of three local non-profit organizations.
Adam has been covered by Business Insider and the Wall Street Journal.
In this episode we discuss British Land Co, Compass Group, Cranswick, Polar Capital, Britvic & Nvidia
$blnd $cpg $cwk $polr $bvic $nvda
In this episode we discuss Imperial Brand, Vodafone, Burberry, Hotel Chocolat, BAE Systems & PayPal
$imb $vod $brby $hotc $ba $pypl
In this episode we discuss Associated British Foods, Persimmon, Watches of Switzerland Group, Taylor Wimpey, AutoTrader & Disney $abf $psn $wosg $tw. $auto $dis
In this episode we discuss Aston Martin Lagonda, AB-InBev, Sainsburys, Haleon, Airtel Africa & McDonald's$aml $abi $sbry $hln $aaf $mcd
In this episode we discuss Barclays, Unilever, Lloyds, Reckitt Benckiser, NatWest & Coca-Cola
$barc $ulvr $lloy $rb $nwg $ko
In this episode we discuss OnTheMarket, LVMH, Relx, Nestle, Whitbread & PepsiCo
$otmp $mc $rel $nesn $wtb $pep
Due to holidays Sam and Jon are unable to record this week so are releasing an interview from the archives.
This episode was originally released on 29 December 2021.
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 set up UKValueInvestor.com and started publishing his investment research as a series of blog posts which eventually turned into the newsletter.
In 2012, Harriman House asked John to write a book about his approach to investing. In 2016 The Defensive Value Investor finally made it into bookstores all over the UK.
John has also written regularly for other publications, including Master Investor Magazine and The Property Chronicle.
In this episode we discuss Tesco, Greggs, Imperial Brands, J D Wetherspoon, Boohoo & Nike
$tsco $grg $imb $jdw $boo $nke
In this episode we discuss ASOS, Ocado, AG Barr, Hargreaves Lansdown, PZ Cussons & Wix
$asos $ocdo $agb $hl. $pzc $wix
In this episode we discuss Next, Dunelm, TUI, JD Sports Fashion, M&G & Fiverr
$mng $dnlm $tui $jd. $nxt $fvrr
In this episode we discuss Redrow, Fevertree, Barratt Developments, Capital Limited, DS Smith & Upwork$rdw $fevr $bdev $capd $smds $upwk
In this episode Sam interviews pilot and investor Andy (Twitter - @FlyingFinance), Andy studied Business and Management at university, followed by a Quantity Surveying postgraduate. Upon graduation Andy worked for 10 years in construction and renewable energy. Nine years ago Andy retrained as an airline pilot and has been working in aviation ever since.
Andy invests mostly in value and GARP stocks. Andy also hold a lot of REITs and asset backed investment trusts for the downside protection, as well as low cost ETFs for thematic exposure and diversification.
In part 2 of this interview Sam discusses Andy's portfolio and some of the stocks in it.
In this episode we discuss Prudential, Grafton Group, Bunzl, Brickability Group, Hays & Etsy
$pru $gtfu $bnzl $brck $has $etsy
In this episode we discuss Intercontinental Hotels Group, BHP, Mattioli Woods, Admiral, London Stock Exchange Group & Nvidia
$ihg $bhp $mtw $adm $lseg $ndva
In this episode Sam interviews pilot and investor Andy (Twitter - @FlyingFinance), Andy studied Business and Management at university, followed by a Quantity Surveying postgraduate. Upon graduation Andy worked for 10 years in construction and renewable energy.Nine years ago Andy retrained as an airline pilot and has been working in aviation ever since.Andy invests mostly in value and GARP stocks. Andy also hold a lot of REITs and asset backed investment trusts for the downside protection, as well as low cost ETFs for thematic exposure and diversification.
In part 1 of this interview Sam discusses Andy's investing philosophy.
