By Hosted by Investor's Champion
The podcast currently has 39 episodes available.
In this episode of the Investors Champion Podcast, Chris and Lee discuss key topics affecting UK investors, including company management remuneration misalignment, highlighted through case studies on Plexus and Manolete Partners.
They delve into peculiar market investments, such as a banana taped to a wall sold for over $6 million, and assess significant market movers like Games Workshop, Sage, and Jet2. Additionally, they analyse the potential impacts of regulatory actions on Alphabet and chat about unique investment opportunities and risks in smaller companies like Michelmersh Brick Holdings.
Timestamps:
00:36 Case Study: Plexus and Management Remuneration
03:45 Case Study: Manolete and Shareholder Misalignment
06:04 Crazy Investments: The $6.2 Million Banana
07:46 Bitcoin and the Cryptocurrency Craze
08:17 DOJ vs. Google: Potential Breakup of Alphabet
12:40 UK Success Stories: Games Workshop and Sage
19:12 Small Caps Spotlight: Jet2 and Michelmersh Brick Holdings
23:38 Conclusion
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.
Links & Resources:
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
Visit Investor’s Champion website here: https://www.investorschampion.com/
Follow Investor’s Champion on X here: https://twitter.com/investchampion
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
In this episode of the Investors Champion Podcast, hosts Chris and Lee discuss the recent UK budget's implications on the AIM market and inheritance tax relief for business shares.
They compare the growth potential between AIM shares and large technology stocks like Alphabet and Garmin, and the importance of the London Stock Exchange and AIM companies in promoting themselves.
The episode also features responses to listener questions about the budget's impact on private pensions and dividends. Touching upon the debate over dividend payments versus reinvestment in company growth.
Timestamps:
0:53 Impact of the Budget on AIM Market
04:23 Comparing AIM to Global Markets
09:54 Listener Questions and Final Thoughts
13:48 Conclusion and Next Week's Preview
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.
Links & Resources:
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
Visit Investor’s Champion website here: https://www.investorschampion.com/
Follow Investor’s Champion on X here: https://twitter.com/investchampion
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
In this episode of the Investors Champion Podcast, hosts Lee and Chris delve into the world of dividend-producing stocks in the UK market. The episode covers the selection criteria for the Income Boosters Portfolio, which focuses on high-yield, reliable dividend-paying stocks with good dividend cover.
They also touch upon the AIM High Yield Portfolio, highlighting its performance and the unique aspects of investing in smaller AIM companies. The hosts share examples of successful stocks, and the challenges faced, providing insights and strategies for building and managing a dividend-focused investment portfolio.
Timestamps:
00:40 Introduction to Dividend Producing Stocks
03:04 What Makes Up the Income Boosters Portfolio
04:49 Examples of Dividend Stocks in the Portfolio
06:16 Challenges in Dividend Investing
10:40 Exploring the AIM High Yield Portfolio Stocks
13:11 Performance and Insights of AIM High Yield Portfolio
18:34 Pros and Cons of Dividend vs. Growth Portfolios
22:57 Final Thoughts on companies making transformational acquisition.
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.
Links & Resources:
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
Visit Investor’s Champion website here: https://www.investorschampion.com/
Follow Investor’s Champion on X here: https://twitter.com/investchampion
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
In this episode of the Investors Champion Podcast, Chris and Lee discuss intriguing investment opportunities, focusing on 'bonkers bargains' - stocks with strong fundamentals but undervalued due to market conditions. They highlight small cap companies like Time Finance and Alumasc, and delve into an unusual pick, Gemfields Group.
The episode emphasizes the importance of balancing growth stocks with deep value investments, and the potential long-term rewards and risks in small cap investing. Chris also touches upon the importance of market research and diversification while noting some of their past successes and disappointments in the 'bonkers bargains' category.
They conclude with advice on portfolio composition and a note on the challenging market environment due to impending tax changes and budget announcements.
Timestamps:
00:27 Market Frustrations and Bonkers Bargains
01:17 Defining Bonkers Bargains
03:05 Success Stories: Time Finance
06:54 Construction Materials Sector & Alumasc
09:10 New Additions to the Bonkers Bargains List
12:01 Portfolio Strategy and Diversification
15:00 Bonkers Bargain XP Power
21:20 Concluding Thoughts
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.
