The Investor Way
By The Investor Way
The Investor WayFeb 18, 2024
E182 - HL, Haleon, Mondi, Whitbread, Trainline & MasterCard
In this episode we discuss Hargreaves Lansdown, Haleon, Mondi, Whitbread, Trainline & MasterCard
$hl. $hln $mndi $wtb $trn $ma
E181 - Boohoo, Unilever, RELX, Nestle, ABF & PepsiCo
In this episode we discuss Boohoo, Unilever, RELX, Nestle, Associated British Foods & PepsiCo
$boo $ulvr $rel $nesn $abf $pep
E180 - easyJet, LVMH, Rentokil, ASOS, Dunelm & Netflix
In this episode we discuss easyJet, LVMH, Rentokil, ASOS, Dunelm & Netflix.
$ezj $mc $rto $asos $dnlm $nflx
E179 - Imperial Brands, Gamma, Tesco, Team17, Unite & Upwork
In this episode we discuss Imperial Brands, Gamma Communications, Tesco, Team17, Unite & Upwork.
$imb $gama $tsco $tm17 $utg $upwk
E178 - Fevertree, Playtech, AG Barr, Flutter Entertainment, Carnival & McCormick
In this episode we discuss Fevertree, Playtech, AG Barr, Flutter Entertainment, Carnival & McCormick
$fevr $ptec $bag $fltr $ccl $mck
Re-Release - E81 - Bill Cynecki Interview (Twitter - @Wild Bill32) - From $20k to $1.3m and back again
Due to schedulling difficulties this week we have re-released an old episode from the archives.
In this episode Sam interviews Bill Cynecki (Twitter - @Wild_Bill32)
After achieving returns of over 5,000% in 2020-21, Bill was a self-made millionaire before the age of 30, turning $20k into $1.3m. Bill then lost over 90% of this in 2021-22 and is now trying to make it back and help others along the way. Bill runs a very concentrated portfolio and uses leverage to try to maximise his returns.
Please note this is a very high risk strategy and although it is different from the usual strategies covered on the show we believe there is a lot to learn from Bill and this interview, his openness and honesty about his failures as well as his successes make this a very insightful and interesting interview.
E177 - Prudential, Direct Line, Next, Trust Pilot, Spoons & Guess
In this episode we discuss Prudential, Direct Line, Next, Trust Pilot, JD Wetherspoon & Guess.
$pru $dlg $nxt $trst $jdw $ges
E176 - Persimmon, Dominos, Vistry, Keywords Studios, Berkeley & Sea
In this episode we discuss Persimmon, Dominos, Vistry Group, Keywords Studios, Berkeley Group & Sea Limited
E175 - Greggs, ITV, Entain, Darktrace, DS Smith & Disney
In this episode we discuss Greggs, ITV, Entain, Darktrace, DS Smith & Disney
$grg $itv $ent $dark $smds $dis
E174 - PHP, Rightmove, Reckitt Benckiser, Tritax Big Box REIT, Haleon & Etsy
In this episode we discuss Primary Health Properties, Rightmove, Reckitt Benckiser, Tritax Big Box REIT, Haleon & Etsy
$php $rmv $rkt $bbox $hln $etsy
E173 - Coca-Cola HBC, BAE, HL, Nestle, IHG & Nvidia
In this episode we discuss Coca-Cola Hellenic Bottling Company, BAE Systems, Hargreaves Lansdown, Nestle, InterContinental Hotels Group & Nvidia
$cch $ba. $hl. $nesn $ihg $nvda
E172 - Dunelm, Segro, NatWest, Centrica, moneysupermarket & Coca-Cola
In this episode we discuss Dunelm, Segro, NatWest, Centrica, moneysupermarket & Coca-Cola
$dnlm $sgro $nwg $cna $mony $ko
E171 - BAT, Redrow, Unilever, Barratt Developments, PZ Cussons & Kraft Heinz
In this episode we discuss British American Tobacco, Redrow, Unilever, Barratt Developments, PZ Cussons & Kraft Heinz
$bats $rdw $ulvr $bdev $pzc $khc
E170 - Diageo, Airtel Africa, Novo Nordisk, GSK, AG Barr & PayPal
In this episode we discuss Diageo, Airtel Africa, Novo Nordisk, GSK, AG Barr & PayPal
$dge $aaf $novob $gsk $bag $pypl
E169 - Britvic, LVMH, Fevertree, ABF, Supreme & Netflix
In this episode we discuss Britvic, LVMH, Fevertree, Associated British Foods, Supreme & Netflix
E168 - Ibstock, Ocado, Currys, Safestore, AJ Bell & Visa
E167 - 2023 Year Review - part 2
E166 - Sainsburys, Whitbread, Tesco, Greggs, Taylor Wimpey & Nike
In this episode we discuss Sainsburys, Whitbread, Tesco, Greggs, Taylor Wimpey & Nike.
