In this episode we discuss Supreme, Unilever, B&M, Reckitt Benckiser, Coca-Cola HBC & Coca Cola
$sup $ulvr $bme $rkt $cch $ko
#sup #ulvr #bme #rkt #cch #ko
In this episode we discuss YouGov, Croda, Tritax Big Box REIT, Whitbread, Ibstock & ASML
$you $crda $bbox $wtb $ibst $asml
#you #crda #bbox #wtb #ibst #asml
In this episode we discuss Imperial Brands, Card Factory, Greggs, DFS Furniture, Unite Group & World Chess
$imb $card $grg $dfs $utg $chss
#imb #card #grg #dfs #utg #chss
In this episode we discuss Kingfisher, Tesco, AG Barr, J D Wetherspoon, AEW UK REIT & Carnival
$kgf $tsco $bag $jdw $aewu $ccl
#kgf #tsco #bag #jdw #aewu #ccl
In this episode we discuss Associated British Foods, Dunelm, Barratt Redrow, Supermarket Income REIT, Next & Wickes
$abf $btrw $dnlm $supr $nxt $wix
#abf #btrw #dnlm #supr #nxt #wix
In this episode we discuss Tritax Big Box REIT, Prudential, JD Sports, M&G, Regional REIT & Nvidia
$bbox $pru $jd. $mng $rgl $nvda
#bbox #pru #jd. #mng #rgl #nvda
In this episode we discuss Persimmon, Aviva, Admiral, Diversified Energy Company, TUI & PayPal
$psn $av. $adm $dec $tui1 $pypl
#psn #av. #adm #dec #tui1 #pypl
In this episode we discuss London Stock Exchange Group, Ibstock, Deliveroo, British American Tobacco, Mondi & Eli Lilly
$lseg $ibst $roo $bats $mndi $lly
#lseg #ibst #roo #bats #mndi #lly
In this episode we discuss Domino's, Diageo, Coca-Cola HBC, Novo Nordisk, Tritax Big Box REIT & Disney
$dom $dge $cch $novob $bbox $dis
#dom #dge #cch #novob #bbox
In this episode we discuss Games Workshop, Unilever, Haleon, Taylor Wimpey, Greggs & Visa
$gaw $ulvr $hln $tw. $grg $v
#gaw #ulvr #hln #tw. #grg #v
In this episode we discuss Centrica, Rightmove, PHP, Airtel Africa, Reckitt Benckiser & Coinbase
$cna $rmv $php $aaf $rkt $coin
#cna #rmv #php #aaf #rkt #coin
Please note there has been an issue with Sam's microphone. The audio is okay but not great and not at the standard we would like. A new microphone has been ordered but we would recommend listening to this episode with headphones on rather than via a speaker, as via a speaker some of it is much harder to understand than normal.
In this episode we discuss Halma, Diageo, Cake Box Holdings, Frasers Group, Mony Group & Verizon
$hlma $dge $cbox $fras $mony $vz
#hlma #dge #cbox #fras #mony #vz
In this episode we discuss Ocado, Barratt Redrow, Trustpilot, Experian, ASML & Netflix
$ocdo $btrw $trst $expn $asml $nflx
#ocdo #btrw #trst #expn #asml #nflx
In this episode we discuss Primary Health Properties, Mulberry Group, Greggs, Baltic Classifieds Group, Sainsbury's & Ashtead
$php $mul $sbry $bcg $grg $aht
#php #mul #sbry #bcg #grg #aht
In this episode we discuss Safestay, Tritax Big Box REIT, Watches of Switzerland Group, Halfords, Supreme & Fevertree
$ssty $bbox $wosg $hfd $sup $fevr
#ssty #bbox #wosg #hfd #sup #fevr
In this episode we discuss Tesco, Safestore, Carnival, Moonpig, Bunzl & Nike
$tsco $safe $ccl $moon $bnzl $nke
#tsco #safe #ccl #moon #bnzl #nke
In this episode we discuss British American Tobacco, Chemring Group, Pennon, B&M, Dr Martens & Adobe
$bats $chg $pnn $bme $docs $adbe
#bats #chg #pnn #bme #docs #adbe
In this episode Sam interviews Wesley Chambers (X - @InvestWithWes1).
Wesley is a 29 year old contrarian value investor. Wesley's portfolio includes a lot of stocks from outside of his home UK market, including large allocations to US, French, and Chinese companies, and this is the focus for much of the interview.
Wesley also has a Substack which you can subscribe to here.
In this episode we discuss AutoTrader, Pets at Home, C&C Group, British Land Co, Hollywood Bowl & Nvidia
$auto $pets $ccr $blnd $bowl $nvda
#auto #pets #ccr #blnd #bowl #nvda
In this episode we discuss Diageo, Mitchells & Butlers, Greggs, Cranswick, M&S & JD Sports
$dge $mab $grg $cwk $mks $jd.
#dge #mab #grg #cwk #mks #jd.
