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The Investor Way

The Investor Way

By The Investor Way
The Investor Way is a weekly investing podcast focused on UK stocks and shares.
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E84 - Luke Hallard Interview (Twitter - @7LukeHallard)

The Investor Way

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E91 - DS Smith, Ashtead, Experian, Berkely Group, Inditex & Adobe
In this episode we discuss DS Smith, Ashtead, Experian, Berkely Group, Inditex & Adobe. $smds $aht $expn $bhk $idtx $adbe
45:14
June 26, 2022
E90 - British American Tobacco, Boohoo, Tesco, Tate & Lyle, Halfords & Upwork
In this episode we discuss British American Tobacco, Boohoo, Tate & Lyle, Halfords & Upwork $bat $boo $tsco $tate $hfd $upwk
42:15
June 19, 2022
E89 - AutoTrader, Pets at Home, B&M, AJ Bell, M&S & Zoom
In this episode we discuss AutoTrader, Pets at Home, B&M, AJ Bell, M&S & Zoom. $auto $pets $bme $ajb $mks $zm
49:05
June 12, 2022
E88 - Imperial Brands, Britvic, Royal Mail, Burberry, National Grid, Fiverr & Just Eat Takeaway
In this episode we discuss Imperial Brands, Britvic, Royal Mail, Burberry, National Grid, Fiverr & Just Eat Takeaway $imb $bvic $rmg $brby $ng $fvrr $jet
48:32
June 02, 2022
E87 - Luke Hallard Interview Part 2 (Twitter - @7LukeHallard)
In this episode Luke Hallard (Twitter - @7LukeHallard) returns for the second part of his interview to discuss his own portfolio. The companies discussed include Shopify, Tesla, Fiverr, AirBnB, Google, Amazon & Crowdstrike. $shop $tsla $fvrr $abnb $googl $amzn $crwd
01:30:40
May 25, 2022
E86 - Airtel Africa, Boohoo, Deutsche Post, Shell, Sage & Disney
In this episode we discuss E86 - Airtel Africa, Boohoo, Deutsche Post, Shell, Sage & Disney $aaf $boo $dpw $shel $sge $dis
48:00
May 19, 2022
E85 - ABF, Whitbread, Unilever, Sainsburys, Reckitt Benckiser & Apple
In this episode we discuss Associated British Foods, Whitbread, Unilever, Sainsburys, Reckitt Benckiser & Apple $abf $wtb $ulvr $sbry $rkt $appl
38:28
May 09, 2022
E84 - Luke Hallard Interview (Twitter - @7LukeHallard)
Luke Hallard (Twitter - @7LukeHallard) is a lead advisor for 7investing. He primarily invests in technology and innovation, with a current bias towards health-tech and companies enabling the ‘work from anywhere’ economy. Luke invests in US equities, but he also has a handful of angel investments, with two successful exits to date. Although Luke’s portfolio spans many industries, a key factor his personal investments have in common is that they all seek to make the world a better, less complex place. Luke invests with his head, but his heart occasionally exercises the power of veto. Luke and Simon first met when Simon guested on the Telescope Investing podcast. Simon immediately recognised the close affinity between 7investing and the long-term growth investing strategy that Luke has successfully employed through the last eighteen years, delivering a market-beating compound growth rate in his personal portfolio of over 26% annually. Prior to joining 7investing, Luke spent 25 years as a Programme Director leading organisational change at HSBC Bank. His knowledge of conduct, financial crime risk, data privacy, sanctions screening, anti-money laundering, and payments transparency is happily fading into a hazy memory of bureaucracy and complexity. Luke holds trustee and grant panel roles with multiple UK charities in the social welfare sector. He’s married to Katrina, and they live in London with their Siberian cat, Sushi. Luke has a passion for health and physical fitness. He’s completed the London Marathon, and is currently training for a 4x4x48 challenge, running four miles every four hours for 48 hours. He dedicates his winters to skiing and snowboarding, and in a final bid to successfully land a back-flip on a board he recently attended trampoline classes. Luke is a motorcycling enthusiast and regularly tours Europe by bike, although his favourite stretches of roads are in Japan. He’s embarrassingly slow on the racetrack despite living fifteen minutes from an internationally renowned motor racing circuit, and spent his younger years volunteering as an observer with the Institute of Advanced Motorcyclists.
