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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/threshold-1347809">Threshold</a></span>
Threshold is a Peabody Award-winning documentary podcast about our place in the natural world. Each season, we take listeners on a journey into the heart of a complex environmental story, asking how we got here and where we might be headed. In our latest season, Hark, we hand the mic over to our planet-mates and investigate what it means to truly listen to nonhuman voices—and the cost if we don't. With mounting social and ecological crises, what happens when we tune into the life all around us? Threshold is nonprofit, listener-supported, and independently produced.
Investor's Champion Podcast
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Conteúdo fornecido por Lee Cleasby and Hosted by Investor's Champion. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Lee Cleasby and Hosted by Investor's Champion ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Investor’s Champion is jam-packed with high-quality content covering companies, funds, economics and global events – all to help you make your money go further. The goal of this podcast is to give you a quick but informative rundown of some interesting topics affecting UK investors and a rundown of the biggest movers in the UK share market including AIM and some bonkers bargains for you to take a closer look at.
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40 episódios
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Manage series 3562955
Conteúdo fornecido por Lee Cleasby and Hosted by Investor's Champion. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Lee Cleasby and Hosted by Investor's Champion ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Investor’s Champion is jam-packed with high-quality content covering companies, funds, economics and global events – all to help you make your money go further. The goal of this podcast is to give you a quick but informative rundown of some interesting topics affecting UK investors and a rundown of the biggest movers in the UK share market including AIM and some bonkers bargains for you to take a closer look at.
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40 episódios
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×1 IC040 Investor Insights, 2024 Stocks Review, Major Trends, and Top Performers 20:58
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20:58In this episode, the hosts provide a comprehensive overview of the performance of the Ultimate Stocks Portfolio, and standout companies. Chris reflects on the portfolio's performance in 2024, and delves into the influence of AI on investments, and address significant changes on the horizon for the AIM market and London Stock Exchange. The episode also explores lessons learned from past investments and highlights opportunities for 2025. Timestamps: 00:56 Reflecting on 2024: Ultimate Stocks Portfolio Performance 03:22 Investments: Hits and Misses 08:37 Challenges and Opportunities for the London Stock Exchange 09:33 The Future of AIM and Pension Awareness 18:02 Looking Ahead to 2025: If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
1 IC039 Investor Lessons: Management & Shareholder Misalignment 24:08
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24:08In this episode of the Investors Champion Podcast, Chris and Lee discuss key topics affecting UK investors, including company management remuneration misalignment, highlighted through case studies on Plexus and Manolete Partners. They delve into peculiar market investments, such as a banana taped to a wall sold for over $6 million, and assess significant market movers like Games Workshop, Sage, and Jet2. Additionally, they analyse the potential impacts of regulatory actions on Alphabet and chat about unique investment opportunities and risks in smaller companies like Michelmersh Brick Holdings. Timestamps: 00:36 Case Study: Plexus and Management Remuneration 03:45 Case Study: Manolete and Shareholder Misalignment 06:04 Crazy Investments: The $6.2 Million Banana 07:46 Bitcoin and the Cryptocurrency Craze 08:17 DOJ vs. Google: Potential Breakup of Alphabet 12:40 UK Success Stories: Games Workshop and Sage 19:12 Small Caps Spotlight: Jet2 and Michelmersh Brick Holdings 23:38 Conclusion If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
