CONKERS' CORNER

The topics, stocks and shares mentions / discussed include:

Investing Opportunities with Winning Potential

BAE Systems / BA.

Qinetiq / QQ.

Scottish Mortgage Trust / Tom Slater /  SpaceX

Greggs / GRG

Aberdeen Group / ABDN / Interactive Investor platform

Picton Property Income Ltd / PCTN

LondonMetric Property Plc / LMP

Schroder Real Estate Investment Trust / SREI

Herald Investment Trust / HRI / Katie Potts

Aberdeen Investments / Saba Capital

Ensilica / ENSI

Atlantic Lithium  / ALL / TAKEunder

Real Estate Investment Trusts / REITS

Hidden Gems / Undervalued stocks

Property/ Defence / Military 

Military modernisation / Sovereign defence

Geo-politics

Income / Dividends / Dividend yield / Dividend cover

Mergers / Takeovers / Arbitrage / Consolidation

Return of Invested Capital  / Valuation

Investing

Financial education

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the NEW link PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN
TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN.

& more

ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope 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.

The topics, stocks and shares mentions / discussed include:

Winning Investments, a LIVE Portfolio Clinic

Master Investor Show 2026

Investing quality metrics

ITM Power / ITM / Rheinmettal AG

Volex Plc / VLX

BP Plc / BP / Oil / WTI / Brent / Energy

Valterra Platinum / VALT 

Platinum / Palladium / Rhodium

Mueller Industries Inc / MLI 

Copper / Cables / Datacenters

Gamma Communications / GAMA

Electrolysers / Hydrogen Energy

ShareScope Screens

Dividends

Return of Capital Employed

Research / Analysis

Long-term Investing

Investing Psychology

Annabel Brodie-Smith

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope 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.

The topics, stocks and shares mentions / discussed include:

An Investment Trusts Investing Masterclass with AIC's Annabel Brodie-Smith

Saba Capital Management / SABA activism against Investment Trusts

Edinburgh Worldwide Investment Trust / EWI 

Baillie Gifford

Scottish Mortgage Investment Trust / SMT

Allianz Technology Trust / ATT

Harbourvest Global Private Equity Ltd / HVPE 

Impax Environmental Markets / IEM

Benefactors of Spacex' IPO

The Schiehallion Fund Ltd / MNTN 

Baillie Gifford US Growth Trust / USA 

City of London Investment Group / CLIG 

Dividend Heroes

Monks Investment Trust / MNKS

JP Morgan Claverhouse Investment Trust / JCH

Foresight Environmental Infrastructure Ltd / FGEN 

The Renewables Infrastructure Group / TRIG

Shareholder engagement / Events / Webinars

Buybacks / MNA / Tenders / Mergers

Voting Rights / Nominee accounts

Costs disclosure

Master Investor Show

The AIC Showcase

Annabel's Investment portfolio

Burberry / BRBY

Tritax Big Box REIT / BBOX

Cordiant Digital Infrastructure Ltd / CORD

HG Capital Trust / HGT

Templeton Emerging Markets Investment Trust / TEM

RIT Capital Partners /RCP 

High Dividend Yield & Risk

The AIC's Compass Newsletter

Long-term investing

Contrarian investing

Dividends / Dividend growth / 

Income seekers / Dividend yield / Income

Visit The  Association of Investment Companies | Investment Trust Companies | Closed-End Funds website

Property / Infrastructure / Renewables

Financial Education

Investing in Investment Trusts & much more

My friend Simon Higton is running the LondonMarathon. As his wife's cousin gave birth to twins last year, devastatingly one of the twins passed away from meningitis. The Skye High Foundation charity supports bereaved families hit by the loss of a baby part of a multiple birth. Please donate if you can. The Skye High Foundation: Simon's page

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

ShareScope ShareScope landing page   special discount offer code : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope 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. 

The topics, stocks and shares mentions / discussed include:

Who wants to be an ISA millionaire.

ISA investing strategies

Tesco / TSCO

Babcock International Group / BAB

Volution Group / FAN

Primary Health Properties / PHP

Tritax Big Box REIT / BBOX

Spire Healthcare / SPI

Centrica / CNA

Ashmore Group / ASHM

Watches of Switzerland Group / WOSG

Future Plc / FUTR / Goodwin Plc /GDWN

THG Plc / THG

Real Estate Investment Trusts / REITS

FTSE 350 stocks

Income / Dividends

Compounding investments

Investing psychology

Risks / Profit warnings / Volatility

Stocks / Shares

Investing / Trading

Financial Education

The Twin Petes Investing Podcast will be appearing LIVE at the Master Investor Show in London on April 25th for  FREE TICKETS to the Master Investor Show on April 25th via https://forms.reg.buzz/masterinvestorshow-2026/twinpetes  Use the code : TWINPETES
for a FREE STANDARD TICKET . We look forward to seeing you on the day.

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope ShareScope landing page   special discount offer code : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope 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.

The topics, stocks and shares mentions / discussed include:

A Private Credit & Investing Masterclass with Dr. George Cooper, Founder & CIO of Equitile Investments & Manager of The Equitile Resilience Fund

Investing lessons from over 30 years in financial markets

Working with prestigious firms Goldman Sachs, JP Morgan, Deutsche Bank & BlueCrest Capital

Identifying the potential financial crisis before the failure of Lehman Brothers, writing his book: The Origin of Financial Crises: Central banks, credit bubbles and the efficient market fallacy

The Origin of Financial Crises: Central banks, credit bubbles and the efficient market fallacy

What is Private Credit?