$sbry $wtb $tsco $grg $tw. $nke
E165 - 2023 Year Review - part 1
As we are still waiting for companies to start reporting results again after the Christmas break, Sam and Jon review the performance of their own portfolios for 2023, and also discuss some of the stocks on Jon's watchlist.
E164 - Fantasy Portfolio - Year 4
In this episode we review our £1m fantasy portfolio and its performance after 3 years.
Re-Release - E116 - Fantasy Portfolio - Year 3
As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2022, in this episode we review our £1m fantasy portfolio and its performance after 2 years.
Re-Release - E66 - Fantasy Portfolio - Year 2
As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2021, in this episode we review our £1m fantasy portfolio and its performance after 1 year.
Re-Release - E15 - Fantasy Portfolio - Year 1
As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2020, in this episode we construct our £1m fantasy portfolio for the first time.
E163 - Inditex, AJ Bell, Currys, Supreme, Frasers & Wix
In this episode we discuss Inditex, AJ Bell, Currys, Supreme, Frasers Group & Wix
$itx $ajb $cury $sup $fras $wix
E162 - DS Smith, Dr Martens, Pets at Home, Baltic Classifieds, Halfords & Etsy
In this episode we discuss DS Smith, Dr Martens, Pets at Home, Baltic Classifieds Group, Halfords & Etsy
$smds $docs $pets $bcg $hfd $etsy
Re-Release - E39 - Interview with Adam Mead (Twitter - @BRK_Student)
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.
E161 - British Land Co, Compass Group, Cranswick, Polar Capital, Britvic & Nvidia
In this episode we discuss British Land Co, Compass Group, Cranswick, Polar Capital, Britvic & Nvidia
$blnd $cpg $cwk $polr $bvic $nvda
E160 - Imperial Brand, Vodafone, Burberry, Hotel Chocolat, BAE Systems & PayPal
In this episode we discuss Imperial Brand, Vodafone, Burberry, Hotel Chocolat, BAE Systems & PayPal
$imb $vod $brby $hotc $ba $pypl
E159 - ABF, Persimmon, Watches of Switzerland, Taylor Wimpey, AutoTrader & Disney
E158 - Aston Martin, AB-InBev, Sainsburys, Haleon, Airtel Africa & McDonald's
E157 - Barclays, Unilever, Lloyds, Reckitt Benckiser, NatWest & Coca-Cola
In this episode we discuss Barclays, Unilever, Lloyds, Reckitt Benckiser, NatWest & Coca-Cola
$barc $ulvr $lloy $rb $nwg $ko
E156 - OnTheMarket, LVMH, Relx, Nestle, Whitbread & PepsiCo
In this episode we discuss OnTheMarket, LVMH, Relx, Nestle, Whitbread & PepsiCo
$otmp $mc $rel $nesn $wtb $pep
Re-Release - E67 - Interview with John Kingham (Twitter - @UKValueInvestor)
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.
E155 - Tesco, Greggs, Imperial Brands, Spoons, Boohoo & Nike
In this episode we discuss Tesco, Greggs, Imperial Brands, J D Wetherspoon, Boohoo & Nike
$tsco $grg $imb $jdw $boo $nke
E154 - ASOS, Ocado, AG Barr, HL, PZ Cussons & Wix
In this episode we discuss ASOS, Ocado, AG Barr, Hargreaves Lansdown, PZ Cussons & Wix
$asos $ocdo $agb $hl. $pzc $wix
E153 - Next, Dunelm, TUI, JD Sports Fashion, M&G & Fiverr
E152 - Redrow, Fevertree, Barratt, Capital, DS Smith & Upwork
E151 - Flying Finance Interview Part 2 (Twitter - @FlyingFinance)
In this episode Sam interviews pilot and investor Andy (Twitter - @FlyingFinance), Andy studied Business and Management at university, followed by a Quantity Surveying postgraduate. Upon graduation Andy worked for 10 years in construction and renewable energy. Nine years ago Andy retrained as an airline pilot and has been working in aviation ever since.