In this episode of the Investors Champion Podcast, hosts Chris and Lee discuss the recent UK budget's implications on the AIM market and inheritance tax relief for business shares. They compare the growth potential between AIM shares and large technology stocks like Alphabet and Garmin, and the importance of the London Stock Exchange and AIM companies in promoting themselves. The episode also features responses to listener questions about the budget's impact on private pensions and dividends. Touching upon the debate over dividend payments versus reinvestment in company growth. Timestamps: 0:53 Impact of the Budget on AIM Market 04:23 Comparing AIM to Global Markets 09:54 Listener Questions and Final Thoughts 13:48 Conclusion and Next Week's Preview If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
1 IC037 Exploring High Yield Dividend-Producing Stocks 27:25
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27:25In this episode of the Investors Champion Podcast, hosts Lee and Chris delve into the world of dividend-producing stocks in the UK market. The episode covers the selection criteria for the Income Boosters Portfolio, which focuses on high-yield, reliable dividend-paying stocks with good dividend cover. They also touch upon the AIM High Yield Portfolio, highlighting its performance and the unique aspects of investing in smaller AIM companies. The hosts share examples of successful stocks, and the challenges faced, providing insights and strategies for building and managing a dividend-focused investment portfolio. Timestamps: 00:40 Introduction to Dividend Producing Stocks 03:04 What Makes Up the Income Boosters Portfolio 04:49 Examples of Dividend Stocks in the Portfolio 06:16 Challenges in Dividend Investing 10:40 Exploring the AIM High Yield Portfolio Stocks 13:11 Performance and Insights of AIM High Yield Portfolio 18:34 Pros and Cons of Dividend vs. Growth Portfolios 22:57 Final Thoughts on companies making transformational acquisition. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
1 IC036 So Many Bonkers Bargains Right Now – How Do We Keep Up 22:18
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22:18In this episode of the Investors Champion Podcast, Chris and Lee discuss intriguing investment opportunities, focusing on 'bonkers bargains' - stocks with strong fundamentals but undervalued due to market conditions. They highlight small cap companies like Time Finance and Alumasc, and delve into an unusual pick, Gemfields Group. The episode emphasizes the importance of balancing growth stocks with deep value investments, and the potential long-term rewards and risks in small cap investing. Chris also touches upon the importance of market research and diversification while noting some of their past successes and disappointments in the 'bonkers bargains' category. They conclude with advice on portfolio composition and a note on the challenging market environment due to impending tax changes and budget announcements. Timestamps: 00:27 Market Frustrations and Bonkers Bargains 01:17 Defining Bonkers Bargains 03:05 Success Stories: Time Finance 06:54 Construction Materials Sector & Alumasc 09:10 New Additions to the Bonkers Bargains List 12:01 Portfolio Strategy and Diversification 15:00 Bonkers Bargain XP Power 21:20 Concluding Thoughts If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
1 IC035 AIM Market Success Stories with Further Room to Grow 22:17
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22:17In this episode of the Investors Champion Podcast, hosts Chris and Lee focus on some standout successful companies listed on the AIM market. They dive into the growth journeys of companies like Yu Group, Elixirr, Fonix, Time Finance, AB Dynamics, CVS Group, and Jet2. They highlight the importance of founder ownership, patience, and understanding business models for long-term investment success. The episode also touches upon Raspberry Pi's impressive IPO performance on the main market and concludes with a recommendation to diversify investments across multiple good issues. Timestamps: 00:29 Market News and Spotlight on AIM Companies 01:43 Yu Group: A Roller Coaster Journey 04:49 Elixirr: Ambitious Growth 06:12 Fonix: Mobile Payment Specialist 09:06 Time Finance: Bonkers Bargain 11:35 AB Dynamics: From Tiddler to Titan 13:53 CVS Group: Veterinary Services 16:57 Jet2: Soaring High 20:20 Raspberry Pi: IPO Success 21:17 Conclusion and Final Thoughts If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