Links & Resources:
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
Visit Investor’s Champion website here: https://www.investorschampion.com/
Follow Investor’s Champion on X here: https://twitter.com/investchampion
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
In this episode of the Investors Champion Podcast, hosts Chris and Lee focus on some standout successful companies listed on the AIM market. They dive into the growth journeys of companies like Yu Group, Elixirr, Fonix, Time Finance, AB Dynamics, CVS Group, and Jet2.
They highlight the importance of founder ownership, patience, and understanding business models for long-term investment success. The episode also touches upon Raspberry Pi's impressive IPO performance on the main market and concludes with a recommendation to diversify investments across multiple good issues.
Timestamps:
00:29 Market News and Spotlight on AIM Companies
01:43 Yu Group: A Roller Coaster Journey
04:49 Elixirr: Ambitious Growth
06:12 Fonix: Mobile Payment Specialist
09:06 Time Finance: Bonkers Bargain
11:35 AB Dynamics: From Tiddler to Titan
13:53 CVS Group: Veterinary Services
16:57 Jet2: Soaring High
20:20 Raspberry Pi: IPO Success
21:17 Conclusion and Final Thoughts
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.
Links & Resources:
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
Visit Investor’s Champion website here: https://www.investorschampion.com/
Follow Investor’s Champion on X here: https://twitter.com/investchampion
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
In this episode of the Investors Champion Podcast, Chris and Lee provide an analysis of Next PLC's interim results, highlighting them as a benchmark for how companies should present financial updates.
The discussion contrasts Next PLC's comprehensive and transparent reporting with that of Next 15. They also touch upon the recent performance of the S&P 500, driven by a significant interest rate cut by the Federal Reserve, and critique the Bank of England's cautious approach. The episode is a must-listen for investors seeking valuable lessons in effective financial communication from companies they wish to invest in.
Timestamps:
00:28 Next PLC's Impressive Interim Reports
01:46 S&P 500 and Market Sentiments
03:10 Next PLC: A Benchmark for Presenting Results
05:39 Next PLC's Strategic Insights and Future Plans
07:28 The Challenges and Successes of Retail Stocks
10:57 Final Thoughts and Recommendations
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.
Links & Resources:
Read Next PLC’s interim trading update: https://www.rns-pdf.londonstockexchange.com/rns/7783E_1-2024-9-18.pdf
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
Visit Investor’s Champion website here: https://www.investorschampion.com/
Follow Investor’s Champion on X here: https://twitter.com/investchampion
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
In this episode of the Investors Champion Podcast, hosts Lee and Chris provide a comprehensive analysis of the UK share market, specifically focusing on small cap and AIM-listed companies. They discuss the implications of potential capital gains tax changes, the impact of Philip Meeson's share sale from Jet2, and Nvidia CEO's stock sell-off amidst antitrust investigations.
The episode features deep dives into three promising small caps: Gamma Communications, hVIVO, and Keystone Law. The hosts also cover challenges faced by other companies like Next 15, Inspecs Group, and Frontier Developments, along with their views on SigmaRoc's acquisitions and the Property Franchise Group's merger with Belvoir. They conclude with thoughts on Fevertree's mixed growth results. Listeners can expect valuable insights on investment strategies, market trends, and potential tax implications.
Timestamps:
00:28 Focus on AIM and Small Caps
00:57 Capital Gains Tax and Market Reactions
01:29 Philip Meeson's Share Sale
02:39 Nvidia CEO's Share Sales and Market Impact
05:26 Spotlight on Small Cap Stocks
08:24 Inheritance Tax Planning Concerns
12:37 Next 15's Profit Warning and Communication Issues
16:16 Handling Market Uncertainty
16:48 The Struggles of Inspects
19:56 Frontier Developments: A Cautious Approach
22:31 SigmaRoc's Acquisition Challenges
25:48 Property Franchise Group Merger
27:32 Fevertree's Global Growth Strategy
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.
Links & Resources:
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
Visit Investor’s Champion website here: https://www.investorschampion.com/
Follow Investor’s Champion on X here: https://twitter.com/investchampion
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
In this episode, Chris and Lee discuss the latest performance and outlook of several UK companies listed on AIM. The conversation ranges from high dividend-paying stocks in the income booster’s portfolio to the potential impact of UK tax changes.
