Skip to main content
The Investor Way

The Investor Way

By The Investor Way

The Investor Way is a weekly investing podcast focused on UK stocks and shares.
Available on
Google Podcasts Logo
Overcast Logo
Pocket Casts Logo
RadioPublic Logo
Spotify Logo
Currently playing episode

E88 - Imperial Brands, Britvic, Royal Mail, Burberry, National Grid, Fiverr & Just Eat Takeaway

The Investor WayJun 02, 2022

00:00
48:32
E177 - Prudential, Direct Line, Next, Trust Pilot, Spoons & Guess

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

Mar 25, 202431:08
E176 - Persimmon, Dominos, Vistry, Keywords Studios, Berkeley & Sea

E176 - Persimmon, Dominos, Vistry, Keywords Studios, Berkeley & Sea

In this episode we discuss Persimmon, Dominos, Vistry Group, Keywords Studios, Berkeley Group & Sea Limited

Mar 18, 202441:21
E175 - Greggs, ITV, Entain, Darktrace, DS Smith & Disney

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

Mar 14, 202432:52
E174 - PHP, Rightmove, Reckitt Benckiser, Tritax Big Box REIT, Haleon & Etsy

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

Mar 09, 202435:40
E173 - Coca-Cola HBC, BAE, HL, Nestle, IHG & Nvidia

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

Mar 02, 202444:52
E172 - Dunelm, Segro, NatWest, Centrica, moneysupermarket & Coca-Cola

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

Feb 22, 202438:05
E171 - BAT, Redrow, Unilever, Barratt Developments, PZ Cussons & Kraft Heinz

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

Feb 18, 202444:49
E170 - Diageo, Airtel Africa, Novo Nordisk, GSK, AG Barr & PayPal

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

Feb 12, 202443:51
E169 - Britvic, LVMH, Fevertree, ABF, Supreme & Netflix

E169 - Britvic, LVMH, Fevertree, ABF, Supreme & Netflix

In this episode we discuss Britvic, LVMH, Fevertree, Associated British Foods, Supreme & Netflix

Feb 03, 202442:24
E168 - Ibstock, Ocado, Currys, Safestore, AJ Bell & Visa

E168 - Ibstock, Ocado, Currys, Safestore, AJ Bell & Visa

In this episode we discuss Ibstock, Ocado, Currys, Safestore, AJ Bell & Visa $ibst $ocdo $cury $safe $ajb $v
Jan 28, 202436:16
E167 - 2023 Year Review - part 2

E167 - 2023 Year Review - part 2

Part 2 of Sam and Jon's 2023 year review. In this episode Sam and Jon discuss some of the stocks on Sam's watchlist, views on current valuations of the stock and property markets, the drop in the capital gains tax annual exemption, and potential impacts a change in government could have.
Jan 20, 202439:47
E166 - Sainsburys, Whitbread, Tesco, Greggs, Taylor Wimpey & Nike

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

Jan 13, 202440:40
E165 - 2023 Year Review - part 1

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.

Jan 07, 202439:19
E164 - Fantasy Portfolio - Year 4

E164 - Fantasy Portfolio - Year 4

In this episode we review our £1m fantasy portfolio and its performance after 3 years.

Dec 30, 202349:48
Re-Release - E116 - Fantasy Portfolio - Year 3

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.

Dec 27, 202349:07
Re-Release - E66 - Fantasy Portfolio - Year 2

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.

Dec 26, 202301:04:28
Re-Release - E15 - Fantasy Portfolio - Year 1

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.

Dec 25, 202301:03:21
E163 - Inditex, AJ Bell, Currys, Supreme, Frasers & Wix

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

Dec 20, 202341:08
E162 - DS Smith, Dr Martens, Pets at Home, Baltic Classifieds, Halfords & Etsy

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

Dec 11, 202336:11
Re-Release - E39 - Interview with Adam Mead (Twitter - @BRK_Student)

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.

Dec 07, 202301:50:48
E161 - British Land Co, Compass Group, Cranswick, Polar Capital, Britvic & Nvidia

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

Nov 28, 202341:55
E160 - Imperial Brand, Vodafone, Burberry, Hotel Chocolat, BAE Systems & PayPal

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

Nov 23, 202336:57
E159 - ABF, Persimmon, Watches of Switzerland, Taylor Wimpey, AutoTrader & Disney
Nov 14, 202337:32
E158 - Aston Martin, AB-InBev, Sainsburys, Haleon, Airtel Africa & McDonald's

E158 - Aston Martin, AB-InBev, Sainsburys, Haleon, Airtel Africa & McDonald's

In this episode we discuss Aston Martin Lagonda, AB-InBev, Sainsburys, Haleon, Airtel Africa & McDonald's $aml $abi $sbry $hln $aaf $mcd
Nov 07, 202332:14
E157 - Barclays, Unilever, Lloyds, Reckitt Benckiser, NatWest & Coca-Cola

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

Oct 30, 202332:49
E156 - OnTheMarket, LVMH, Relx, Nestle, Whitbread & PepsiCo

E156 - OnTheMarket, LVMH, Relx, Nestle, Whitbread & PepsiCo

In this episode we discuss OnTheMarket, LVMH, Relx, Nestle, Whitbread & PepsiCo

$otmp $mc $rel $nesn $wtb $pep

Oct 28, 202339:34
Re-Release - E67 - Interview with John Kingham (Twitter - @UKValueInvestor)

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.