01:37:46
April 30, 2022
E83 - Sachin Govind interview (Twitter & IG @Sachin_Govind)
Sachin is a pharmacist who has recently become a property investor and is looking to move into development.  In this episode we take a deep dive into:  His background   Why he got into property investing   The highs and lows of property  What he has learnt so far And much more.
01:06:21
April 25, 2022
E82 - Tesco, easyJet, ASOS, Oxford Biomedica, Nestle & Netflix
In this episode we discuss Tesco, easyJet, ASOS, Oxford Biomedica, Nestle & Netflix. $tsco $ezj $asos $oxb $nesn $nflx
50:22
April 23, 2022
E81 - Bill Cynecki Interview (Twitter - @Wild_Bill32) - From $20k to $1.3m and back again
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.
01:24:01
April 10, 2022
E80 - Ibstock, Ted Baker, Saga, Keyword Studios, AG Barr & Lululemon
In this episode we discuss Ibstock, Ted Baker, Saga, Keyword Studios, AG Barr & Lululemon. $ibst $ted $saga $kws $bag $lulu
37:37
April 03, 2022
E79 - Next, Dominos, Inditex, Greggs, DS Smith & Buzzfeed
In this episode we discuss Next, Dominos, Inditex, Greggs, DS Smith & Buzzfeed. $nxt $dom $itx $grg $smds $bzfd
41:34
March 31, 2022
E78 - Fevertree, Trainline, Kingfisher, Schroders, Ocado & Bumble
In this episode we discuss Fevertree, Trainline, Kingfisher, Schroders, Ocado & Bumble. $fevr $trn $kgf $sdr $ocdo $bmbl
47:10
March 22, 2022
E77 - Persimmon, ITV, Taylor Wimpey, Hargreaves Lansdown, Entain & Duolingo
In this episode we discuss Persimmon, ITV, Taylor Wimpey, Hargreaves Lansdown, Entain & Duolingo. $psn $itv $tw $hl. $ent $duol
47:42
March 13, 2022
E76 - Andrew Wagner Interview
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.
01:01:07
March 06, 2022
E75 - Rightmove, Reckitt Benckiser, Centrica, moneysupermarket, Aston Martin & Etsy
In this episode we discuss Rightmove, Reckitt Benckiser, Centrica, moneysupermarket, Aston Martin & Etsy. $rmv $rkt $cna $mony $aml $etsy
46:49
February 27, 2022
E74 - BAT, Dunelm, Unilever, Barratt, Redrow & Disney
In this episode we discuss British American Tobacco, Dunelm, Unilever, Barratt Developments, Redrow & Disney. $bat $dnlm $ulvr $bdev $rdw $dis
43:32
February 20, 2022
E73 - Paul Ahdal Interview (Twitter - @PaulAhdal)
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.
01:50:36
February 13, 2022
E72 - Shell, Airtel Africa, BT, Novo-Nordisk, AG Barr, Meta & Irrational Exuberance
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
43:18
February 06, 2022
E71 - Spoons, Diageo, Britvic, Fevertree, Doc Martens & Microsoft
In this episode we discuss J D Wetherspoons, Diageo, Britvic, Fevertree, Doc Martens & Microsoft. $jdw $dge $bvic $fevr $docs $msft
42:41
January 27, 2022
E70 - Rio Tinto, Ibstock, BHP, Burberry, ABF & Netflix
In this episode we discuss Rio Tinto, Ibstock, BHP, Burberry, Associated British Foods & Netflix. There is also a book review of Going Down Tobacco Road by Gene Hoots at the end.  $rio $ibst $bhp $brby $abf $nflx
38:11
January 23, 2022
E69 - Tesco, Whitbread, Sainsburys, ASOS, Unilever & Activision Blizzard
In this episode we discuss Tesco, Whitbread, Sainsburys, ASOS, Unilever & Activision Blizzard. $tsco $wtb $sbry $asos $ulvr $atvi
32:52
January 20, 2022
E68 - Next, Boohoo, Inditex, Ocado, Currys & Peloton
In this episode we discuss Next, Boohoo, Inditex, Ocado, Currys & Peloton. $nxt $boo $itx $cury $ocdo $pton
38:22
January 10, 2022
E67 - Interview with John Kingham (Twitter - @UKValueInvestor
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.
01:58:24
December 29, 2021
E66 - Fantasy Portfolio Update
In this episode we review our fantasy portfolio and see how it has done over the last 12 months and compared to the world index. We also discuss which stocks we would like to sell or add to the portfolo. For last year's fantasy portfolio episode please see episode 15. 
