In this week’s episode, Lawrence is joined by Graham Neary and Megan Boxall. They discuss:

02:20 - Fevertree #FEVR - can its recent strategic partnership with Molson Coors put the fizz back in its investment case?

11:54 - WH Smith #SMWH - we discuss the sale of its high street business, and whether there’s a potential opportunity for it to re-rate as a lower-debt travel business.

18:33 - PayPoint #PAY - this week’s trading update from one of the UK’s “best fintech stocks”, and what value are shareholders really getting from its buyback scheme?

28:12 - AJ Bell #AJB - why its seemingly positive update this week may have disappointed the market.

35:09 - Why Graham is so downbeat on #SAGA’s prospects, despite the refinancing of its corporate debt this week.

37:55 - Whether the Magnificent 7 can continue to justify their sky-high valuations after quarterly earnings from this week, and the AI giants’ tussle with DeepSeek. Where could you find potentially better opportunities?

If you enjoyed this, you can read daily analysis on noteworthy and hard-to-research shares with Stockopedia’s Daily Stock Market Report. You’ll also unlock award-winning investing insights, tools, and education to speed up your research process and help you make more informed decisions.

Try Stockopedia free for 14 days at stk.pe/pod.

Extra Stockopedia content we mention:

Ahead of Expectations: How trading updates drive share price momentum: https://www.stockopedia.com/academy/reports/ahead-of-expectations-how-trading-updates-drive-share-price-momentum/

Host: Lawrence Judd

Analysts: Megan Boxall, Graham Neary

Help us improve the podcast by leaving your feedback here: https://www.surveymonkey.com/r/XLRXBP5

Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.

In this week’s episode, Lawrence is joined by Stockopedia CEO Ed Croft and Daily Stock Market Report writers Graham Neary and Roland head. They discuss:

• New research from Stockopedia, highlighting the potential hidden alpha when companies issue “ahead of expectations” trading updates. Ed reveals how much stocks tend to drift upwards after these announcements, how long the effect lasts, and how you can implement these findings into your own process.
• Yu group (#YU) and its latest update. This stock is featured in two of Stockopedia’s model portfolios, and the team give their thoughts on its current direction compared with its fundamental strength. Is it going to be sold from either of the portfolios?
• The UK motor finance saga. With the Treasury announcing an intervention, possibly to avoid another PPI-style scandal, is there a light at the end of the tunnel for motor finance lenders? The market seemed to think so this week, but what’s the investment case here?

If you enjoyed this, you can read daily analysis on noteworthy and hard-to-research shares with Stockopedia’s Daily Stock Market Report. You’ll also unlock award-winning investing insights, tools, and education to speed up your research process and help you make more informed decisions.

Try Stockopedia free for 14 days at stk.pe/pod.

Stocks we mention

06:44 - Frontier Developments (#FDEV)

07:53 - SRT Marine (#SRT)

08:32 - CMC Markets (#CMCX)

09:01 - Reach (#RCH), McBride (#MCB)

17:12 - Watkin Jones (#WJG), Evoke (#EVOK)

18:27 - Vistry (#VTY)

22:17 - Yu Group (#YU.)

31:54 - Secure Trust Bank (#STB), Close Brothers (#CBG), S&U (#SUS), Lloyds (#LLOY)

Extra Stockopedia content we mention:

The Jump - what to do when share prices react to Trading Statements (subscriber-only): https://www.stockopedia.com/content/the-jump-what-to-do-when-share-prices-react-to-trading-statements-1021030/

The Strategy Map - How To Pick Your Stock Market Strategy: https://www.stockopedia.com/academy/articles/introduction-to-strategy-map/

Host: Lawrence Judd

Analysts: Ed Croft, Graham Neary, Roland Head

Let us know what you thought of this episode - email [email protected] or tweet us @Stockopedia.

Disclosures: At the time of recording, presenters own shares in Evoke and Yu Group.

Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.