What are the potential risks of Private Credit bubbles to markets and investments

Private Credit Markets

Safe haven assets

How retail investors can navigate & potentially protect themselves and win whe markets face private credit risks

Darwinian approach to investing

Equitile Investments' outperforming Equitile Resilience Fund

Gold / Energy sector

Banks / Insurance sector

Pensions industry

Alcohol / Beverage sector

Bonds

Quantitative easing

Shadow Banking system

Private Credit debt

Principle Agent problems

Private Equity

Lehman Brother failure

Why investing volatility is reassuring

The importance of Credit quality

The importance of price discovery

Vendor financing

Dividend traps / High yield risk

The risk of high indebted companies

Inflationary pressures

Inflation protected assets

Financial Education

Book recommendation no.2 Fixing Economics: The story of how the dismal science was broken - and how it could be rebuilt

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope ShareScope landing page   special discount offer code : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope 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. 

The topics, stocks and shares mentions / discussed include:

Long-term winning investing compounders for every investor

Halma / HLMA

Waste Management Inc / WM

Rotork / ROR

Rentokil Initial / RTO

Central Asia Metals / CAML

Judges Scientific / JDG

Imperial Brands / IMB

British American Tobacco / BATS

FTSE 100 / Market Volatility

Dividends

Investing psychology

Consistency of cash flow & profitability

Oxford Science Enterprises / Venture Capital

London Stock Exchange / LSEG / Private Securities Market (PSM) 

LSEG's Pisces (Private Intermittent Securities and Capital Exchange System)

Compounding investments

Warren Buffett

Financial Education

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope ShareScope landing page   special discount offer code : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope 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.

The topics, stocks and shares mentions / discussed include:

Winning investing strategies with special guest former fund manager Charlie Huggins

Diploma / DPLM

Relx / REL

Experian / EXPN

Primary Health Properties / PHP

Walmart / WMT / CostCo / COST

Nvidia / NVDA / Apple / AAPL

Bonds / Real Estate Investment Trusts / REITS

Transition from fund manager to private investor

Ai bubble?

Ai winners & losers

Preferred quality & valuation metrics

Cyclical businesses

Research & the importance of cashflow producing assets

Discounted Cashflow Model

Why cash matters

Behavioural biases

Stocks / Shares

Investing 

Financial Education

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope 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.

The topics, stocks and shares mentions / discussed include:

 How & where to find winning stocks despite a market sell-off.

The TwinPetes Investing Challenge 2025 winners

Experian / EXPN

Relx / REL

Caterpillar Inc / CAT

Centrica / Reckitt Benckiser / Severn Trent / National Grid

Pearson / Sage /

Scottish Mortgage Investment Trust / SMT

Edinburgh Worldwide Investment Trust / EWI

Baillie Gifford US Growth Trust / USA

The Schiehallion Fund Ltd / MNTN

SpaceX IPO & valuation

Wood Group / WG.

The Anthropic Ai (Claude Ai) sparked software / tech / financial services sell off.

Hikma Pharma / HIK

The importance of intrinsic value

FTSE 100 All-time High 10,402

Investing psychology

Investing / Trading

Financial Education

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley please donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope ShareScope landing page   special discount offer code : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope 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.

The topics, stocks and shares mentions / discussed include:
Tariffs & market resilient winning stocks to combat the volatility ahead.
Plus500 / PLUS
CMC Markets / CMCX
Severn Trent / SVT
United Utilities / UU.
BAE Systems / BA.
Griffin Mining / GFM
Zegona Communications / ZEG
Central Asia Metals / CAML
Currys Plc / CURY
Secure Trust Bank / STB
Beazley Plc / BEZ & Zurich Insurance takeover approach
Aviva / AV / Hiscox / HSX
Legal & General / LGEN / Admiral / ADM / Lancashire / LRE
Atalaya Mining Copper / ATYM
Gold / Copper / Mergers & consolidations
Dividends / Yield
FTSE 100 All-time high
Psychology
Investing / Trading
Sad passing of our my dear friend & Shareholders' rights advocate & champion, Mark Bentley.
Financial education
ShareScope ShareScope landing page   special discount offer code : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope 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.

A LIVE New Year Special with 4 guests. Discussing potential winning stocks for 2026 [Recorded on 16th December 2025]
Eos Energy Enterprises / EOSE
Concurrent Technologies / CNC
Currys Plc / CURY
Man Group / EMG
Relx / REL
Blackrock World Mining Trust / BRWM
Ecora Resources / ECOR
Secure Trust Bank / STB
Warner Brothers Discovery / WBD
Netflix / NFLX / Paramount Skydance / PSKY
Applied Nutrition / APN
Ai / Energy
Long-term investing
Dividends
Embedded value / Intrinsic value
Pyramiding into a stock
Takeovers / Mergers / Acquisitions
Using Stock screens
Director insider selling
Investor Psychology
Target Price
Menphys Charity Fundraise  https://www.justgiving.com/page/peter-higgins-1736161867791?utm_medium=FR&utm_source=CL please donate what you can.
Happy New Year & wishing you all a healthy and fantastic 2026

ShareScope ShareScope landing page   special discount offer code : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES
The 2025 TwinPetesInvesting MENPHYS Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2025 Just Giving page here where  Peter Higgins & the TwinPetesInvesting podcast are fundraising for the children with disabilities charity, Menphys.

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope 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.