In the first episode of the Investor's Roundtable we discussed the attractions and risks of investing in Bellway (BWY), Luceco (LUCE), and Superdry (SDRY).
The owner of each share explained why they'd bought the business, followed by a lively four-way debate about the business.
We finished off the episode with a discussion about our (very different) approaches to portfolio sizing, diversification, top slicing, and much more.
1:45 - Why Roland bought Bellway (BHY)
3:45 - A four-way discussion about the housing market and the investment potential of Bellway (BHY)
16:15 - Why Mark bought Luceco (LUCE)
21:15 - A four-way discussion about the lighting industry and the investment potential of Luceco (LUCE)
34:00 - Why Bruce bought Superdry (SDRY)
36:00 - A four-way discussion about the investment potential of Superdry (SDRY)
48:30 - A four-way discussion about how many shares we own, our largest holdings, and our best buys.
This podcast was recorded on 8 June 2023 and was produced in association with Fund Your Retirement.
I hope you enjoy listening! As always, all feedback is very welcome.
Disclosure: Roland owned shares in Bellway at the time of recording.
Disclaimer: This is a personal blog and I am not a financial adviser. All content is provided for information and educational purposes only. Nothing I say should be interpreted as investing advice or recommendations.
You should carry out your own research and make your own investing decisions. Investors who are not able to do this should seek qualified financial advice. Reasonable efforts are made to ensure that information provided is correct at the time of publication, but no guarantee is implied or provided. Information can change at any time and past articles are not updated.