01:04:28
December 21, 2021
E65 - easyJet, DS Smith, AJ Bell, Future, BAT & Snowflake
In this episode we discuss easyJet, DS Smith, AJ Bell, Future, British American Tobacco & Snowflake. $ezj $smds $ajb $futr $bat $snow
47:19
December 12, 2021
E64 - Twenties Trader Part 2 (Twitter - @qualitycompound)
In this episode the Twenties Trader returns to discuss his portfolio with Sam and the family portfolio he manages. The companies discussed include Games Workshop, Fevertree, Boohoo, Gamma Communications, Team 17, JD Sports, Adidas, Peloton, Unilever, Diageo, LSE & Darktrace.
01:51:23
December 03, 2021
E63 - Britvic, ABF, Homeserve, Imperial Brands, Brewin Dolphin & Nvidia
In this episode we discuss Britvic, Associated British Foods, Homeserve, Imperial Brands, Brewin Dolphin & Nvidia $bvic $abf $hsv $imb $brw $nvda
44:07
November 30, 2021
E62 - Twenties Trader Interview (Twitter - @qualitycompound)
The Twenties Trader is a stock market enthusiast, investing in companies in the UK, Europe and the US. The Twenties Trader runs an investment research service, www.thetwentiestrader.com where readers can enjoy thoughtful analysis of companies across various sectors and geographies alongside the option to subscribe to his premium service with portfolio alerts and in-depth research. The Twenties Trader's mission is to share his journey in the stock market and shine a light on interesting opportunities to the benefit of his readers. Most importantly to provide a reliable and trusted platform for readers to access stock market insights. The Twenties Trader bought his first stock in 2013 and has built his portfolio gradually throughout years at university and continued to build his holdings during his working career (as a commercial manager in pharma). Now The Twenties Trader manages a personal portfolio and a larger portfolio on behalf of his family.
01:27:02
November 20, 2021
E61 - Burberry, AutoTrader, Ted Baker, M&S, B&M & Disney
In this episode we discuss Burberry, AutoTrader, Ted Baker, M&S, B&M & Disney. $brby $auto $ted $mks $bme $dis
33:06
November 15, 2021
E60 - Trainline, Sainsburys, GSK, Shell, BT & Apple
In this episode we discuss Trainline, Sainsburys, GlaxoSmithKline, Royal Dutch Shell, BT & Apple. $trn $sbry $gsk $rdsb $bt.a $aapl
44:14
November 07, 2021
E59 - Unilever, Airtel Africa, Nestle, Whitbread, Segro, Tesla & The Permanent Portfolio
In this episode we discuss Unilever, Airtel Africa, Nestle, Whitbread, Segro, & Tesla. There is also a book review of The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy by Craig Rowland at the end.  $ulvr $aaf $nesn $wtb $sgro $tsla
44:59
November 01, 2021
E58 - Interview with The Sloth Investor (Twitter - @sloth_investor)
The Sloth Investor is an advocate of a simple, inactive approach to investing. Growing up in a family of non-investors, Mr. Sloth's head was turned by the sage wisdom of investing luminaries such as Andrew Hallam (author of 'The Millionaire Teacher'), Morgan Housel, and, last but not least, his father-in-law. Consequently, Mr. Sloth's 5 bedrock principles represent a compound creation of all that he has read, listened to, and discussed concerning investing.