In this episode we discuss Ibstock, Entain, McBride, TUI, Coca-Cola HBC & Disney
$ibst $ent $mcb $tui $cch $dis
In this episode we discuss Diageo, Dominos, Heineken, Greggs, ABInbev & PayPal
$dge $dom $heiny $grg $abi $pypl
In this episode we discuss Reckitt Benckiser, Airtel Africa, Unilever, Games Workshop, Centrica & Visa
$rkt $aaf $ulvr $gaw $cna $v
In this episode we discuss Ocado, Howden Joinery, Boku, AJ Bell, Volvo AB & Netflix
$ocdo $hwdn $boku $ajb $volv $nflx
In this episode we discuss Hargreaves Lansdown, Barratt Developments, Carnival, Burberry, JD Wetherspoon & PepsiCo
$hl. $bdev $ccl $brby $jdw $pep
In this episode we discuss Sainsburys, Redde Northgate, Currys, Supreme, Bellway & Meta
$sbry $redd $cury $sup $bwy $meta
In this episode we discuss Associated British Foods, Halma, PZ Cussons Baltic Classifieds Group, Moonpig & Blackberry
$abf $hlma $pzc $bcg $moon $bb
In this episode we discuss DS Smith, Halfords, BAT, Wizz Air, Inditex & Etsy
$smds $hfd $bat $wizz $itx $etsy
Sam and Jon are on holiday this week so have released this episode from the archives. This episode was originally released on 7 March 2021.
In this episode Sam interviews the transatlantic growth investor Flosser (Twitter - @FlosserInvest).
Flosser has been investing in individual stocks for over a decade and has over 30 doubles, 8 ten baggers, and an 85 bagger.
Sam and Flosser go over a range of topics including allocation, position sizes, valuations in the UK vs US, resources, and plenty of others.
Sam and Flosser also go into Flosser's own portfolio in detail and discuss a number of Flosser's stocks including Tesla, Unilever, Peloton, Lemonade, Jumia and numerous others.
In this episode Sam interviews Ben Bennett (Twitter - @Value_OnePagers). Ben is 31 years old, works in cyber security and is a value investor. Ben is primarily focused on fearful opportunities, spin-offs, microcaps or somewhat obvious value plays.
In part 1 of this interview Sam and Ben discuss Ben's investing philosophy and in part 2 they discuss his portfolio and some of the stocks in it.
In this episode Sam interviews Ben Bennett (Twitter - @Value_OnePagers). Ben is 31 years old, works in cyber security and is a value investor. Ben is primarily focused on fearful opportunities, spin-offs, microcaps or somewhat obvious value plays.
In part 1 of this interview Sam and Ben discuss Ben's investing philosophy and in part 2 they discuss his portfolio and some of the stocks in it.
In this episode we discuss M&S, Fevertree, Pets at Home, AJ Bell, Big Yellow Group & Ralph Lauren.
$mks $fevr $pets $ajb $byg $rl
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 YouTube / wherever you get your podcasts.Part one of this interview focuses on Steve's investing philosophy and part two focuses on his portfolio and some of the stocks in it.
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 get your podcasts.Part one of this interview focuses on Steve's investing philosophy and part two focuses on his portfolio and some of the stocks in it.
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 property investing The highs and lows of property What he has learnt so far And much more.
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 listeners as the Investor Way journeys into passive investing for the long term!
In this episode we discuss Frasers Group, Ashtead, DS Smith, Baltic Classifieds Group, Moonpig & Brown-Forman
$fras $aht $smds $bcg $moon $bf.a
In this episode we discuss British American Tobacco, Supreme, AJ Bell, Mind Gym, easyJet & Stitch Fix.
$bat $sup $ajb $mind $ezj $sfix
In this episode we discuss Pets at Home, Cranswick, Assura, Britvic, Halfords & Zoom.
$pets $cwj $agr $bvic $hfd $zm
In this episode James at Quality Compound (Twitter - @Quality Compound) returns to the show to discuss his portfolio and the changes since his last interview (episodes 62 & 64). Companies discussed include Games Workshop, Axon, PayPal, JD Sports, Fevertree, Boohoo, Safestore, Darktrace and plenty of others.
$gaw $pypl $axon $jd $fevr $boo $safe $dark
In this episode we discuss Taylor Wimpey, M&S, AutoTrader, Young & Cos Brewery, Haleon & Disney.
$tw $mks $auto $ynga $hln $dis
In this episode we discuss Shell, GSK, Sainsburys, Rolls Royce, BT & PayPal.
$shel $gsk $sbry $rr $bt.a $pypl
In this episode we discuss Airtel Africa, Unilever, Whitbread, Reckitt Benckiser, HSBC & Kraft Heinz.
$aaf $ulvr $wtb $rkt $hsba $khc
In this episode we discuss Nestle, ASOS, Dunelm, moneysupermarket, AJ Bell & Shopify.
