Firm Returns

By James Goodwin

Podcast discussing value investing and recent write-ups on firmreturns.com.... more

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FAQs about Firm Returns:

How many episodes does Firm Returns have?

The podcast currently has 39 episodes available.

Firm Returns episodes:

December 14, 2024Fast growing UK bank trading at 2.3x PE and 0.19x PB - Part 4
In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 4 covers the group financials, management and investment outlook.
Chapters:
0:00 Introduction
02:06 Income
10:00 Financial position
25:50 Cash flows
29:52 Management
36:15 Ownership
37:30 Investment outlook - current and forward valuation
49:55 Outro
You can read the article here: https://www.firmreturns.com/secure-trust-bank-research-report/
Where you can also subscribe to my free newsletter to get the articles delivered directly to your inbox.
I'm on Twitter at: https://twitter.com/FirmReturns
...more
57min
November 03, 2024Fast growing UK bank trading at 3.7x PE and 0.26x PB - Part 3
In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 3 provides an in-depth look at the business finance segments and savings.
Chapters:
0:00 Introduction
02:33 Commercial finance
15:00 Real estate finance
39:44 Savings
47:29 Rest of report and Firm Returns
You can read the article here: https://www.firmreturns.com/secure-trust-bank-research-report/
Where you can also subscribe to my free newsletter to get the articles delivered directly to your inbox.
I'm on Twitter at: https://twitter.com/FirmReturns
...more
54min
October 26, 2024Fast growing UK bank trading at 5.1x PE and 0.45x PB - Part 2
In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 2 provides an in-depth look at the vehicle finance segment.
Chapters:
0:00 Introduction
01:10 Vehicle finance overview
03:50 Product breakdown
14:35 Commission and FCA investigation
17:50 Loan book growth
18:58 Net interest income and risk adjusted income
21:53 Market share and competition
23:40 Black Horse Limited
26:50 Volvo Car Financial Services UK Limited
29:32 Close Brothers Group plc
32:22 Next episode preview and Firm Returns
You can read the article here: https://www.firmreturns.com/secure-trust-bank-research-report/
Where you can also subscribe to my free newsletter to get the articles delivered directly to your inbox.
I'm on Twitter at: https://twitter.com/FirmReturns
...more
38min
October 19, 2024Fast growing UK bank trading at 5.1x PE and 0.45x PB - Part 1
In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 1 provides an overview of the company and its history, before looking at the retail finance segment in detail.
Chapters:
0:00 Introduction
1:28 Executive summary
8:58 History
13:00 Retail finance overview
19:40 Finance types
24:00 AppToPay
29:37 Retail partner selection
32:02 Customer ratings
32:55 Loan book growth
34:53 Net interest income and risk adjusted income
39:24 Market share
41:00 Barclays Partner Finance
45:05 Creation Consumer Finance Limited
51:14 Novuna Consumer Finance
56:15 Klarna
1:02:23 Clearpay
1:09:45 Zilch
1:15:48 Laybuy
1:18:55 PayPal
1:23:20 Which competitors are most formidable?
1:26:35 What's coming up in the next video
1:28:20 Firm Returns
You can read the article here: https://www.firmreturns.com/secure-trust-bank-research-report/
Where you can also subscribe to my free newsletter to get the articles delivered directly to your inbox.
I'm on Twitter at: https://twitter.com/FirmReturns
...more
1h 37min
October 13, 2024tinyBuild's 2024 half year results and game pipeline review
In this video I take a look at tinyBuild's (TBLD.L) half year results for the period ending 30 June 2024, as well as reviewing recent and upcoming game releases.
Chapters:
0:00 Introduction
1:55 2024 half year results
39:25 Recent game releases
1:13:05 Upcoming releases
1:51:25 My thoughts
1:57:12 Firm returns review and outro
You can read the article here: https://www.firmreturns.com/company-updates-2024-10-07/
Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
I'm on Twitter at: https://twitter.com/FirmReturns
...more
2h 2min
January 07, 2024FRW Ep. 23 - 2023 box office figures, streaming ratings, and the UK financial services sector
Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
Chapters:
0:00 Introduction
1:00 2023 global box office figures (WBD)
18:00 Young Sheldon tops the weekly US streaming charts (WBD)
23:52 Aviva completes Optiom acquisition (AV)
25:03 Taking the temperature of the UK Financial Services sector (DSW)
You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2024-01-06/
Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
I'm on Twitter at: https://twitter.com/FirmReturns
...more
39min
December 31, 2023FRW Ep. 22 - WBD acquires BluTV, and a look at recent film performance
Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
Chapters:
0:00 Introduction
0:48 WBD acquires BluTV
04:20 Wonka and Aquaman 2 ticket sales
14:43 Assorted other topics
You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-31/
Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
I'm on Twitter at: https://twitter.com/FirmReturns
...more
23min
December 26, 2023FRW Ep. 21 - Factors impacting the dry bulk charter market, and updates on WBD and TBLD
Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
Chapters:
0:00 Introduction
1:03 Factors impacting the dry bulk charter market (TMI)
13:13 Paramount merger talk (WBD)
20:50 Details of the equity raise (TBLD)
41:47 Versus Evil shut down (TBLD)
You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-24/
Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
I'm on Twitter at: https://twitter.com/FirmReturns
...more
47min
December 19, 2023FRW Ep. 20 - Newsletter overview, and updates on TMI, WBD, and TBLD
Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
Chapters:
0:00 Introduction
1:18 Newsletter overview
10:56 Half-year report (TMI)
32:32 Board changes (TMI)
33:12 Spotify podcast deal (WBD)
35:21 Wonka (WBD)
37:00 Deadside update (TBLD)
You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-17/
Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
I'm on Twitter at: https://twitter.com/FirmReturns
...more
46min
December 09, 2023FRW Ep. 19 - Important update on tinyBuild (TBLD), and other news for ECOR, WBD, and TMI
Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
Chapters:
0:00 Introduction
0:58 Trading update and equity raise (TBLD)
24:38 Four Mile legal ruling upheld (ECOR)
26:33 Max in Verizon bundle (WBD)
27:44 Upcoming releases (WBD)
34:38 Vessel sales (TMI)
35:33 Baltic Handysize index (TMI)
You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-09/
Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
I'm on Twitter at: https://twitter.com/FirmReturns
...more
42min

FAQs about Firm Returns:

How many episodes does Firm Returns have?

The podcast currently has 39 episodes available.