In this week’s episode, Lawrence is joined by Graham Neary and Mark Simpson to discuss:

• IG Group’s acquisition of Freetrade for £160m - as a long-term IGG shareholder, what does Graham think of the acquisition? What is IGG really buying here?
• Premier Miton’s latest results, and opportunities in asset managers.
• The investment case for Smiths News. Is it a melting ice cube, or a van full of newspapers hurtling towards a cliff-edge?
• Mark’s analysis of his own investing mistakes in 2024, as well as his and Graham’s differing approach to position sizing in their portfolios.

If you enjoyed this, you can read daily analysis on noteworthy and hard-to-research shares with Stockopedia’s Daily Stock Market Report. You’ll also unlock award-winning investing insights, tools, and education to speed up your research process and help you make more informed decisions.

Try Stockopedia free for 14 days at stk.pe/pod.

Stocks we discuss

• IG Group: https://www.stockopedia.com/share-prices/ig-group-LON:IGG/
• Plus500: https://www.stockopedia.com/share-prices/plus500-LON:PLUS/
• CMC Markets: https://www.stockopedia.com/share-prices/cmc-markets-LON:CMCX/
• Premier Miton: https://www.stockopedia.com/share-prices/premier-miton-LON:PMI/
• Impax Asset Management: https://www.stockopedia.com/share-prices/impax-asset-management-LON:IPX/
• Liontrust Asset Management: https://www.stockopedia.com/share-prices/liontrust-asset-management-LON:LIO/
• Polar Capital Holdings: https://www.stockopedia.com/share-prices/polar-capital-holdings-LON:POLR/
• Smiths News: https://www.stockopedia.com/share-prices/smiths-news-LON:SNWS/

Extra Stockopedia content we mention:

• My biggest investing mistakes of the last year (subscriber-only): https://app.stockopedia.com/content/my-biggest-investing-mistakes-of-the-last-year-1020511
• Profit or loss? How to make smarter stock selling decisions: https://www.stockopedia.com/academy/events/how-to-make-smarter-stock-selling-decisions/

Let us know what you thought of this episode - email [email protected] or tweet us @Stockopedia.

Disclosures: At the time of recording, Graham owns shares in IG and Impax Asset Management. Lawrence owns shares in CMC Markets.

Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.

In this week’s episode, Lawrence is joined by Megan Boxall, Graham Neary, and Roland Head to talk through the first full week of company updates of 2025. With the newswire springing back to life midweek, we discuss:

• The contrasting fortunes of Greggs and B&M - will they be able to continue seeing growth from store rollouts alone, or will other approaches be needed? Plus, how much would Megan pay for her regular order from Greggs?
• Major UK supermarkets reported on their Christmas trading this week - is the trend of the middle class “shopping down” starting to reverse?
• H&Ts trading update, and the benefits of owning a growing pawnbroker as a form of exposure to gold.
• The differing fortunes of two healthcare stocks going through acquisitions.

Access on-the-day analysis of the biggest stories every weekday with Stockopedia's Daily Stock Market Report. Discover it with a 14-day trial of our stock market research platform at stk.pe/pod

Stocks we discuss

Greggs: https://www.stockopedia.com/share-prices/greggs-LON:GRG/

B&M European: https://www.stockopedia.com/share-prices/bm-european-value-retail-sa-LON:BME/

Tesco: https://www.stockopedia.com/share-prices/tesco-LON:TSCO/

Marks and Spencer: https://www.stockopedia.com/share-prices/marks-and-spencer-LON:MKS/

H&T: https://www.stockopedia.com/share-prices/h-t-LON:HAT/

Poolbeg Pharma: https://www.stockopedia.com/share-prices/poolbeg-pharma-LON:POLB/

Alliance Pharma: https://www.stockopedia.com/share-prices/alliance-pharma-LON:APH/

Next: https://www.stockopedia.com/share-prices/next-LON:NXT/

Fast Retailing Co: https://www.stockopedia.com/share-prices/fast-retailing-co-TYO:9983/

Extra Stockopedia content we mention:

Catch up on our roundtable webinar here: https://www.stockopedia.com/academy/events/analyst-roundtable-stocks-to-watch-in-2025/

Host: Lawrence Judd

Analysts: Graham Neary, Megan Boxall, Roland Head

Let us know what you thought of this episode: https://www.surveymonkey.com/r/NG3L235

Disclosures: At the time of recording, Graham owns shares in Next.

Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.

Happy New Year, and welcome to the first episode of 2025! In this episode, Lawrence quizzes Graham Neary and Megan Boxall about 6 of the stocks on their watchlists for 2025.

If you enjoyed this, you can read daily analysis on noteworthy and hard-to-research shares with Stockopedia’s Daily Stock Market Report. You’ll also unlock award-winning investing insights, tools, and education to speed up your research process and help you make more informed decisions.

Try Stockopedia free for 14 days at stk.pe/pod.

Stocks we discuss

Relx: https://www.stockopedia.com/share-prices/relx-LON:REL

Trustpilot: https://www.stockopedia.com/share-prices/trustpilot-LON:TRST/

Garmin: https://www.stockopedia.com/share-prices/garmin-NYQ:GRMN/

Tristel: https://www.stockopedia.com/share-prices/tristel-LON:TSTL/

CMC Markets: https://www.stockopedia.com/share-prices/cmc-markets-LON:CMCX/

Polar Capital Holdings: https://www.stockopedia.com/share-prices/polar-capital-holdings-LON:POLR/

Extra Stockopedia content we mention:

Sign up for our January webinars here: https://www.stockopedia.com/academy/events/

Host: Lawrence Judd

Analysts: Megan Boxall, Graham Neary

Let us know what you thought of this episode: https://www.surveymonkey.com/r/NG3L235

Disclosures:

At the time of recording, Lawrence holds shares in CMC Markets (CMCX).

Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.

In our final episode of 2024, Lawrence sits down with Megan Boxall to review the year that was 2024. We discuss the year’s big winners against a turbulent geopolitical backdrop, a tough 12 months for UK stocks, and highlight some interesting trends and insights into the stocks which Stockopedia subscribers have been looking into over 2024.

If you enjoyed this, you can read daily analysis on noteworthy and hard-to-research shares with Stockopedia’s Daily Stock Market Report. You’ll also unlock award-winning investing insights, tools, and education to speed up your research process and help you make more informed decisions.

Try Stockopedia free for 14 days at stk.pe/pod.

Let us know what you thought of this episode: https://www.surveymonkey.com/r/NG3L235

Extra Stockopedia content we mention:

Sign up for our January webinars here: https://www.stockopedia.com/academy/events/

Translating the market lingo (subscriber only): stockopedia.com/content/translating-the-market-lingo-1018436

The top 20 clearest trending US stocks - with dominant returns over UK small and mid caps (subscriber only): stockopedia.com/content/the-top-20-clearest-trending-us-stocks-with-dominant-returns-over-uk-small-and-mid-caps-1016205

The top 20 clearest trending mid-caps - and some more themes for 2025: stockopedia.com/content/the-top-20-clearest-trending-midcaps-and-some-more-themes-for-2025-1015223

The top 20 clearest trending small caps - with implied themes for 2025 (subscriber only): stockopedia.com/content/the-top-20-clearest-trending-small-caps-with-implied-themes-for-2025-1014683

The case for Overlapping Value - An alternative approach to valuation (subscriber only): stockopedia.com/content/the-case-for-overlapping-value-an-alternative-approach-to-valuation-1017536

Presented by: Lawrence Judd and Megan Boxall

Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.

In this episode of Companies and Markets Weekly, I’m joined by Megan Boxall, Graham Neary and Roland Head. We discuss:

• Their take on the news they’ve covered in this week’s Daily Stock Market Reports, including IntegraFin, Insig AI, ShoeZone, and Artisanal Spirits
• Common buzzwords and phrases you might hear in company updates or management presentations, and why companies choose to use such obfuscatory language
• The surprising results from 10 years of Stockopedia’s systematic “no admin portfolio system”
• A look ahead to what’s coming up over the festive break

If you enjoyed this, you can read daily analysis on noteworthy and hard-to-research shares with Stockopedia’s Daily Stock Market Report. You’ll also unlock award-winning investing insights, tools, and education to speed up your research process and help you make more informed decisions.