$nesn $asos $dnlm $mony $ajb $shop
In this episode we discuss easyJet, Sirius Real Estate, Entain, LVMH, Barratt Developments & Netflix
$ezj $sre $ent $mc $bdev $nflx
In this episode we discuss Tesco, Pennon, JD Wetherspoons, CVS Group, Imperial Brands & Pepsi
$tsco $pnn $cvsg $imb $pep
In this episode we discuss AG Barr, Boohoo, Next, Kingfisher, Saga & Nike.
$bag $boo $nxt $kfg $saga $nke
In this episode we discuss the City of London Investment Trust, JD Sport Fashion, Haleon, Keyword Studios, PZ Cussons & Costco
$hln $jd $pzc $kws $cty $cost
In this episode we discuss Fevertree, Dunelm, Redrow, Trainline, Inditex & MercadoLibre.
$fevr $dnlm $rdw $trn $itx $meli
In this episode we discuss Halfords, Genus, DS Smith, Barratt Developments, WHSmith & Build a Bear
$hfd $gns $smds $bdev $smwh $bbw
In this episode we discuss Marshalls, Bunzl, Plus500, Gamma Communications, Aston Martin Lagonda & Wix.
$mslh $bnzl $aml $gama $plus $wix
In this episode we discuss Hays, Persimmon, Balfour Beatty, BHP, Supreme & Nvidia.
$has $psn $bby $bhp $sup $nvda
In this episode we discuss NatWest, Coca-Cola HBC, BAE Systems, InterContinental Hotels Group, Entain & Disney.
$nwg $cch $ba $ihg $ent $dis
In this episode we discuss Rightmove, Primary Health Properties, ITV, British American Tobacco, Nestle & Apple.
$rmv $php $itv $bat $nesn $appl
In this episode we discuss Unilever, Reckitt Benckiser, Games Workshop, Diageo, Ibstock & Visa
$ulvr $rkt $gaw $dge $ibst $v
In this episode we discuss Ocado, Frasers, moneysupermarket, Britvic, Hotel Chocolat & Netflix
$ocdo $fras $mony $bvic $hotc $nflx
In this episode we discuss J D Wetherspoon, Fevertree, Barratt Developments, Tullow Oil, Burberry & Etsy.
$jdw $fevr $bdev $tlw $brby $etsy
In this episode we discuss Currys, Moonpig, Sainsburys, Polar Capital Holdings, Persimmon & Adidas.
$psn $moon $sbry $polr $psn $ads
This is a repost from 7investing.com and the 7investing podcast of an interview we did with Luke earlier this month. If you enjoy listening to our interview check out the podcast and subscribe.
With the recent pullback in the S&P 500 and particularly US growth stocks, do you fear that your portfolio may be too US-centric?
In today’s episode of the 7investing podcast Luke chats with Sam Ball and Jonathon McKeown, hosts of ‘The Investor Way’, a weekly investing podcast focused on UK stocks and shares.
Sam and Jon share some advice about factors to be aware of when investing overseas, and the guys take us through the investment thesis for their five favorite international investment ideas right now. This one is a must-listen if you’re considering adding a bit of an international flavor to your investment portfolio!
In this episode we discuss DS Smith, Ashtead, Experian, Berkely Group, Inditex & Adobe.
$smds $aht $expn $bhk $idtx $adbe
In this episode we discuss British American Tobacco, Boohoo, Tate & Lyle, Halfords & Upwork $bat $boo $tsco $tate $hfd $upwk
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 personal investments have in common is that they all seek to make the world a better, less complex place. Luke invests with his head, but his heart occasionally exercises the power of veto.
Luke and Simon first met when Simon guested on the Telescope Investing podcast. Simon immediately recognised the close affinity between 7investing and the long-term growth investing strategy that Luke has successfully employed through the last eighteen years, delivering a market-beating compound growth rate in his personal portfolio of over 26% annually.
Prior to joining 7investing, Luke spent 25 years as a Programme Director leading organisational change at HSBC Bank. His knowledge of conduct, financial crime risk, data privacy, sanctions screening, anti-money laundering, and payments transparency is happily fading into a hazy memory of bureaucracy and complexity.
Luke holds trustee and grant panel roles with multiple UK charities in the social welfare sector. He’s married to Katrina, and they live in London with their Siberian cat, Sushi.
Luke has a passion for health and physical fitness. He’s completed the London Marathon, and is currently training for a 4x4x48 challenge, running four miles every four hours for 48 hours. He dedicates his winters to skiing and snowboarding, and in a final bid to successfully land a back-flip on a board he recently attended trampoline classes.