01:29:23
October 26, 2021
E57 - ASOS, Biffa, Entain, Hipgnosis, Barratt & Dominos (US)
In this episode we discuss ASOS, Biffa, Entain, Hipgnosis Songs Fund, Barratt Developments & Dominos (US). $asos $biff $song $bdev $dpz
38:13
October 17, 2021
E56 - Tesco, Moonpig, Imperial Brands, Volution, Inditex & Levi's
In this episode we discuss Tesco, Moonpig, Imperial Brands, Volution, Inditex & Levi's. $tsco $imb $itx $moon $fan $levi
38:01
October 12, 2021
E55 - Next, PZ Cussons, Boohoo, Kingfisher, Saga & McCormick
In this episode we discuss Next, PZ Cussons, Boohoo, Kingfisher, Saga & McCormick. $nxt $pzc $boo $kgf $saga $mkc
42:18
October 05, 2021
E54 - Keyword Studios, Team17, Fevertree, Restaurant Group, Redrow, Manchester United & The Warren Buffett Portfolio
In this episode we discuss Keyword Studios, Team17, Fevertree, Restaurant Group, Redrow & Manchester United. There is also a book review of the Warren Buffett Portfolio by Robert Hagstrom at the end. $rdw $tm17 $rtn $fevr $kws $manu
41:18
September 26, 2021
E53 - Interview with Invesquotes (Twitter - @Invesquotes)
In this episode Sam interviews Leandro, who is better known by his Twitter handle @Invesquotes. Leandro is 26 years old and was born and lives in Spain. He graduated in economics in 2017 and started working as a Business Consultant for a global consulting firm. He stills work in that role up to this day. His interest in investing started while he was in university where he started reading books about Warren Buffett and Peter Lynch. Even though he was interested in individual stock investing he followed Buffett’s advice for people who don’t work in the industry and started dollar cost averaging index ETFs. As he continued doing periodical allocations to these funds, he kept on reading and decided about a year ago that he wanted to give individual stock investing a try, and that’s what he did. He has gone from a low level of research while he was allocating capital to index funds, to a detailed research on any company he invests in. Seeing that he was researching companies thoroughly, he decided to start a newsletter to write down his thoughts and help others to get their due diligence process started. Writing everything down has improved hisprocess too. Several months after starting his twitter journey, Kris (@FromValue) asked me if I wanted to contribute to his service Potential Multibaggers.
52:38
September 19, 2021
E52 - DS Smith, Dunelm, Halfords, Gamma, Ted Baker & AcuityAds
In this episode we discuss DS Smith, Dunelm, Halfords, Gamma Communications, Ted Baker & AcuityAds. There is also a book review of Paths to Wealth through Common Stocks by Phil Fisher at the end.  $smds $dnlm $hfd $gama $ted $at
42:42
September 12, 2021
E51 - Barratt, Grafton, Berkeley, Coca-Cola European Pacific, Melrose & Docusign
In this episode we discuss Barratt Developments, Grafton Group, Berkeley Group, Coca-Cola European Pacific Partners, Melrose Industries & Docusign. $bdev $gtfu $bkg $ccep $mro $docu
36:13
September 06, 2021
E50 - Coca-Cola HBC, InterContinental Hotels, Hargreaves Lansdown, Prudential, M&G, Just Eat & Disney
In this episode we discuss Coca-Cola HBC, InterContinental Hotels Group, Hargreaves Lansdown, Prudential, M&G, Just Eat Takeaway & Disney. $cch $ihg $hl $pru $mng $jet $dis
51:32
August 31, 2021
E49 - Greggs, Taylor Wimpey, Dominos, Legal & General, Ibstock & Activision Blizzard
In this episode we discuss Greggs, Taylor Wimpey, Dominos, Legal & General, Ibstock & Activision Blizzard. $grg $tw $dom $lgen $ibst $atvi
36:01
August 22, 2021
E48 - Interview with ImagInvests (Twitter - @imaginvests)
ImagInvests is a retail investor who lives and works in London. He started investing in index funds in 2016 before starting his own active portfolio in 2020. His goal is to beat the market (S&P 500) over an initial 5 year period and have fun learning, connecting with like-minded people and growing along the way.
01:25:40
August 14, 2021
E47 - Diageo, Rathbones, Rightmove, Moneysupermarket, Airtel Africa, Beyond Meat & Investing for Growth.