Try Stockopedia free for 14 days at stk.pe/pod.

Let us know what you thought of this episode: https://www.surveymonkey.com/r/NG3L235

Stocks discussed:

IntegraFin: https://www.stockopedia.com/share-prices/integrafin-holdings-LON:IHP/

Insig AI: https://www.stockopedia.com/share-prices/insig-ai-LON:INSG/

ShoeZone: https://www.stockopedia.com/share-prices/shoe-zone-LON:SHOE/

Artisanal Spirits: https://www.stockopedia.com/share-prices/artisanal-spirits-LON:ART/

Next: https://www.stockopedia.com/share-prices/next-LON:NXT/

Games Workshop: https://www.stockopedia.com/share-prices/games-workshop-LON:GAW/

Berkshire Hathaway: https://www.stockopedia.com/share-prices/berkshire-hathaway-NYQ:BRK.B/

Cognex: https://www.stockopedia.com/share-prices/cognex-NSQ:CGNX/

Extra Stockopedia content we mention:

Translating the market lingo (subscriber only): https://www.stockopedia.com/content/translating-the-market-lingo-1018436

How a decade of NAPS portfolios beat every fund manager in the UK (subscriber only): https://www.stockopedia.com/content/how-a-decade-of-naps-portfolios-beat-every-fund-manager-in-the-uk-1018242

Host: Lawrence Judd

Analysts: Megan Boxall, Graham Neary, Roland Head

Disclosures:

At the time of recording, Megan holds shares in Cognex (CGNX). Graham holds shares in Berkshire Hathaway (BRK.B) and Next (NXT).

Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.

Welcome to the very first episode of Companies and Markets Weekly. We hope you enjoy this new podcast from Stockopedia, where we aim to help you spot the investing lessons behind each week’s headlines.

If you enjoyed this, you can read daily analysis on noteworthy and hard-to-research shares with Stockopedia’s Daily Stock Market Report. You’ll also unlock award-winning investing insights, tools, and education to speed up your research process and help you make more informed decisions.

Try Stockopedia free for 14 days at stk.pe/pod.

Let us know what you thought of this episode: https://www.surveymonkey.com/r/NG3L235

Stocks discussed:

GOOGL: https://www.stockopedia.com/share-prices/alphabet-NSQ:GOOGL/

BOO: https://www.stockopedia.com/share-prices/boohoo-LON:BOO/

DOM: https://www.stockopedia.com/share-prices/dominos-pizza-LON:DOM/

BBSN: https://www.stockopedia.com/share-prices/brave-bison-LON:BBSN/

STEM: https://www.stockopedia.com/share-prices/sthree-LON:STEM/

SQZ: https://www.stockopedia.com/share-prices/serica-energy-LON:SQZ/

IPX: https://www.stockopedia.com/share-prices/impax-asset-management-LON:IPX/

GAW: https://www.stockopedia.com/share-prices/games-workshop-LON:GAW/

Extra Stockopedia content we mention:

The Profit Warning Survival Guide - https://www.stockopedia.com/academy/reports/the-profit-warning-survival-guide/

The Makings of a Multibagger - https://www.stockopedia.com/academy/reports/makings-of-a-multibagger/

“Ahead of Expectations” - the three most powerful words in investing (subscriber only) - https://app.stockopedia.com/content/ahead-of-expectations-three-of-the-most-powerful-words-in-investing-1017620

The Week Ahead (subscriber only) - https://app.stockopedia.com/content/the-week-ahead-1620-december-tstl-dotd-1017925

Host: Lawrence Judd

Analysts: Graham Neary, Roland Head

Disclosures: At the time of recording, Roland holds shares in Serica Energy (SQZ). Graham also opened a long position in Impax (IPX) immediately after recording.

Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.