The duo reunite after the festive period for a conversation on how Lord Lee’s portfolio performed, why he feels optimistic about the next 12 months and how he’s invested a strong flow of dividends.

The pair discuss Christie Group plc, a stock Lord Lee suggests is “severely underrated”, his opinion on what to do with a company that’s down 50 per cent, and British big-names ITV, Aviva and Supermarket Income Reit.

The episode rounds up in the typical style, updating listeners on new holdings or recent exits in Lord Lee’s portfolio. 

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Timestamps 

1:14 Optimism about the year ahead

3:48 2024 review

5:20 Reinvesting dividends

6:55 Christie Group plc 

10:54 What he would do at a 50 per cent loss 

13:41 Should companies consult investors 

15:38 Aviva and Direct Line

19:39 ITV

21:30 Supermarket Income Reit

27:18 New positions and recent exits

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