Firm Returns

Firm Returns

By James GoodwinBusinessInvesting
Download on the App Store

Firm Returns episodes

  • FRW Ep. 18 - Optiom acquisition (AV), David Zaslav interview (WBD), Arkham trilogy on switch (WBD)
    • 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
      • 0:38 Aviva to acquire Optiom (AV)
      • 2:58 David Zaslav interview at DealBook Summit (WBD)
      • 10:17 Arkham trilogy released on Switch (WBD)
    • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-02/
    • 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
    17 min
  • FRW Ep. 17 - tinyBuild (TBLD), Warner Bros Discovery (WBD), Aviva (AV), and Fuller's (FSTA)
    • 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
      • 0:34 Broken Roads release delay (TBLD)
      • 5:20 Not For Broadcast: Bits of Your Life DLC (TBLD)
      • 9:05 Hogwarts Legacy released on Switch (WBD)
      • 11:36 Max Black Friday discount (WBD)
      • 12:54 Dune: Part Two release brought forward (WBD)
      • 13:52 Dr Martens collaboration (WBD)
      • 17:33 Aviva Q3 trading update (AV)
      • 31:38 Fuller's half-year results (FSTA)
    • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-11-25/
    • 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
    44 min
  • FRW Ep. 16 - WBD Q3 earnings, SAG-AFTRA strike ends
    • 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
      • 0:30 Q3 earnings (WBD)
      • 29:15 SAG-AFTRA strike ends (WBD)
    • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-11-11/
    • 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
    34 min
  • FRW Ep. 15 - TBLD, Investing Approach
    • 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
      • 0:37 Slime 3K & Publisher Sale (TBLD)
      • 20:24 Hello Neighbor 2 - Halloween Update (TBLD)
      • 24:32 Investing Approach
    • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-11-04/
    • 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
    37 min
  • FRW Ep. 14 - ECOR, TMI, 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
      • 0:33 Ecora Resouces trading update (ECOR)
      • 6:30 Taylor Maritime Investments trading update (TMI)
      • 25:50 Stray Souls release (TBLD)
      • 38:06 Hello Neighbor updates (TBLD)
    • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-10-28/
    • 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
    52 min
  • FRW Ep. 13 - AV, TMI, WBD
    • 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
      • 1:22 Takeover rumours (AV)
      • 6:05 In Focus: Wealth event (AV)
      • 15:04 ESG report (TMI)
      • 18:15 Steam publisher sale (WBD)
    • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-10-21/
    • 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
    25 min
  • FRW Ep. 12 - 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
      • 1:30 Asterigos anniversary update (TBLD)
      • 4:40 Level Zero pushed back to 2024 (TBLD)
      • 7:36 Q&A (TBLD)
    • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-10-08/
    • 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
    38 min
  • FRW Ep. 11 - TMI, 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
      • 0:45 Taylor Maritime Investments (TMI)
      • 3:36 tinyBuild (TBLD)
    • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-10-08/
    • 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
    34 min
  • FRW Ep. 10 - AV, WBD, TMI, 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
      • 0:42 Aviva (AV)
      • 2:45 Warner Bros. Discovery (WBD)
      • 7:48 Taylor Maritime Investments (TMI)
      • 18:05 tinyBuild (TBLD)
    • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-09-30/
    • 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
    46 min
  • FRW Ep. 9 - WBD, 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
      • 3:30 Warner Bros. Discovery (WBD)
      • 24:08 tinyBuild (TBLD)
    • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-09-23/
    • 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
    37 min

About Firm Returns

From the publisher's feed

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