1 IC034 Exploring Next PLC's Exemplary Interim Reports & What We Can All Learn from Them 14:56
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14:56In this episode of the Investors Champion Podcast, Chris and Lee provide an analysis of Next PLC's interim results, highlighting them as a benchmark for how companies should present financial updates. The discussion contrasts Next PLC's comprehensive and transparent reporting with that of Next 15. They also touch upon the recent performance of the S&P 500, driven by a significant interest rate cut by the Federal Reserve, and critique the Bank of England's cautious approach. The episode is a must-listen for investors seeking valuable lessons in effective financial communication from companies they wish to invest in. Timestamps: 00:28 Next PLC's Impressive Interim Reports 01:46 S&P 500 and Market Sentiments 03:10 Next PLC: A Benchmark for Presenting Results 05:39 Next PLC's Strategic Insights and Future Plans 07:28 The Challenges and Successes of Retail Stocks 10:57 Final Thoughts and Recommendations If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Read Next PLC’s interim trading update: https://www.rns-pdf.londonstockexchange.com/rns/7783E_1-2024-9-18.pdf Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
1 IC033 Stonking Small Caps Release Good Results & Potential Tax Changes 31:44
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31:44In this episode of the Investors Champion Podcast, hosts Lee and Chris provide a comprehensive analysis of the UK share market, specifically focusing on small cap and AIM-listed companies. They discuss the implications of potential capital gains tax changes, the impact of Philip Meeson's share sale from Jet2, and Nvidia CEO's stock sell-off amidst antitrust investigations. The episode features deep dives into three promising small caps: Gamma Communications, hVIVO, and Keystone Law. The hosts also cover challenges faced by other companies like Next 15, Inspecs Group, and Frontier Developments, along with their views on SigmaRoc's acquisitions and the Property Franchise Group's merger with Belvoir. They conclude with thoughts on Fevertree's mixed growth results. Listeners can expect valuable insights on investment strategies, market trends, and potential tax implications. Timestamps: 00:28 Focus on AIM and Small Caps 00:57 Capital Gains Tax and Market Reactions 01:29 Philip Meeson's Share Sale 02:39 Nvidia CEO's Share Sales and Market Impact 05:26 Spotlight on Small Cap Stocks 08:24 Inheritance Tax Planning Concerns 12:37 Next 15's Profit Warning and Communication Issues 16:16 Handling Market Uncertainty 16:48 The Struggles of Inspects 19:56 Frontier Developments: A Cautious Approach 22:31 SigmaRoc's Acquisition Challenges 25:48 Property Franchise Group Merger 27:32 Fevertree's Global Growth Strategy If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
1 IC032 UK Market Insights & Some Top Picks to Look at 25:50
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25:50In this episode, Chris and Lee discuss the latest performance and outlook of several UK companies listed on AIM. The conversation ranges from high dividend-paying stocks in the income booster’s portfolio to the potential impact of UK tax changes. They also touch on specific companies from house building, construction materials, aerospace, and healthcare software. Featured companies include Hargreaves Lansdown, Page Group, Rightmove, Filtronic, Ashtead Technology, and Craneware, as well as 'bonkers bargains' like Alumasc and Michelmersh Brick Holdings. The episode concludes with a look at Jet2's growth amid market challenges and Churchill China's resilient performance in the hospitality sector. Timestamps: 00:28 Income Boosters Portfolio Update 03:45 Government Policy Changes 06:10 Rightmove a UK Success Story 09:23 Small Cap News: Filtronic, Ashtead Technology, and Craneware 16:39 Bonkers Bargains Alumasc and Michelmersh brick holdings 22:41 Spotlight on Churchill China 25:20 Conclusion and Next Week's Preview If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
1 IC031 Profit Warnings – Nvidia's Growth, Buffett's Triumph, H&T Group, Focusrite, Aquis Exchange & Much More 29:42