Luke is a motorcycling enthusiast and regularly tours Europe by bike, although his favourite stretches of roads are in Japan. He’s embarrassingly slow on the racetrack despite living fifteen minutes from an internationally renowned motor racing circuit, and spent his younger years volunteering as an observer with the Institute of Advanced Motorcyclists.
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.
Please note this is a very high risk strategy and although it is different from the usual strategies covered on the show we believe there is a lot to learn from Bill and this interview, his openness and honesty about his failures as well as his successes make this a very insightful and interesting interview.
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 Minnesota-based registered investment adviser. Through his firm, he provides investment consulting services to professional fund managers and manages investment portfolios that identify and invest in high quality companies. His professional experience covers consulting projects in a wide range of investment strategies, asset classes, and industries, and his ghost-written research has appeared in national and regional publications. Andrew received a master’s degree in Economics from Kansas State University, where his research paper was “The Economic Consequences of Network Neutrality Regulation.
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 diversification. In doing this Paul is guided by his golden rules of valuation and patience.
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 set up UKValueInvestor.com and started publishing his investment research as a series of blog posts which eventually turned into the newsletter.
In 2012, Harriman House asked John to write a book about his approach to investing. In 2016 The Defensive Value Investor finally made it into bookstores all over the UK.
John has also written regularly for other publications, including Master Investor Magazine and The Property Chronicle.
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
In this episode the Twenties Trader returns to discuss his portfolio with Sam and the family portfolio he manages. The companies discussed include Games Workshop, Fevertree, Boohoo, Gamma Communications, Team 17, JD Sports, Adidas, Peloton, Unilever, Diageo, LSE & Darktrace.
In this episode we discuss Britvic, Associated British Foods, Homeserve, Imperial Brands, Brewin Dolphin & Nvidia
$bvic $abf $hsv $imb $brw $nvda
The Twenties Trader is a stock market enthusiast, investing in companies in the UK, Europe and the US. The Twenties Trader runs an investment research service, www.thetwentiestrader.com where readers can enjoy thoughtful analysis of companies across various sectors and geographies alongside the option to subscribe to his premium service with portfolio alerts and in-depth research. The Twenties Trader's mission is to share his journey in the stock market and shine a light on interesting opportunities to the benefit of his readers. Most importantly to provide a reliable and trusted platform for readers to access stock market insights. The Twenties Trader bought his first stock in 2013 and has built his portfolio gradually throughout years at university and continued to build his holdings during his working career (as a commercial manager in pharma). Now The Twenties Trader manages a personal portfolio and a larger portfolio on behalf of his family.
In this episode we discuss Burberry, AutoTrader, Ted Baker, M&S, B&M & Disney.
$brby $auto $ted $mks $bme $dis
In this episode we discuss Trainline, Sainsburys, GlaxoSmithKline, Royal Dutch Shell, BT & Apple.
$trn $sbry $gsk $rdsb $bt.a $aapl
In this episode we discuss Unilever, Airtel Africa, Nestle, Whitbread, Segro, & Tesla.
There is also a book review of The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy by Craig Rowland at the end.
$ulvr $aaf $nesn $wtb $sgro $tsla
The Sloth Investor is an advocate of a simple, inactive approach to investing. Growing up in a family of non-investors, Mr. Sloth's head was turned by the sage wisdom of investing luminaries such as Andrew Hallam (author of 'The Millionaire Teacher'), Morgan Housel, and, last but not least, his father-in-law.
Consequently, Mr. Sloth's 5 bedrock principles represent a compound creation of all that he has read, listened to, and discussed concerning investing.
In this episode we discuss ASOS, Biffa, Entain, Hipgnosis Songs Fund, Barratt Developments & Dominos (US).
$asos $biff $song $bdev $dpz
In this episode we discuss Tesco, Moonpig, Imperial Brands, Volution, Inditex & Levi's.
$tsco $imb $itx $moon $fan $levi
In this episode we discuss Next, PZ Cussons, Boohoo, Kingfisher, Saga & McCormick.
$nxt $pzc $boo $kgf $saga $mkc
In this episode we discuss Keyword Studios, Team17, Fevertree, Restaurant Group, Redrow & Manchester United.
There is also a book review of the Warren Buffett Portfolio by Robert Hagstrom at the end.