Oct 20, 202301:58:24
E155 - Tesco, Greggs, Imperial Brands, Spoons, Boohoo & Nike

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

Oct 15, 202351:30
E154 - ASOS, Ocado, AG Barr, HL, PZ Cussons & Wix

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

Oct 02, 202342:18
E153 - Next, Dunelm, TUI, JD Sports Fashion, M&G & Fiverr
Sep 25, 202345:53
E152 - Redrow, Fevertree, Barratt, Capital, DS Smith & Upwork

E152 - Redrow, Fevertree, Barratt, Capital, DS Smith & Upwork

In this episode we discuss Redrow, Fevertree, Barratt Developments, Capital Limited, DS Smith & Upwork $rdw $fevr $bdev $capd $smds $upwk
Sep 19, 202343:27
E151 - Flying Finance Interview Part 2 (Twitter - @FlyingFinance)

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.

Sep 11, 202353:25
E150 - Pru, Grafton Group, Bunzl, Brickability, Hays & Etsy

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

Sep 04, 202346:57
E149 - IHG, BHP, Mattioli Woods, Admiral, LSE & Nvidia

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

Aug 31, 202340:31
E148 - Flying Finance Interview Part 1 (Twitter - @FlyingFinance)

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.

Aug 22, 202354:55
E147 - Ibstock, Entain, McBride, TUI, Coca-Cola HBC & Disney

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

Aug 17, 202338:45
E146 - Diageo, Dominos, Heineken, Greggs, ABInbev & PayPal

E146 - Diageo, Dominos, Heineken, Greggs, ABInbev & PayPal

In this episode we discuss Diageo, Dominos, Heineken, Greggs, ABInbev & PayPal

$dge $dom $heiny $grg $abi $pypl

Aug 10, 202345:11
E145 - Reckitt Benckiser, Airtel Africa, Unilever, Games Workshop, Centrica & Visa

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

Aug 02, 202339:40
E144 - Ocado, Howden Joinery, Boku, AJ Bell, Volvo AB & Netflix

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

Jul 25, 202340:11
E143 - Hargreaves Lansdown, Barratt Developments, Carnival, Burberry, JD Wetherspoon & PepsiCo

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

Jul 19, 202340:46
E142 - Sainsburys, Redde Northgate, Currys, Supreme, Bellway & Meta

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

Jul 12, 202348:19
E141 - ABF, Halma, PZ Cussons, Baltic Classifieds, Moonpig & Blackberry

E141 - ABF, Halma, PZ Cussons, Baltic Classifieds, Moonpig & Blackberry

In this episode we discuss Associated British Foods, Halma, PZ Cussons Baltic Classifieds Group, Moonpig & Blackberry $abf $hlma $pzc $bcg $moon $bb
Jul 05, 202351:14
E140 - DS Smith, Halfords, BAT, Wizz Air, Inditex & Etsy

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

Jun 27, 202345:02
Re-Release - E25 - Interview with Flosser Invest (Twitter - @FlosserInvest)

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.

Jun 20, 202301:48:18
E139 - Ben Bennett Interview Part 2 (Twitter - @Value_OnePagers)

E139 - Ben Bennett Interview Part 2 (Twitter - @Value_OnePagers)

In this episode Sam interviews Ben Bennett (Twitter - @Value_OnePagers). Ben is 31 years old, works in cyber security and is a value investor. Ben is primarily focused on fearful opportunities, spin-offs, microcaps or somewhat obvious value plays.


In part 1 of this interview Sam and Ben discuss Ben's investing philosophy and in part 2 they discuss his portfolio and some of the stocks in it.

Jun 13, 202356:25
E138 - Ben Bennett Interview Part 1 (Twitter - @Value_OnePagers)

E138 - Ben Bennett Interview Part 1 (Twitter - @Value_OnePagers)

In this episode Sam interviews Ben Bennett (Twitter - @Value_OnePagers). Ben is 31 years old, works in cyber security and is a value investor. Ben is primarily focused on fearful opportunities, spin-offs, microcaps or somewhat obvious value plays.


In part 1 of this interview Sam and Ben discuss Ben's investing philosophy and in part 2 they discuss his portfolio and some of the stocks in it.

Jun 06, 202357:40
E137 - M&S, Fevertree, Pets at Home, AJ Bell, Big Yellow Group & Ralph Lauren

E137 - M&S, Fevertree, Pets at Home, AJ Bell, Big Yellow Group & Ralph Lauren

In this episode we discuss M&S, Fevertree, Pets at Home, AJ Bell, Big Yellow Group & Ralph Lauren.

$mks $fevr $pets $ajb $byg $rl

May 31, 202340:22
E136 - Burberry, SCS, Imperial Brands, Auction Technology Group, Britvic & PayPal

E136 - Burberry, SCS, Imperial Brands, Auction Technology Group, Britvic & PayPal

In this episode we discuss Burberry, SCS, Imperial Brands, Auction Technology Group, Britvic & PayPal.

$brby $scs $imb $atg $bvic $pypl

May 24, 202349:20
E135 - ITV, ASOS, Boohoo, Airtel Africa, Adidas & Disney

E135 - ITV, ASOS, Boohoo, Airtel Africa, Adidas & Disney

In this episode we discuss ITV, ASOS, Boohoo, Airtel Africa, Adidas & Disney

$itv $asc $boo $aaf $ads $dis

May 16, 202338:38
E134 - BP, Haleon, Shell, AB InBev, Trainline & Kraft Heinz

E134 - BP, Haleon, Shell, AB InBev, Trainline & Kraft Heinz

In this episode we discuss BP, Haleon, Shell, AB InBev, Trainline & Kraft Heinz $bp. $hln $shel $abi $trn $khc
May 10, 202332:54