CONKERS' CORNER

The topics, stocks and shares mentions / discussed include:

The winning defensive investing stocks that could boost your portfolio.

Bunzl / BNZL

Harworth Group / HWG

Telecom Plus / TEP

MONY Group / MONY

Mears Group / MER

B&M European Value Retail / BME

Defensive stocks

August TwinPetesInvesting Challenge winner

Kazera Global / KZG

Warehouse REIT / WHR

Judges Scientific / JDG

Low Beta & low volatility

Social Housing & maintenance

Construction / remediation works / regeneration

Hyperscale datacentre / Battery energy storage / energy-from-waste facility

Dividends

FTSE / FTSE 100

Takeovers

Charity

FREE TICKETS FOR The Association of Investment Companies Investment Company Showcase on 11th October : Discount code SHOW24

Sharescope / Sharepad special discount offer code ShareScope | SharePad : TwinPetes

Henry Viola-Heir’s blog Home – The Ethical Entrepreneur

Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge

Harriman House books sponsor Harriman House – Independently minded publishing the TwinPetesInvesting Challenge

Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Just Giving page

Trading

Investing & more

The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help.  Henry Viola-Heir is fundraising for Centrepoint (justgiving.com)  JUST GIVING TWIN PETES FUNDRAISING FOR THE CENTREPOINT Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Thank you.

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. 

PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

PLEASE NOTE This is TwinPetesInvesting Podcast 135 PART 2.

The topics, stocks and shares mentions / discussed include:

With special guest, Warhammer / Games Workshop expert & shareholder, Private investor: Matthew Gregory @MathewGregory5 on Twitter/X

The history of #WarHammer & Investing in #GamesWorkshop

Investing lessons & learnings

Unilever / ULVR

Sylvania Platinum / SLP

Rio Tinto / RIO

BHP Group / BHP

Glencore / GLEN

Anglo American / AAL

Nvidia / #NVDA / #Gaming / #Ai

Atlantic Lithium / ALL

Gitlab Inc / GTLB

Iron Ore/ Copper / Mining / Electrification

Investing watchlist

Dividend yields / Dividends

REITS / Real Estate Investment Trusts

Volatility

Psychology 

Charity

Sharescope / Sharepad special discount offer code https://www.sharescope.co.uk/landing_sharepad.jsp : TwinPetes

Henry Viola-Heir’s blog https://theethicalentrepreneur.com/

Investors’ Chronicle sponsor https://www.investorschronicle.co.uk/product-matrix?pageSource=header-cta&referer=cta the TwinPetesInvesting Challenge

Harriman House books sponsor https://harriman.house/ the TwinPetesInvesting Challenge

Powder Monkey Brewing Co All Products https://powdermonkeybrewing.com/collections/all-products 10% discount code : TWINPETES

CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 https://www.justgiving.com/page/twinpeteschallenge24 Just Giving page

Investing 

Books & more

The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help. https://www.justgiving.com/page/twinpeteschallenge24

PLEASE NOTE PART 2 will be released on 13th September

The topics, stocks and shares mentions / discussed in Part 1 include:

With special guest, Warhammer expert & Games Workshop shareholder, Private investor: Matthew Gregory @MathewGregory5 on Twitter/X.

Buying safe & potentially great shares

BP

Finding your own investing methodology

Nvidia / NVDA

Tritax Eurobox / EBOX

Atlantic Lithium / ALL

Abrdn European Logistics Income / ASLI

Real Estate Investment Trusts (REITS)

Dividends

Net Asset Value / NAV

Discount to NAV

Volatility

Nasdaq & S&P 500 declines

Selling & Investing conviction

Trading

Psychology

FTSE

Sharescope / Sharepad special discount offer code ShareScope | SharePad : TwinPetes

Henry Viola-Heir’s blog Home – The Ethical Entrepreneur

Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge

Harriman House books Harriman House – Independently minded publishing

Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Just Giving page

Investing

Books & more

The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help.  Henry Viola-Heir is fundraising for Centrepoint (justgiving.com)  JUST GIVING TWIN PETES FUNDRAISING FOR THE CENTREPOINT Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Thank you

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. 

PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

The topics, stocks and shares mentions / discussed include:

Could this stock become a future 1000% winner

Animalcare Group / ANCR

Genus / GNS

Hikma Pharma / HIK

Exelixis / EXEL

Venture Life Group / VLG

Polar Capital Healthcare Opportunities Fund

Invesco S&P Smallcap Healthcare ETF

Uniphar / UPR

Novacyt / NCYT

Deltic Energy / DELT

Totally / TLY

July's TwinPetesInvesting Challenge winner

Pharma / Biotech / Healthcare

Dividends

FTSE 100 / FTSE All-Share / AIM All-share

Podcast ambassadors

Charity

Sharescope / Sharepad special discount offer code ShareScope | SharePad : TwinPetes

Phil Oakley’s blog Investingstuff | Phil Oakley | Substack

Henry Viola-Heir’s blog Home – The Ethical Entrepreneur

Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge

Harriman House books Harriman House – Independently minded publishing

Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Just Giving page

Investing

Trading

& more

The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help.  Henry Viola-Heir is fundraising for Centrepoint (justgiving.com)  JUST GIVING TWIN PETES FUNDRAISING FOR THE CENTREPOINT Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Thank you.

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. 

PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

The topics, stocks and shares mentions / discussed include:

Winning watchlist investing opportunities from the market sell-off,

Polar Capital Holdings / POLR

Visa / V

Rightmove / RMV

Moody's / MCO

Wood Group / WG.

Croda / CRDA

AstraZeneca / AZN

St James's Place / STJ

The Japanese Carry Trade,

Margin Calls

Keras Resources / KRS

Mkango Resources / MKA

The Volatility Index VIX

Dividends

Risk Management

FTSE 100 / FTSE All-share / AIM All-share

Sharescope / Sharepad special discount offer code ShareScope | SharePad : TwinPetes

Phil Oakley’s blog Investingstuff | Phil Oakley | Substack

Henry Viola-Heir’s blog Home – The Ethical Entrepreneur

Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge

Harriman House books Harriman House – Independently minded publishing

Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Just Giving page

Investing

Trading

Psychology

& more

The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help.  Henry Viola-Heir is fundraising for Centrepoint (justgiving.com)  JUST GIVING TWIN PETES FUNDRAISING FOR THE CENTREPOINT Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Thank you.

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. 

PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

The topics, stocks and shares mentions / discussed include:

With special guest, Fund Manager, Jamie Ward @JamieCDubya on Twitter/X

Who could be a CrowdStrike outage winner?

Palo Alto Networks / PANW

Fortinet / FTNT

Checkpoint Point Software Technologies / CHKP

WIZ future IPO?

ISPY Legal & General Cybersecurity ETF

NCC Group / NCC

GB Group / GBG

CYBR / Rize Cybersecurity & Data Privacy ETF

Cirata / CRTA

Cybersecurity / Risks

ChatGPT

Ascential / ASCL & the Informa takeover

Burberry / BRBY

Breedon / BREE

Tortilla Mexican Grill / MEX

Fundamentals / Technical Analysis

FTSE

Charity

Sharescope / Sharepad special discount offer code ShareScope | SharePad : TwinPetes

Phil Oakley’s blog Investingstuff | Phil Oakley | Substack

Henry Viola-Heir’s blog Home – The Ethical Entrepreneur

Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge

Harriman House books Harriman House – Independently minded publishing

Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Just Giving page

Trading

Investing & more

The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help.  Henry Viola-Heir is fundraising for Centrepoint (justgiving.com)  JUST GIVING TWIN PETES FUNDRAISING FOR THE CENTREPOINT Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Thank you.

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. 

PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

The topics, stocks and shares mentions / discussed include:

Potential winners of the new government growth strategy,

MJ Gleeson / GLE

Michelmersh / MBH

Breedon / BREE

Smith & Nephew / SN.

Drax / DRX

The Renewables Infrastructure Group / TRIG

Tyman /TYMN

Spirax Group / SPX

Severfield / SFR

Ocean Wilsons / OCN

HydrogenOne Capital Growth / HGEN

Clean Power Hydrogen /CPH2

Renewables / Energy / Clean Energy

Housebuilders/ Housebuilding / Construction

Healthcare / Medtech / NHS

TwinPetesInvesting June Challenge winner,

Longboat Energy / LBE

Eurasia Mining / EUA

Dividends

FTSE 100

Investing

Trading

Sharescope / Sharepad special discount offer code ShareScope | SharePad : TwinPetes

Phil Oakley’s blog Investingstuff | Phil Oakley | Substack

Henry Viola-Heir’s blog Home - The Ethical Entrepreneur

Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge

Harriman House books Harriman House – Independently minded publishing

Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Just Giving page

& more.