$rdw $tm17 $rtn $fevr $kws $manu
In this episode Sam interviews Leandro, who is better known by his Twitter handle @Invesquotes. Leandro is 26 years old and was born and lives in Spain. He graduated in economics in 2017 and started working as a Business Consultant for a global consulting firm.
He stills work in that role up to this day. His interest in investing started while he was in university where he started reading books about Warren Buffett and Peter Lynch. Even though he was interested in individual stock investing he followed Buffett’s advice for people who don’t work in the industry and started dollar cost averaging index ETFs.
As he continued doing periodical allocations to these funds, he kept on reading and decided about a year ago that he wanted to give individual stock investing a try, and that’s what he did.
He has gone from a low level of research while he was allocating capital to index funds, to a detailed research on any company he invests in.
Seeing that he was researching companies thoroughly, he decided to start a newsletter to write down his thoughts and help others to get their due diligence process started. Writing everything down has improved hisprocess too.
Several months after starting his twitter journey, Kris (@FromValue) asked me if I wanted to contribute to his service Potential Multibaggers.
In this episode we discuss DS Smith, Dunelm, Halfords, Gamma Communications, Ted Baker & AcuityAds. There is also a book review of Paths to Wealth through Common Stocks by Phil Fisher at the end.
$smds $dnlm $hfd $gama $ted $at
In this episode we discuss Barratt Developments, Grafton Group, Berkeley Group, Coca-Cola European Pacific Partners, Melrose Industries & Docusign.
$bdev $gtfu $bkg $ccep $mro $docu
In this episode we discuss Coca-Cola HBC, InterContinental Hotels Group, Hargreaves Lansdown, Prudential, M&G, Just Eat Takeaway & Disney.
$cch $ihg $hl $pru $mng $jet $dis
In this episode we discuss Greggs, Taylor Wimpey, Dominos, Legal & General, Ibstock & Activision Blizzard.
$grg $tw $dom $lgen $ibst $atvi
ImagInvests is a retail investor who lives and works in London. He started investing in index funds in 2016 before starting his own active portfolio in 2020. His goal is to beat the market (S&P 500) over an initial 5 year period and have fun learning, connecting with like-minded people and growing along the way.
In this episode we discuss Diageo, Rathbone Brothers, Rightmove, Moneysupermarket, Airtel Africa & Beyond Meat.
There is also a book review of Investing for Growth by Terry Smith at the end.
$dge $rat $rmv $mony $aaf $bynd
In this episode we discuss British American Tobacco, Reckitt Benckiser, Unilever, Games Workshop, Royal Dutch Shell & Alphabet.
There is also a book review of The Great Depression A Diary by Benjamin Roth at the end.
$bat $rkb $ulvr $gaw $rdsa $goog
In this episode we discuss SSE, BHP Group, Royal Mail, easyJet, Beazley & Coca-Cola.
$sse $bhp $rmg $ezj $bez $ko
In this episode we discuss Barratt Developments, EMIS Group, Burberry Group, Tullow Oil, Just Eat Takeaway.com & PepsiCo.
$jet $bdev $emis $tlw $brby $pep
In this episode we discuss Purple Bricks, Morrisons, Persimmon, PZ Cussons, Ocado & Coinbase.
$purp $psn $mrw $ocdo $pzc $coin
In this episode Conor at Occasio Capital (better known by his Twitter handle @InvestmentTalkk) re-joins us to discuss Kura Sushi US, Etsy, Match Group & Crowdstrike. He also takes a couple of more general questions from listeners too. For Conor's free deep dive into Kura Sushi US see https://investmenttalk.substack.com/p/kaitensushi-kura-sushi-us-90d For the article Conor referred to in relation to intangible assets see https://www.morganstanley.com/im/en-us/financial-advisor/insights/articles/the-impact-of-intangibles-on-base-rates.html $etsy $crwd $krus $mtch
In this episode we discuss Morrisons, Safestore, DS Smith, Berkeley Group, OnTheMarket & Nike.
$smds $bkg $mrw $otmp $safe $nke
In this episode we discuss Halfords, Ashtead, Ted Baker, Auto Trader, British American Tobacco & Chewy.
$hfd $aht $ted $auto $bat $chwy
In this episode Sam interviews Adam Mead (Twitter - @BRK_Student), author of The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.
Adam Mead is CEO and Chief Investment Officer of Mead Capital Management, LLC, a value-focused New Hampshire-based Registered Investment Advisor he founded in 2014. He’s also the founder of WatchlistInvesting.com, a monthly research newsletter focusing on quality companies.
