In this episode we discuss Ibstock, Just Eat Takeaway, Greggs, Dominos, Quilter & StoneCo.

There is also a book review of Fooled by Randomness by Nassim Nicholas Taleb at the end. We also take a listener question on what platforms and research tools to use for investing. 

$ibst $jet $grg $dom $qlt $stne

In this episode we discuss London Stock Exchange Group, Rentokil Initial, Rathbone Brothers, Schroders, Prudential, M&G, & Mercado Libre.

$lseg $rto $rat $sdrc $pru $mng $meli

In this episode Sam interviews the transatlantic growth investor Flosser (Twitter - @FlosserInvest).

Flosser has been investing in individual stocks for over a decade and has over 30 doubles, 8 ten baggers, and an 85 bagger.

Sam and Flosser go over a range of topics including allocation, position sizes, valuations in the UK vs US, resources, and plenty of others. Sam and Flosser also go into Flosser's own portfolio in detail and discuss a number of Flosser's stocks including Tesla, Unilever, Peloton, Lemonade, Jumia and numerous others.

In this episode we discuss Reckitt Benckiser, Intercontinental Hotels Group, Rightmove, BAE Systems, Centrica & Etsy.

$rb $ihg $rmv $ba $cna $etsy

In this episode we discuss Segro, British American Tobacco, Primary Health Properties, Moneysupermarket, Nestle & Wix. We also take a listener question on hedging foreign exchange risk. 

$sgro $bat $php $mony $nesn $wix

In this episode we discuss Redrow, Dunelm, Ocado, Coca Cola HBC, Heineken & Disney.

$ocdo $dnlm $rdrw $cch $heia $dis

In this episode we discuss Hargreaves Lansdown, Unilever, Renishaw, Royal Dutch Shell, BP & Pinterest.

$hl. $ulvr $rsw $rdsa $bp $pins

In this episode we discuss Diageo, Fevertree, Rank Group, PZ Cuzzons & McDonald's. There is also a book review of The Great Crash 1929 by John Kenneth Galbraith at the end.

$dge $fevr $rnk $pzc $mcd

In this episode we discuss IG Group, CMC Markets, Experian, BHP Group, Rio Tinto & Netflix.

We also take a listener question on when to sell and holding cash in your portfolio.

$igg $cmcx $expn $bhp $rio $nflx