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29:42In this episode of the Investors Champion Podcast, Chris and Lee provide an informative rundown on topics affecting UK investors. They delve into key market movers, including Nvidia's impressive, yet scrutinized, quarterly results, and Warren Buffett's Berkshire Hathaway crossing the $1 trillion mark. The discussion also covers smaller UK companies like Focusrite and Aquis Exchange, examining their market performance and future prospects. Additional highlights include a deep dive into the challenges faced by online wine retailer Naked Wines and the revenue growth of pawnbroker and jewellery retailer H&T Group. Timestamps: 00:47 Market Overview and Profit Warnings 01:43 Nvidia's Impressive Growth 03:54 Concerns About AI and Market Focus 06:52 Warren Buffett and Berkshire Hathaway's Success 15:19 Lessons for Companies and Investors 15:31 Small Cap News: Profit Warnings and Challenges 15:34 Focusrite: Struggles and Potential 19:54 Aquis Exchange: A Personal Favourite 22:25 Naked Wines: A Tough Business Model 25:14 H&T Group: A Strong Performer 28:22 Wrapping Up: A Diverse Range of Companies If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
1 IC030 Volatile Markets – What to Do, AIM Share Buy Backs & The AIM IC Portfolio Performance 33:55
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33:55In this episode of the Investors Champion Podcast, hosts Chris and Lee kick off with personal chit-chat about Olympics before diving deep into recent market turmoil, notably analysing the severe crash in Japan's Nikkei index. The conversation transitions into Warren Buffett's significant Apple stock sell-off, the correlation between cryptocurrencies and traditional markets, as well as the impact of Google's recent antitrust case. They discuss the UK's housing market's unexpected rise in house prices and the prospective merger between major house builders Barratt and Redrow. Further, they highlight promising stocks in the UK market, including Property Franchise Group and Michelmersh Brick Holdings. The episode wraps up with a discussion on the prevalence of share buybacks and the introduction of the AIM for Income portfolios, spotlighting high-yield opportunities. Chris advises caution and strategic thinking during volatile times, emphasizing the importance of investing in resilient companies. Timestamps: 00:25 Casual Chat: Olympics and Personal Interests 01:27 Market Insights: Recent Mini Crash 02:32 Impact on Technology Stocks and Crypto 07:44 Berkshire Hathaway's Moves and Cash Position 09:58 Google's Antitrust Case and Its Implications 13:01 Hargreaves Lansdown Takeover 16:01 Jarvis Securities and Its Business Model 16:25 Challenges Faced by Jarvis 17:47 Impact of Skilled Person Review on Jarvis 19:33 Positive News in the UK Housing Sector 20:49 Property Franchise Group and Its Growth 22:52 Bonkers Bargains: Michelmersh Brick Holdings. 23:57 Discussion on Share Buybacks 31:09 Performance of the AIM for Income Portfolio If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
1 IC029 ST James Place, Games Workshop, McDonald's, Microsoft, AIM SaaS Companies Quartix Technologies, Dotgigital, Eleco, & Fintel 34:45
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34:45In this episode of the Investors Champion Podcast, hosts Chris and Lee discuss a variety of topics affecting UK investors, starting with the potential impact of the Olympics on businesses and product placements. They cover the recent Bank of England rate cut and its significance for the stock market and small-cap companies. Key company updates include analysis of St. James's Place, Games Workshop, McDonald's, Microsoft, and Meta, along with smaller SaaS companies like Quartix Technologies, Dotgigital, Eleco, and Fintel. Throughout the discussion, they highlight annualized recurring revenues, customer churn, and the importance of focusing on core products for business success. Timestamps: 01:05 Olympics 03:14 Bank of England Rate Cuts and Market Impact 04:43 Mortgage Advice Bureau and Housing Market 06:03 Ultimate Stocks Portfolio Updates 06:18 Games Workshop: A UK Success Story 08:20 Diageo's Struggles and Bright Spots 10:27 McDonald's Resilience and New Initiatives 11:36 Microsoft's Continued Dominance 13:39 Meta's Impressive Performance and AI Focus 18:08 Market Sentiment and Portfolio Decisions 18:37 UK Stock Market Insights 22:22 Small Caps and AIM Market Highlights 24:38 SaaS Companies Performance Review 30:40 Fintel's Acquisition Strategy 34:04 Concluding Thoughts and Future Discussions If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
