Investor's Round Table: SUP, HAT, BOOT, AIEA + analysing company accounts

Graham Neary, Mark Simpson and I talk vaping and UK shares, and discuss how we analyse company accounts.

Investor's Round Table: SUP, HAT, BOOT, AIEA + analysing company accounts
Photo by Matt Botsford on Unsplash

I really enjoyed getting back around the Investor's Round Table recently with my friends and fellow private investors Graham Neary and Mark Simpson.

In this free-to-listen podcast we discussed four different companies covering sectors as diverse as flooring and vaping...

We then wrapped up by answering a listener question about the core things we look at when we review a set of company accounts.

Here's a summary of the topics we covered. I think it's fair to say that we had contrasting views on some of these businesses!

  • 1m30: discussing recently-announced government plans to ban disposable vapes and our views on how this might affect Supreme (SUP)
  • 11m45: pawnbroker H&T Group (HAT): is this a good business and are the shares attractively priced at current levels?
  • 21m20: micro-cap flooring company Airea (AIEA) - what's the attraction?
  • 33m45: property developer Henry Boot: do asset-backed value and a long pedigree make this the right time to invest?
  • 45m30: we each explain how we approach a new set of company accounts; where do we start and what are the main things we always look for?

As always, thank you for listening. Please do get in touch if you have any comments or questions you'd like us to answer in a future episode.

Roland Head

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