They also touch on specific companies from house building, construction materials, aerospace, and healthcare software. Featured companies include Hargreaves Lansdown, Page Group, Rightmove, Filtronic, Ashtead Technology, and Craneware, as well as 'bonkers bargains' like Alumasc and Michelmersh Brick Holdings. The episode concludes with a look at Jet2's growth amid market challenges and Churchill China's resilient performance in the hospitality sector.
Timestamps:
00:28 Income Boosters Portfolio Update
03:45 Government Policy Changes
06:10 Rightmove a UK Success Story
09:23 Small Cap News: Filtronic, Ashtead Technology, and Craneware
16:39 Bonkers Bargains Alumasc and Michelmersh brick holdings
22:41 Spotlight on Churchill China
25:20 Conclusion and Next Week's Preview
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.
Links & Resources:
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
Visit Investor’s Champion website here: https://www.investorschampion.com/
Follow Investor’s Champion on X here: https://twitter.com/investchampion
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
In this episode of the Investors Champion Podcast, Chris and Lee provide an informative rundown on topics affecting UK investors. They delve into key market movers, including Nvidia's impressive, yet scrutinized, quarterly results, and Warren Buffett's Berkshire Hathaway crossing the $1 trillion mark.
The discussion also covers smaller UK companies like Focusrite and Aquis Exchange, examining their market performance and future prospects. Additional highlights include a deep dive into the challenges faced by online wine retailer Naked Wines and the revenue growth of pawnbroker and jewellery retailer H&T Group.
Timestamps:
00:47 Market Overview and Profit Warnings
01:43 Nvidia's Impressive Growth
03:54 Concerns About AI and Market Focus
06:52 Warren Buffett and Berkshire Hathaway's Success
15:19 Lessons for Companies and Investors
15:31 Small Cap News: Profit Warnings and Challenges
15:34 Focusrite: Struggles and Potential
19:54 Aquis Exchange: A Personal Favourite
22:25 Naked Wines: A Tough Business Model
25:14 H&T Group: A Strong Performer
28:22 Wrapping Up: A Diverse Range of Companies
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.
Links & Resources:
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
Visit Investor’s Champion website here: https://www.investorschampion.com/
Follow Investor’s Champion on X here: https://twitter.com/investchampion
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
In this episode of the Investors Champion Podcast, hosts Chris and Lee kick off with personal chit-chat about Olympics before diving deep into recent market turmoil, notably analysing the severe crash in Japan's Nikkei index. The conversation transitions into Warren Buffett's significant Apple stock sell-off, the correlation between cryptocurrencies and traditional markets, as well as the impact of Google's recent antitrust case.
They discuss the UK's housing market's unexpected rise in house prices and the prospective merger between major house builders Barratt and Redrow. Further, they highlight promising stocks in the UK market, including Property Franchise Group and Michelmersh Brick Holdings. The episode wraps up with a discussion on the prevalence of share buybacks and the introduction of the AIM for Income portfolios, spotlighting high-yield opportunities. Chris advises caution and strategic thinking during volatile times, emphasizing the importance of investing in resilient companies.
Timestamps:
00:25 Casual Chat: Olympics and Personal Interests
01:27 Market Insights: Recent Mini Crash
02:32 Impact on Technology Stocks and Crypto
07:44 Berkshire Hathaway's Moves and Cash Position
09:58 Google's Antitrust Case and Its Implications
13:01 Hargreaves Lansdown Takeover
16:01 Jarvis Securities and Its Business Model
16:25 Challenges Faced by Jarvis
17:47 Impact of Skilled Person Review on Jarvis
19:33 Positive News in the UK Housing Sector
20:49 Property Franchise Group and Its Growth
22:52 Bonkers Bargains: Michelmersh Brick Holdings.
23:57 Discussion on Share Buybacks
31:09 Performance of the AIM for Income Portfolio
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.
Links & Resources:
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
Visit Investor’s Champion website here: https://www.investorschampion.com/
Follow Investor’s Champion on X here: https://twitter.com/investchampion
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
The podcast currently has 39 episodes available.
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