1 IC028 UK investors Insights Covering Alphabet, Nestle, Unilever, Tristel, Nichols, Nexteq, LBG Media, Ryanair, EasyJet & FRP Advisory Group. 28:58
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28:58In this episode of the Investors Champion Podcast, the hosts discuss a variety of topics affecting UK investors including significant movers in the UK share market, intriguing investment opportunities, and the impact of current events on the stock market. The conversation touches on the tech sector's recent sell-off, the investment strategies of quality growth managers, and analysis of major companies like NVIDIA, Alphabet, Unilever, and Nestle. The hosts also delve into smaller cap news, highlighting companies such as Nichols, LBG Media, and Nexteq. Additionally, they explore the potential recovery of airline stocks and discuss the business strategies of FRP Advisory Group and Tristel. The episode concludes with a reflective discussion on traditional investing wisdom and the importance of understanding company fundamentals. Check the Investors Champion website for more detailed reports and analysis. Timestamps: 00:44 Market Overview, including Tech Stocks NVIDIA's and Alphabet. 08:06 Unilever and Nestle: Legacy Brands in Modern Markets 10:36 Airline Industry Insights: Ryanair vs. EasyJet 14:27 Small Cap News: LBG Media's Impressive Growth 16:28 Nichols: The Legacy of Vimto 18:51 Nexteq’s Casino Control Boxes 21:44 FRP Advisory Group: Corporate Restructuring 24:05 Tristel: Infection Prevention Success 26:42 Conclusion and Final Thoughts If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
1 IC027 Growth vs Value Businesses, Bonkers Bargains, Pensions, & Investment Ideas 34:34
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34:34In this episode of the Investors Champion podcast, hosts Chris and Lee discuss various factors influencing investment decisions, focusing on the UK market. Key topics include the pension bill aimed at consolidating lost pension pots, the recent performance of major retail companies like Burberry, Frasers, and speculative investments in small-cap companies. Various sectors are analysed, from construction materials with Alumasc to Artisanal spirits and high-speed banknote authentication, Spectra Systems. The discussion provides insights into the challenges and potential of the UK retail sector, the implications of pension management, and the growth prospects of industrial and niche market players. Timestamps: 01:45 Discussion on Pension Bill and Lost Pension Pots 05:11 Retail Sector Analysis: Burberry's Challenges 07:10 Luxury Brands and Ethical Concerns 09:44 Positive News from Fraser's Group 11:52 Small Cap Investments and Market Trends 14:02 Bonkers Bargains: Alumasc and Artisanal Spirits 16:36 Renold, Industrial Chains 19:45 Exploring the ME Group 22:01 Spectra Systems' Surprising Growth 25:46 Insights on Small Cap Investing 31:32 Potential Growth Sectors 33:41 Concluding Thoughts and Future Episodes If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
1 IC026 Investor Insights: FCA rules affecting listed companies, Small Cap News & Investing Ideas 34:46
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34:46In this episode of the Investors Champion Podcast, Chris and Lee cover a range of topics impacting UK investors. Key highlights include a discussion on the UK economy's unexpected 0.4% growth in May, the Bank of England’s potential reluctance to cut interest rates, and significant new FCA rules affecting listed companies. Chris and Lee, provide insights into several companies, such as Jet2's record profits, Domino's operator DP Poland's growth, and Hostels World's improving financials. Additionally, they touch on the potential impact of the new National Wealth Fund and exciting new listings like Rosebank Industries, likened to the successful Melrose model. Timestamps: 01:23 UK Economy Update 02:59 New FCA Listing Rules 08:27 Carlsberg's Acquisition of Britvic 09:29 Jet2's Record Profits and Expansion 14:42 DP Poland's Growth and Challenges 17:37 Loungers' Expansion and Success 20:45 The Rise of TimeOut Markets 23:41 Hostelworld's Social Network Strategy 26:41 Science in Sport's New Management 31:26 Introducing Rosebank Industries If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.…
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