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► Timestamps:

0:00 INTRO & OUR WEEKS

2:48 NIALL INTRO

11:58 NIALLS FAVE SUBSTACKS 

16:37 INVESTING STYLE 

23:17 WHEN DOES VALUATION TRUMP UNDERSTANDING

28:31 PORTFOLIO & CYCLES 

43:47 SAINSBURY & UK HOUSEBUILDERS 

56:26 ANGLO AMERICAN 

1:03:07 DEERE

1:15:24 QUICKFIRE ROUND

► Show Notes:

Who’s living in denial? Find out on this week’s PlayingFTSE Show!

We have an interview lined up for this week – it’s Niall from the ShowMeTheValue Substack. He also posts on Trading212 as ‘Anathema’ so check him out over there!

In an hour and a half, we covered a lot. This included what the best Substacks are (besides ours), a breakdown of Niall’s portfolio, and what’s wrong with Berkshire Hathaway.

The time flew by for us and hopefully it will for you, too. Be sure to check out Niall’s Substack at http://www.showmethevalue.substack.com

Only on this week’s PlayingFTSE Podcast!

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► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.