Adam spent over a decade in banking in commercial credit and has been investing in public securities markets since 2004. He owned two small businesses (non-financial) during college and grew up in a family of small business owners.
In addition to managing assets for his clients at Mead Capital, Adam is on the board of three local non-profit organizations.
Adam has been covered by Business Insider and the Wall Street Journal.
In this episode we discuss Pennon, Johnson Matthey, B&M, Intertek, Bloomsbury Publishing & Fiverr.
$bmy $bme $jmat $pnn $itrk $fvrr
In this episode we discuss Pershing Square, British Land Co, Luceco, Pets at Home, AJ Bell & Nvidia.
$psh $blnd $luce $pets $ajb $nvda
In this episode we discuss Royal Mail, Cranswick, Vodafone, Britvic, Future & Alibaba. We also discuss the recent downturn in the cryptocurrency markets at the end.
$bvic $vod $rmg $cwk $futr $baba
In this episode we discuss Brewin Dolphin, BT, Compass Group, Burberry, Airtel Africa & Disney.
$brw $bt $cpg $brby $aaf $dis
In this episode we discuss Boohoo, Novo Nordisk, Deutsch Post, Trainline, Anheuser-Busch InBev & Peloton.
$dpw $boo $abi $novo $trn $pton
In this episode we discuss AstraZenica, GlaxoSmithKline, Whitbread, Standard Chartered, IWG & Spotify. There is also a book review of The Defensive Value Investor by John Kingham at the end.
$azn $gsk $wtb $stan $iwg $spot
In this episode we discuss Tesco, Associated British Foods, JD Sports, British American Tobacco, Imperial Brands & Netflix.
There is also a book review of The Snowball by Alice Schroeder at the end.
$tsco $abf $jd $bat $imb $nflx
In this episode Sam interviews Conor at Occasio Capital, better known by his Twitter handle @investmenttalkk. Since Conor started investing he has delivered returns of 118% vs 41% for the S&P 500. In addition, Conor runs an investment newsletter with over 5,000 subscribers. Conor has a masters in economics and has previously worked as an analyst.
Sam and Connor discuss a range of topics including allocation, diversification, position sizing and lots more. The stocks discussed include PayPal, Facebook, Twitter, Pinterest, Etsy, GoDaddy, and plenty of others.
In this episode we discuss ASOS, Deliveroo, J D Wetherspoon, Hotel Chocolat, Dechra Pharmaceuticals & Kraft Heinz.
$asc $roo $hotc $jdw $dph $khc
In this episode we discuss Morrisons, Team 17, Next, Howden Joinery Group, AG Barr & Jumia.
$mrw $bag $nxt $hwdn $jmia $tm17
In this episode we discuss Cineworld, Kingfisher, Fevertree, Gamma Communications, Unite Group, Upwork. There is also a book review of The Ascent of Money by Niall Ferguson at the end. Finally, we take a listener question on how to view your entire portfolio when it is spread across multiple accounts/platforms.
$cine $kgf $fevr $gama $utg $upwk
In this episode we discuss Ibstock, Just Eat Takeaway, Greggs, Dominos, Quilter & StoneCo.
There is also a book review of Fooled by Randomness by Nassim Nicholas Taleb at the end. We also take a listener question on what platforms and research tools to use for investing.
$ibst $jet $grg $dom $qlt $stne
In this episode we discuss London Stock Exchange Group, Rentokil Initial, Rathbone Brothers, Schroders, Prudential, M&G, & Mercado Libre.
$lseg $rto $rat $sdrc $pru $mng $meli
In this episode Sam interviews the transatlantic growth investor Flosser (Twitter - @FlosserInvest).
Flosser has been investing in individual stocks for over a decade and has over 30 doubles, 8 ten baggers, and an 85 bagger.
Sam and Flosser go over a range of topics including allocation, position sizes, valuations in the UK vs US, resources, and plenty of others. Sam and Flosser also go into Flosser's own portfolio in detail and discuss a number of Flosser's stocks including Tesla, Unilever, Peloton, Lemonade, Jumia and numerous others.
In this episode we discuss Reckitt Benckiser, Intercontinental Hotels Group, Rightmove, BAE Systems, Centrica & Etsy.