The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help.  Henry Viola-Heir is fundraising for Centrepoint (justgiving.com)  JUST GIVING TWIN PETES FUNDRAISING FOR THE CENTREPOINT Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Thank you.

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. 

PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

The topics, stocks and shares mentions / discussed include:

With special guest Martin Flitton @private_punter on X

How to find quality smallcap winners

Know what you own

Ibstock / IBST

IG Design Group /IGR

Pennant International / PEN

SDI Group / SDI

Convatex / CTEC

YouGov / YOU

Wynnstay Group / WYN

Allergy Therapeutics / AGY

Diaceutics / DXRX

Oxford BioDynamics / OBD

Guzman y Gomez / GYG

Tortilla Mexican Grill / MEX

Quality research / Hardman Research wrt Healthcare / Lifesciences

Trading updates / Front loading results / Second half weighting

Topslicing / Taking some profit

Management transparency

Risks / Amber flags / Profit warnings

Hardware / Software

CentrePoint Charity

FTSE All-Share

Aim All-Share

Sharescope / Sharepad special discount offer code ShareScope | SharePad : TwinPetes

Phil Oakley’s blog Investingstuff | Phil Oakley | Substack

Henry Viola-Heir’s blog Home - The Ethical Entrepreneur

Martin Flitton's blog  Home | Private Punter (martinflitton1.wixsite.com)

Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge

Harriman House books Harriman House – Independently minded publishing

Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Just Giving page

Investing

Trading

& more

The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help.  Henry Viola-Heir is fundraising for Centrepoint (justgiving.com)  JUST GIVING TWIN PETES FUNDRAISING FOR THE CENTREPOINT Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Thank you.

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. 

PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

The topics, stocks and shares mentions / discussed include:

Discounts & Investing opportunities,

Julius Baer

National Grid / NG.

Eagle Eye Solutions / EYE / #SaaS / #Ai-Powered solutions

Jupiter Asset Management / JUP

Liontrust AM / LIO

Dividends

Citywire Elite Companies  / Algy Hall

TwinPetesInvesting Challenge May winning stocks

Zotefoams / ZTF Belluscura / BELL Kodal Minerals / KOD Tertiary Minerals / TYM Prospex Energy / PXEN

FTSE100

FTSE All-Share

Aim All-Share,

Book: How to make money in stocks; A winning system in good or bad times by William O'Neil

Sharescope / Sharepad special discount offer code ShareScope | SharePad : TwinPetes

Phil Oakley’s blog Investingstuff | Phil Oakley | Substack

Henry Viola-Heir’s blog Home - The Ethical Entrepreneur

Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge

Harriman House books Harriman House – Independently minded publishing

Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Just Giving page

Investing

Trading

& more

The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help.  Henry Viola-Heir is fundraising for Centrepoint (justgiving.com)  JUST GIVING TWIN PETES FUNDRAISING FOR THE CENTREPOINT Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Thank you.

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. 

PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

The topics, stocks and shares mentions / discussed include:

With special guest, Andy @FlyFinance, Full-time pilot & part-time investor

A winning 30 bagger investment

Takeovers

Riskified Ltd / $RSKD

Next 15 Group / NFG

H&T Group / HAT

Foresight Sustainable Forestry Co / FSF

Hargreaves Lansdown / HL.

International Distribution Services / IDS / Royal Mail

Anglo American / AAL / BHP / COPPER / Mining

The Magnificent 7

GOLD / GOLD ETF

Watches of Switzerland Group / WOSG

ConocoPhilips / COP / HESS / HES

Chevron / CVX / Energy

200 hundred day moving average

REITS / Investment Trusts

FTSE / Value investing

BONDS / Interest rates / Political risks

Cashflow

Sharescope / Sharepad special discount offer code ShareScope | SharePad : TwinPetes

Phil Oakley’s blog Investingstuff | Phil Oakley | Substack

Henry Viola-Heir’s blog Home - The Ethical Entrepreneur

Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge

Harriman House books Harriman House – Independently minded publishing

Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Just Giving page

Investing

Trading

& more

The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help.  Henry Viola-Heir is fundraising for Centrepoint (justgiving.com)  JUST GIVING TWIN PETES FUNDRAISING FOR THE CENTREPOINT Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Thank you.

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. 

PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.