Andy invests mostly in value and GARP stocks. Andy also hold a lot of REITs and asset backed investment trusts for the downside protection, as well as low cost ETFs for thematic exposure and diversification.
In part 2 of this interview Sam discusses Andy's portfolio and some of the stocks in it.
E150 - Pru, Grafton Group, Bunzl, Brickability, Hays & Etsy
In this episode we discuss Prudential, Grafton Group, Bunzl, Brickability Group, Hays & Etsy
$pru $gtfu $bnzl $brck $has $etsy
E149 - IHG, BHP, Mattioli Woods, Admiral, LSE & Nvidia
In this episode we discuss Intercontinental Hotels Group, BHP, Mattioli Woods, Admiral, London Stock Exchange Group & Nvidia
$ihg $bhp $mtw $adm $lseg $ndva
E148 - Flying Finance Interview Part 1 (Twitter - @FlyingFinance)
In this episode Sam interviews pilot and investor Andy (Twitter - @FlyingFinance), Andy studied Business and Management at university, followed by a Quantity Surveying postgraduate. Upon graduation Andy worked for 10 years in construction and renewable energy. Nine years ago Andy retrained as an airline pilot and has been working in aviation ever since. Andy invests mostly in value and GARP stocks. Andy also hold a lot of REITs and asset backed investment trusts for the downside protection, as well as low cost ETFs for thematic exposure and diversification.
In part 1 of this interview Sam discusses Andy's investing philosophy.
E147 - Ibstock, Entain, McBride, TUI, Coca-Cola HBC & Disney
In this episode we discuss Ibstock, Entain, McBride, TUI, Coca-Cola HBC & Disney
$ibst $ent $mcb $tui $cch $dis
E146 - Diageo, Dominos, Heineken, Greggs, ABInbev & PayPal
In this episode we discuss Diageo, Dominos, Heineken, Greggs, ABInbev & PayPal
$dge $dom $heiny $grg $abi $pypl
E145 - Reckitt Benckiser, Airtel Africa, Unilever, Games Workshop, Centrica & Visa
In this episode we discuss Reckitt Benckiser, Airtel Africa, Unilever, Games Workshop, Centrica & Visa
$rkt $aaf $ulvr $gaw $cna $v
E144 - Ocado, Howden Joinery, Boku, AJ Bell, Volvo AB & Netflix
In this episode we discuss Ocado, Howden Joinery, Boku, AJ Bell, Volvo AB & Netflix
$ocdo $hwdn $boku $ajb $volv $nflx
E143 - Hargreaves Lansdown, Barratt Developments, Carnival, Burberry, JD Wetherspoon & PepsiCo
In this episode we discuss Hargreaves Lansdown, Barratt Developments, Carnival, Burberry, JD Wetherspoon & PepsiCo
$hl. $bdev $ccl $brby $jdw $pep
E142 - Sainsburys, Redde Northgate, Currys, Supreme, Bellway & Meta
In this episode we discuss Sainsburys, Redde Northgate, Currys, Supreme, Bellway & Meta
$sbry $redd $cury $sup $bwy $meta
E141 - ABF, Halma, PZ Cussons, Baltic Classifieds, Moonpig & Blackberry
E140 - DS Smith, Halfords, BAT, Wizz Air, Inditex & Etsy
In this episode we discuss DS Smith, Halfords, BAT, Wizz Air, Inditex & Etsy
$smds $hfd $bat $wizz $itx $etsy
Re-Release - E25 - Interview with Flosser Invest (Twitter - @FlosserInvest)
Sam and Jon are on holiday this week so have released this episode from the archives. This episode was originally released on 7 March 2021.
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.