In this episode we discuss Diageo, Rathbone Brothers, Rightmove, Moneysupermarket, Airtel Africa & Beyond Meat. There is also a book review of Investing for Growth by Terry Smith at the end.  $dge $rat $rmv $mony $aaf $bynd
46:18
August 07, 2021
E46 - BAT, Reckitt Benckiser, Unilever, Games Workshop, Shell, Alphabet & The Great Depression A Diary
In this episode we discuss British American Tobacco, Reckitt Benckiser, Unilever, Games Workshop, Royal Dutch Shell & Alphabet. There is also a book review of The Great Depression A Diary by Benjamin Roth at the end. $bat $rkb $ulvr $gaw $rdsa $goog
55:38
July 31, 2021
Episode 45 - SSE, BHP Group, Royal Mail, easyJet, Beazley & Coca-Cola
In this episode we discuss SSE, BHP Group, Royal Mail, easyJet, Beazley & Coca-Cola. $sse $bhp $rmg $ezj $bez $ko
42:60
July 24, 2021
Episode 44 - Barratt Developments, EMIS, Burberry, Tullow Oil, Just Eat & PepsiCo
In this episode we discuss Barratt Developments, EMIS Group, Burberry Group, Tullow Oil, Just Eat Takeaway.com & PepsiCo. $jet $bdev $emis $tlw $brby $pep
39:48
July 19, 2021
Episode 43 - Purple Bricks, Morrisons, Persimmon, PZ Cussons, Ocado & Coinbase
In this episode we discuss Purple Bricks, Morrisons, Persimmon, PZ Cussons, Ocado & Coinbase. $purp $psn $mrw $ocdo $pzc $coin
45:42
July 10, 2021
Episode 42 - Conor at Occasio Capital 2 (Twitter @InvestmentTalkk) - Kura Sushi US, Etsy, Match Group, Crowdstrike
In this episode Conor at Occasio Capital (better known by his Twitter handle @InvestmentTalkk) re-joins us to discuss Kura Sushi US, Etsy, Match Group & Crowdstrike.  He also takes a couple of more general questions from listeners too.  For Conor's free deep dive into Kura Sushi US see https://investmenttalk.substack.com/p/kaitensushi-kura-sushi-us-90d  For the article Conor referred to in relation to intangible assets see https://www.morganstanley.com/im/en-us/financial-advisor/insights/articles/the-impact-of-intangibles-on-base-rates.html  $etsy $crwd $krus $mtch
01:14:20
July 05, 2021
Episode 41 - Morrisons, Safestore, DS Smith, Berkeley Group, OnTheMarket & Nike
In this episode we discuss Morrisons, Safestore, DS Smith, Berkeley Group, OnTheMarket & Nike. $smds $bkg $mrw $otmp $safe $nke
50:21
June 27, 2021
Episode 40 - Halfords, Ashtead, Ted Baker, Auto Trader, BAT & Chewy
In this episode we discuss Halfords, Ashtead, Ted Baker, Auto Trader, British American Tobacco & Chewy. $hfd $aht $ted $auto $bat $chwy
53:26
June 19, 2021
Episode 39 - Interview with Adam Mead (Twitter - @BRK_Student)
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.
01:50:48
June 10, 2021
Episode 38 - Pennon, Johnson Matthey, B&M, Intertek, Bloomsbury Publishing & Fiverr
In this episode we discuss Pennon, Johnson Matthey, B&M, Intertek, Bloomsbury Publishing & Fiverr. $bmy $bme $jmat $pnn $itrk $fvrr
45:09
June 06, 2021
Episode 37 - Pershing Square, British Land Co, Luceco, Pets at Home, AJ Bell & Nvidia
In this episode we discuss Pershing Square, British Land Co, Luceco, Pets at Home, AJ Bell & Nvidia. $psh $blnd $luce $pets $ajb $nvda
45:18
May 31, 2021
Episode 36 - Royal Mail, Cranswick, Vodafone, Britvic, Future & Alibaba
In this episode we discuss Royal Mail, Cranswick, Vodafone, Britvic, Future & Alibaba. We also discuss the recent downturn in the cryptocurrency markets at the end. $bvic $vod $rmg $cwk $futr $baba
55:58
May 23, 2021
Episode 35 - Brewin Dolphin, BT, Compass Group, Burberry, Airtel Africa & Disney
In this episode we discuss Brewin Dolphin, BT, Compass Group, Burberry, Airtel Africa & Disney. $brw $bt $cpg $brby $aaf $dis
50:57
May 16, 2021
Episode 34 - Boohoo, Novo Nordisk, Deutsch Post, Trainline, A-B InBev & Peloton
In this episode we discuss Boohoo, Novo Nordisk, Deutsch Post, Trainline, Anheuser-Busch InBev & Peloton. $dpw $boo $abi $novo $trn $pton
46:44
May 09, 2021
Episode 33 - AstraZenica, GSK, Whitbread, Standard Chartered, IWG, Spotify & The Defensive Value Investor
In this episode we discuss AstraZenica, GlaxoSmithKline, Whitbread, Standard Chartered, IWG & Spotify. There is also a book review of The Defensive Value Investor by John Kingham at the end. $azn $gsk $wtb $stan $iwg $spot
51:30
May 03, 2021
Episode 32 - Tesco, ABF, JD Sports, Tobacco, Netflix & The Snowball
In this episode we discuss Tesco, Associated British Foods, JD Sports, British American Tobacco, Imperial Brands & Netflix.  There is also a book review of The Snowball by Alice Schroeder at the end. $tsco $abf $jd $bat $imb $nflx
48:38
April 25, 2021
Episode 31 - Interview with Investment Talk (Twitter - @InvestmentTalkk)
In this episode Sam interviews Conor at Occasio Capital, better known by his Twitter handle @investmenttalkk. Since Conor started investing he has delivered returns of 118% vs 41% for the S&P 500. In addition, Conor runs an investment newsletter with over 5,000 subscribers. Conor has a masters in economics and has previously worked as an analyst. Sam and Connor discuss a range of topics including allocation, diversification, position sizing and lots more. The stocks discussed include PayPal, Facebook, Twitter, Pinterest, Etsy, GoDaddy, and plenty of others.
