In this episode we discussed our approach to asset allocation and the investment potential of shipping and investment group Ocean Wilsons (LON:OCN), medical disinfectant specialist Tristel (LON:TSTL), and financial software firm Arcontech (LON:ARC).
3:50 Why Bruce bought Ocean Wilsons (OCN).
5:30 A four-way discussion about the investment potential of Ocean Wilsons (OCN).
20:05 Why Maynard bought Tristel (TSTL).
23:35 A four-way discussion about the investment potential of Tristel (TSTL).
38:30 Why Mark bought Arcontech (ARC).
42:25 A four-way discussion about the investment potential of Arcontech (ARC).
51:05 A four-way discussion about the value of asset-allocation.
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Disclaimer: This podcast is provided for information and educational purposes only. All comments represent participants' personal views and should not 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.