In this episode we discuss Inditex, AJ Bell, Currys, Supreme, Frasers Group & Wix

$itx $ajb $cury $sup $fras $wix

In this episode we discuss DS Smith, Dr Martens, Pets at Home, Baltic Classifieds Group, Halfords & Etsy

$smds $docs $pets $bcg $hfd $etsy

Following the sad death of Charlie Munger, Sam and Jon have decided to re-release this episode from the archives. This episode was originally released on 10 June 2021.

In this episode Sam interviews Adam Mead (Twitter - @BRK_Student), author of The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.

Adam Mead is CEO and Chief Investment Officer of Mead Capital Management, LLC, a value-focused New Hampshire-based Registered Investment Advisor he founded in 2014. He’s also the founder of WatchlistInvesting.com, a monthly research newsletter focusing on quality companies.

Adam spent over a decade in banking in commercial credit and has been investing in public securities markets since 2004. He owned two small businesses (non-financial) during college and grew up in a family of small business owners.

In addition to managing assets for his clients at Mead Capital, Adam is on the board of three local non-profit organizations.

Adam has been covered by Business Insider and the Wall Street Journal.

In this episode we discuss British Land Co, Compass Group, Cranswick, Polar Capital, Britvic & Nvidia

$blnd $cpg $cwk $polr $bvic $nvda

In this episode we discuss Imperial Brand, Vodafone, Burberry, Hotel Chocolat, BAE Systems & PayPal

$imb $vod $brby $hotc $ba $pypl

In this episode we discuss Associated British Foods, Persimmon, Watches of Switzerland Group, Taylor Wimpey, AutoTrader & Disney

In this episode we discuss Barclays, Unilever, Lloyds, Reckitt Benckiser, NatWest & Coca-Cola

$barc $ulvr $lloy $rb $nwg $ko

In this episode we discuss OnTheMarket, LVMH, Relx, Nestle, Whitbread & PepsiCo

$otmp $mc $rel $nesn $wtb $pep

Due to holidays Sam and Jon are unable to record this week so are releasing an interview from the archives.

This episode was originally released on 29 December 2021.

In this episode Sam interviews John Kingham, author of The Defensive Value Investor. John invests in high quality UK dividend stocks and launched the dividend stocks newsletter in 2011 (https://www.ukdividendstocks.com/).

Before launching the investment newsletter in 2011, John worked as a software analyst in the insurance industry. John been investing in UK stocks since 1995 and in 2007, he set up UKValueInvestor.com and started publishing his investment research as a series of blog posts which eventually turned into the newsletter.

In 2012, Harriman House asked John to write a book about his approach to investing. In 2016 The Defensive Value Investor finally made it into bookstores all over the UK.

John has also written regularly for other publications, including Master Investor Magazine and The Property Chronicle.