02:52:09
April 18, 2021
Episode 30 - ASOS, Deliveroo, Spoons, Hotel Chocolat, Dechra & Kraft Heinz
In this episode we discuss ASOS, Deliveroo, J D Wetherspoon, Hotel Chocolat, Dechra Pharmaceuticals & Kraft Heinz. $asc $roo $hotc $jdw $dph $khc
01:00:30
April 12, 2021
Episode 29 - Morrisons, Team 17, Next, Howdens, AG Barr, Jumia
In this episode we discuss Morrisons, Team 17, Next, Howden Joinery Group, AG Barr & Jumia. $mrw $bag $nxt $hwdn $jmia $tm17
54:16
April 02, 2021
Episode 28 - Cineworld, Kingfisher, Fevertree, Gamma, Unite, Upwork & The Ascent of Money
In this episode we discuss Cineworld, Kingfisher, Fevertree, Gamma Communications, Unite Group, Upwork. There is also a book review of The Ascent of Money by Niall Ferguson at the end. Finally, we take a listener question on how to view your entire portfolio when it is spread across multiple accounts/platforms. $cine $kgf $fevr $gama $utg $upwk
01:06:52
March 27, 2021
Episode 27 - Ibstock, Just Eat, Greggs, Dominos, Quilter, StoneCo & Fooled by Randomness
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
01:18:44
March 19, 2021
Episode 26 - LSE, Rentokil, Rathbones, Schroders, Prudential, M&G, Mercado Libre
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
58:50
March 13, 2021
Episode 25 - Interview with Flosser Invest (Twitter - @FlosserInvest)
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.
01:48:18
March 07, 2021
Episode 24 - Reckitt, IHG, Rightmove, BAE Systems, Centrica & Etsy
In this episode we discuss Reckitt Benckiser, Intercontinental Hotels Group, Rightmove, BAE Systems, Centrica & Etsy. $rb $ihg $rmv $ba $cna $etsy
55:22
February 28, 2021
Episode 23 - Segro, British American Tobacco, Primary Health Properties, Moneysupermarket, Nestle & Wix
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
01:04:05
February 21, 2021
Episode 22 - Redrow, Dunelm, Ocado, Coca Cola HBC, Heineken & Disney
In this episode we discuss Redrow, Dunelm, Ocado, Coca Cola HBC, Heineken & Disney. $ocdo $dnlm $rdrw $cch $heia $dis
54:12
February 13, 2021
Episode 21 - Hargreaves Lansdown, Unilever, Renishaw, Shell, BP & Pinterest
In this episode we discuss Hargreaves Lansdown, Unilever, Renishaw, Royal Dutch Shell, BP & Pinterest. $hl. $ulvr $rsw $rdsa $bp $pins
47:52
February 08, 2021
Episode 20 - Diageo, Fevertree, Rank Group, PZ Cuzzons & McDonald's
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
49:04
January 31, 2021
Episode 19 - IG Group, CMC, Experian, BHP, Rio Tinto & Netflix
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
51:12
January 24, 2021
Episode 18 - Safestore, Tesco, Halfords, Persimmon & Facebook
In this episode we discuss Safestore, Tesco, Halfords, Persimmon & Facebook. $safe $tsco $hfd $psn $fb
38:16
January 16, 2021
Episode 17 - Barratt Developments, M&S, Sainsburys, Morrisons & Next
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
42:40
January 10, 2021
Episode 16 - 2020 Year Review, Finding and Valuing Companies & The Psychology of Money
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. 
52:29
January 03, 2021
Episode 15 - The Investor Way Fantasy Portfolio
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. 
