Podcasts
Investor's Round Table: TPFG, MACF & VANL + interest rates (19/05/24)
Graham Neary, Mark Simpson and I discuss UK shares Property Franchise Group (& Belvoir), plus packaging group Macfarlane and groundworks specialist Van Elle Holdings.
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.
Podcasts
Investor's Round Table: SDRY, DOCS, CTO, MONY, RFX, POLR, ASHM, PMI (21/04/24)
Mark Simpson, Graham Neary and I discuss UK shares including MoneySupermarket, Ramsdens Holdings and asset managers Ashmore, Polar Capital and Premier Miton.
Podcasts
The Exchange on Vox Markets with Paul Hill (12/04/24)
Paul Hill and I chat live about UK shares and take questions from viewers. Stocks covered #RMV #MONY #HTG #RIO #RWS #SDY #TIFS #PAY #MER #IOM #SUS #CHG #TCAP #IGG #AVCT #SUPR #VLG #OCN #LLAI
Podcasts
Investor's Round Table: BRBY, NXT, NWOR & AIEA
Mark Simpson, Graham Neary and I discuss UK shares Burberry, Next, Airea, and National World.
Podcasts
Vox Markets Hot Stocks Live with Paul Hill (01/03/24)
Paul Hill and I talk about UK shares on our radar and field live questions from listeners! Lots of interesting stocks covered in this discussion.
Podcasts
Investor's Round Table: HL, CBG, PLUS & JET2
Graham Neary, Mark Simpson and I discuss the investment prospects of Hargreaves Lansdown, Close Brothers, Plus500 and Jet2.
Podcasts
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.
Podcasts
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.
Podcasts
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.
Podcasts
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.
Podcasts
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.
Podcasts
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.