$rb $ihg $rmv $ba $cna $etsy
In this episode we discuss Segro, British American Tobacco, Primary Health Properties, Moneysupermarket, Nestle & Wix. We also take a listener question on hedging foreign exchange risk.
$sgro $bat $php $mony $nesn $wix
In this episode we discuss Redrow, Dunelm, Ocado, Coca Cola HBC, Heineken & Disney.
$ocdo $dnlm $rdrw $cch $heia $dis
In this episode we discuss Hargreaves Lansdown, Unilever, Renishaw, Royal Dutch Shell, BP & Pinterest.
$hl. $ulvr $rsw $rdsa $bp $pins
In this episode we discuss Diageo, Fevertree, Rank Group, PZ Cuzzons & McDonald's. There is also a book review of The Great Crash 1929 by John Kenneth Galbraith at the end.
$dge $fevr $rnk $pzc $mcd
In this episode we discuss IG Group, CMC Markets, Experian, BHP Group, Rio Tinto & Netflix.
We also take a listener question on when to sell and holding cash in your portfolio.
$igg $cmcx $expn $bhp $rio $nflx
In this episode we discuss Safestore, Tesco, Halfords, Persimmon & Facebook.
$safe $tsco $hfd $psn $fb
In this episode we discuss Barratt Developments, M&S, Sainsburys, Morrisons & Next
We also discuss Berkshire Hathaway's AGMs and some of their key takeaways, and give details of an upcoming FinTwit conference for 2021.
$mks $mrw $bdev $nxt $sbry
In this episode we review our portfolios and thoughts on the year 2020, and our thoughts going into 2021. We also answer a listener question on how to find and value businesses. In addition there is a book review of The Psychology of Money by Morgan Housel at the end.
In this episode we construct a £1,000,000 fantasy portfolio. We consider the allocation between commodities, index funds, and individual stocks, and then select the funds and stocks to be included.
In this episode we discuss Purple Bricks, Watches of Switzerland, Inditex, and Ruffer's decision to allocate 2.5% of fund assets to Bitcoin. There is also a book review of A Random Walk Down Wall Street by Burton Malkiel at the end.
$purp $wosg $itx $btc
In this episode we discuss Ashtead, Ted Baker, Balfour Beattie, DS Smith & AirBnB.
$aht $ted $bby $smds $abnb
In this episode we discuss Countryside Properties, Future, Avon Rubber & Zuora. There is also a book review at the end of The Innovator's Dilemma by Clayton Christensen.
$avon $futr $csp $zuo
In this episode we discuss Aviva, Brewin Dolphin, Britvic, AO World & Dell.
$av $brw $bvic $ao $dell
In this episode we discuss Homeserve, Imperial Brands, Big Yellow Group, easyJet & SE Ltd.
$hsv $imb $byg $ezj $se
In this episode we discuss ITV, Burberry, Persimmon, Taylor Wimpey, Direct Line & Disney..
We also discuss some of the more general movements in the markets this week following the announcement of Pfizer's vaccine.
$itv $brby $tw $psn $dlg $dis
In this episode we discuss Autotrader, AstraZenica, DS Smith, Ocado, Marks & Spencer, Sainsburys & Upwork.
$auto $mks $sbry $ocdo $azn $smds $upwk
In this episode we discuss Ibstock, Royal Dutch Shell, Barclays, NatWest, Lloyds, Standard Chartered & Etsy. We also do a book review at the end of the Richest Man in Babylon.
$ibst $rdsb $barc $nwg $lloy $stan $etsy
In this podcast we discuss Episode 6 - JD Wetherspoon, Unilever, Reckitt Benckiser, Snap, moneysupermarket & AJ Bell. $jdw $ulvr $rb $snap $mony $ajb
In this episode we discuss Tesco, Imperial Brands, British Land Co, and Square's decision to invest in Bitcoin. We also do a book review on The Ivy Portfolio and look at how the Harvard and Yale endowments have been able to outperform the markets with lower volatility, and how individual investors can do the same.
In this episode we discuss Asda, Ocado, William Hill & Greggs.
We also review Andrew Craig's book How to Own the World, particularly in relation to his comments on portfolio allocation, commodities, and Bitcoin.
In this episode we discuss the general pullback in the UK market on Monday. We also talk about recent updates from Pets at Home, AG Barr, Whitbread, Boohoo, and Pennon.
In this episode we introduce ourselves, our styles of investing, and discuss Peloton, Games Workshop, Tesla, and Rightmove.