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 03, 2023FRW 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
...more
17min
November 26, 2023FRW 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
...more
44min
November 12, 2023FRW 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
...more
34min
November 05, 2023FRW 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
...more
37min
October 28, 2023FRW 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
...more
52min
October 21, 2023FRW 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
...more
25min
October 16, 2023FRW 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
...more
38min
October 10, 2023FRW 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
...more
34min
October 01, 2023FRW 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
...more
46min
September 23, 2023FRW 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
...more
37min

FAQs about Firm Returns:

How many episodes does Firm Returns have?

The podcast currently has 39 episodes available.