In this episode we discuss Ibstock, Ted Baker, Saga, Keyword Studios, AG Barr & Lululemon.

$ibst $ted $saga $kws $bag $lulu

In this episode we discuss Next, Dominos, Inditex, Greggs, DS Smith & Buzzfeed.

$nxt $dom $itx $grg $smds $bzfd

In this episode we discuss Fevertree, Trainline, Kingfisher, Schroders, Ocado & Bumble.

$fevr $trn $kgf $sdr $ocdo $bmbl

In this episode we discuss Persimmon, ITV, Taylor Wimpey, Hargreaves Lansdown, Entain & Duolingo.

$psn $itv $tw $hl. $ent $duol

Andrew Wagner is a writer, a researcher, an analyst, and a passionate advocate for economics education. He is the author of “The Economics of Online Gaming: A Player’s Introduction to Economic Thinking”, a book about using an online game to better understand economic ideas that apply to the real world.

He is also the founder and Chief Investment Officer of Wagner Road Capital Management, a Minnesota-based registered investment adviser. Through his firm, he provides investment consulting services to professional fund managers and manages investment portfolios that identify and invest in high quality companies. His professional experience covers consulting projects in a wide range of investment strategies, asset classes, and industries, and his ghost-written research has appeared in national and regional publications. Andrew received a master’s degree in Economics from Kansas State University, where his research paper was “The Economic Consequences of Network Neutrality Regulation.

In this episode we discuss Rightmove, Reckitt Benckiser, Centrica, moneysupermarket, Aston Martin & Etsy.

$rmv $rkt $cna $mony $aml $etsy

In this episode we discuss British American Tobacco, Dunelm, Unilever, Barratt Developments, Redrow & Disney.

$bat $dnlm $ulvr $bdev $rdw $dis

In this episode Sam interviews Paul Ahdal (Twitter - @PaulAhdal). Paul is a private investor who is aiming to become financially independent by the age of 50. In order to achieve this goal he looks to either buy quality companies at a reasonable price or buy companies that are attractive due to market over reactions, and use funds, trusts and ETFs for international and sector diversification. In doing this Paul is guided by his golden rules of valuation and patience.

In this episode we discuss Shell, Airtel Africa, BT, Novo-Nordisk, AG Barr & Meta.

There is also a book review of Irrational Exuberance by Robert Shiller at the end.

$shel $aaf $bt.a $nvd $bag $fb

In this episode we discuss J D Wetherspoons, Diageo, Britvic, Fevertree, Doc Martens & Microsoft.

$jdw $dge $bvic $fevr $docs $msft