In this episode we discuss Barratt Developments, M&S, Sainsburys, Morrisons & Next

We also discuss Berkshire Hathaway's AGMs and some of their key takeaways, and give details of an upcoming FinTwit conference for 2021.

$mks $mrw $bdev $nxt $sbry

In this episode we review our portfolios and thoughts on the year 2020, and our thoughts going into 2021. We also answer a listener question on how to find and value businesses. In addition there is a book review of The Psychology of Money by Morgan Housel at the end. 

In this episode we construct a £1,000,000 fantasy portfolio. We consider the allocation between commodities, index funds, and individual stocks, and then select the funds and stocks to be included. 

In this episode we discuss Purple Bricks, Watches of Switzerland, Inditex, and Ruffer's decision to allocate 2.5% of fund assets to Bitcoin. There is also a book review of A Random Walk Down Wall Street by Burton Malkiel at the end.

$purp $wosg $itx $btc

In this episode we discuss Ashtead, Ted Baker, Balfour Beattie, DS Smith & AirBnB.

$aht $ted $bby $smds $abnb

In this episode we discuss Aviva, Brewin Dolphin, Britvic, AO World & Dell.

$av $brw $bvic $ao $dell

In this episode we discuss Autotrader, AstraZenica, DS Smith, Ocado, Marks & Spencer, Sainsburys & Upwork.

$auto $mks $sbry $ocdo $azn $smds $upwk