01:03:21
December 28, 2020
Episode 14 - Purple Bricks, Watches of Switzerland, Inditex, Ruffer, Bitcoin & A Random Walk Down Wall Street
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
54:30
December 20, 2020
Episode 13 - Ashtead, Ted Baker, Balfour Beattie, DS Smith & AirBnB
In this episode we discuss Ashtead, Ted Baker, Balfour Beattie, DS Smith & AirBnB. $aht $ted $bby $smds $abnb
40:40
December 13, 2020
Episode 12 - Countryside, Future, Avon Rubber, Zuora & The Innovator's Dilemma
In this episode we discuss Countryside Properties, Future, Avon Rubber & Zuora. There is also a book review at the end of The Innovator's Dilemma by Clayton Christensen. $avon $futr $csp $zuo
40:16
December 06, 2020
Episode 11 - Aviva, Brewin Dolphin, Britvic, AO & Dell
In this episode we discuss Aviva, Brewin Dolphin, Britvic, AO World & Dell. $av $brw $bvic $ao $dell
38:59
November 30, 2020
Episode 10 - Homeserve, Imperial Brands, Big Yellow Group, easyJet & SE Ltd
In this episode we discuss Homeserve, Imperial Brands, Big Yellow Group, easyJet & SE Ltd. $hsv $imb $byg $ezj $se
40:41
November 21, 2020
Episode 9 - ITV, Burberry, Persimmon, Taylor Wimpey, Direct Line & Disney
In this episode we discuss ITV, Burberry, Persimmon, Taylor Wimpey, Direct Line & Disney.. We also discuss some of the more general movements in the markets this week following the announcement of Pfizer's vaccine. $itv $brby $tw $psn $dlg $dis
48:27
November 15, 2020
Episode 8 - Autotrader, AstraZenica, DS Smith, Upwork, Ocado, M&S & Sainsburys
In this episode we discuss Autotrader, AstraZenica, DS Smith, Ocado, Marks & Spencer, Sainsburys & Upwork. $auto $mks $sbry $ocdo $azn $smds $upwk
47:19
November 07, 2020
Episode 7 - Ibstock, Shell, Banks, Etsy & The Richest Man in Babylon
In this episode we discuss Ibstock, Royal Dutch Shell, Barclays, NatWest, Lloyds, Standard Chartered & Etsy. We also do a book review at the end of the Richest Man in Babylon. $ibst $rdsb $barc $nwg $lloy $stan $etsy
49:43
October 31, 2020
Episode 6 - JD Wetherspoon, Unilever, Reckitt Benckiser, Snap, moneysupermarket & AJ Bell
In this podcast we discuss Episode 6 - JD Wetherspoon, Unilever, Reckitt Benckiser, Snap, moneysupermarket & AJ Bell. $jdw $ulvr $rb $snap $mony $ajb
47:01
October 24, 2020
Episode 5 - ASOS, Tritax Big Box REIT, Rathbones & Disney
In this episode we discuss ASOS, Tritax Big Box REIT, Rathbones & Disney.
45:48
October 17, 2020
Episode 4 - Tesco, Imperial Brands, British Land Co, Square & The Ivy Portfolio
In this episode we discuss Tesco, Imperial Brands, British Land Co, and Square's decision to invest in Bitcoin. We also do a book review on The Ivy Portfolio and look at how the Harvard and Yale endowments have been able to outperform the markets with lower volatility, and how individual investors can do the same.
51:15
October 10, 2020
Episode 3 - Asda, Ocado, William Hill, Greggs & How to Own the World
In this episode we discuss Asda, Ocado, William Hill & Greggs. We also review Andrew Craig's book How to Own the World, particularly in relation to his comments on portfolio allocation, commodities, and Bitcoin.
56:04
October 04, 2020
Episode 2 - Pets at Home, AG Barr, Whitbread, Boohoo & Pennon
In this episode we discuss the general pullback in the UK market on Monday. We also talk about recent updates from Pets at Home, AG Barr, Whitbread, Boohoo, and Pennon.
42:54
September 26, 2020
Episode 1 - ABF, Redrow, Trainline & Fevertree
In this episode we discuss Associated British Foods, Redrow, Trainline, and Fevertree.
39:41
September 25, 2020
Episode 0 - Introduction
In this episode we introduce ourselves, our styles of investing, and discuss Peloton, Games Workshop, Tesla, and Rightmove.
47:19
September 25, 2020