Podcasts

Podcasts

I record regular podcasts with well-known UK private investors Graham Neary and Mark Simpson. This page contains an archive of past episodes, including some in-depth stock reviews with Maynard Paton.
Feb
07
Investor's Round Table: SUP, HAT, BOOT, AIEA + analysing company accounts

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.
1 min read
Oct
25
Podcasts: how to value companies + QTX, HL, TUNE & KETL

Podcasts: how to value companies + QTX, HL, TUNE & KETL

I've recorded several new podcasts over the last month, covering topics including Hargreaves Lansdown, Quartix, Focusrite, Strix - and the difficult topic of company valuation.
3 min read
Aug
16
Shares Podcast: Investor's Roundtable discussing Asset Allocation, Ocean Wilsons (OCN), Tristel (TSTL) & Arcontech (ARC)

Shares Podcast: Investor's Roundtable discussing Asset Allocation, Ocean Wilsons (OCN), Tristel (TSTL) & Arcontech (ARC)

Maynard Paton, Bruce Packard, Mark Simpson and myself enjoy a lively four-way debate about shares and discuss our approach to asset allocation.
1 min read
Jul
07
Shares Podcast: IntegraFin with Maynard Paton & Roland Head

Shares Podcast: IntegraFin with Maynard Paton & Roland Head

Founder ownership, 40% profit margins and super cash generation. Maynard and I debate the attractions of investment platform IntegraFin (LON:IHP) and explain why it's different to AJ Bell and Hargreaves Lansdown.
1 min read
Jun
14
Shares Podcast: Investor's Roundtable with Maynard Paton, Mark Simpson, Bruce Packard and Roland Head

Shares Podcast: Investor's Roundtable with Maynard Paton, Mark Simpson, Bruce Packard and Roland Head

We debate the attractions of Bellway (BWY), Luceco (LUCE) and Superdry (SDRY) and talk about our investing and portfolio management strategies.
1 min read
May
27
Shares Podcast: Bellway with Maynard Paton & Roland Head

Shares Podcast: Bellway with Maynard Paton & Roland Head

A 77-year history has seen Bellway (LON:BWY) weather several previous housing slumps. In this new podcast, Maynard Paton and I discuss whether the shares offer a buying opportunity.
1 min read
Apr
30
Shares Podcast: James Halstead with Maynard Paton & Roland Head

Shares Podcast: James Halstead with Maynard Paton & Roland Head

Four decades of dividend growth, no debt and remarkable family management. Maynard Paton and I discuss the attractions (and risks) of AIM-listed floor covering specialist James Halstead (LON:JHD).
1 min read
Apr
04
Shares Podcast: ITV with Maynard Paton & Roland Head

Shares Podcast: ITV with Maynard Paton & Roland Head

I've recorded a podcast with Maynard Paton discussing ITV (LON:ITV) shares. The stock's 6% dividend yield is an obvious temptation, but we discuss broader reasons why the shares might be undervalued.
1 min read
Mar
01
Podcast: Telecom Plus (LON:TEP) with Maynard Paton & Roland Head

Podcast: Telecom Plus (LON:TEP) with Maynard Paton & Roland Head

I've recorded a podcast with Maynard Paton discussing Telecom Plus (LON:TEP) shares. After a 25% share price drop, is it time to buy?
2 min read
Jan
29
Podcast: Bioventix with Maynard Paton & Roland Head

Podcast: Bioventix with Maynard Paton & Roland Head

I've recorded a podcast discussing antibody specialist Bioventix (LON:BVXP) with Maynard Paton. We explain why we think this is such a special business - and consider what could go wrong.
1 min read