Dear listener,

every podcast thus far has followed an article. So today we shall begin with the Podcast. The article shall follow later. Dear listeners will get priority over dear readers for a first time!

The article covers my view on the China Growth Trust ticker BGCG and its Top 10 holdings. I am not connected in any way with Baillie Gifford, nor do I receive any remuneration for promoting this or any other idea. I may hold this stock, so may be “talking my own book”.

Regards

The Oak Bloke.

Disclaimers:

This is not advice - you make your own investment decisions.

Micro cap and Nano cap holdings including those held in a Trust might have a higher risk and higher volatility than companies that are traditionally defined as “blue chip”

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theoakbloke.substack.com

Dear Listener,

Recorded this evening, I cover AVAP but add some colour to my thoughts on AVAP and the article.

Enjoy.

Regards

The Oak Bloke

Disclaimers:

This is not advice - you make your own investment decisions.

Micro cap and Nano cap holdings might have a higher risk and higher volatility than companies that are traditionally defined as “blue chip”

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theoakbloke.substack.com

Dear Listener,

Recorded this morning at 8am, I cover today’s “Fun Run” update article but add some colour to my thoughts and the stocks covered therein.

Enjoy.

Regards

The Oak Bloke

Disclaimers:

This is not advice - you make your own investment decisions.

Micro cap and Nano cap holdings might have a higher risk and higher volatility than companies that are traditionally defined as “blue chip”

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theoakbloke.substack.com

Contents:

LUCE - Luceco

SQZ - Serica

CAML - Central Asian

DEC - Diversified

IDHC - Integrated Diagnostic

ECOB - Eco Buildings

Commodities

Feedback

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theoakbloke.substack.com

Dear reader,

I recorded my first podcast! It is based on the below article. I would be interested to know your thoughts on whether the medium is useful. I might look at getting it published to iTunes or something like that too.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theoakbloke.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theoakbloke.substack.com