The Investor Way

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The Investor Way is a weekly investing podcast focused on UK stocks and shares.

The Investor Way


    • May 14, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 50m AVG DURATION
    • 254 EPISODES


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    Latest episodes from The Investor Way

    E229 - Aston Martin, Novo-Nordisk, Airtel Africa, Rightmove, AB InBev & Disney

    Play Episode Listen Later May 14, 2025 38:39


    In this episode we discuss Aston Martin Lagonda, Novo-Nordisk, Airtel Africa, Rightmove, AB InBev & Disney$aml $rmv $aaf $novob $abi $dis#aml #rmv #aaf #novob #abi #dis

    E228 - ABF, BP, Entain, Whitbread, Haleon & PayPal

    Play Episode Listen Later May 9, 2025 33:55


    In this episode we discuss Associated British Foods, BP, Entain, Whitbread, Haleon & PayPal$abf $bp $ent $wtb $hln $pypl#abf #bp #ent #wtb #hln #pypl

    E227 - EDGI Interview (X - @European_DGI)

    Play Episode Listen Later May 5, 2025 65:29


    In this episode Sam interviews European DGI (X - @European_DGI). European DGI is a European dividend growth investor who is on track to retire by 47.European DGI began investing in late 2014 and his dividend income now covers 72% of his monthly expenses. European DGI is the creator of the Noble 30 index, a handpicked group of European Dividend Aristocrats – 30 blue-chip companies with €5B+ market caps that have paid (or grown) dividends for over 20 years without missing a beat. You can find out more about European DGI at europeandgi.com or by subscribing to the Dividend Talk podcast.

    E226 - Joe Kaye Returns (X - @JoeValue)

    Play Episode Listen Later Apr 28, 2025 81:53


    Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has purchased a firm of financial advisors Jeremy Kaye Portfolio Management, as well as this he continues to run a special situations fund, although the focus of the fund has changed.Joe shares his experience of purchasing a business, his experience in the financial advice industry, and changes to his own investment philosophy since his first interview, as well as discussing some of the stocks currently in his portfolio.Please note that although Joe is a financial advisor, nothing in this episode constitutes or is intended to constitute financial advice.

    Re-Release - E133 - Joe Value Interview Part 2 (X - @JoeValue)

    Play Episode Listen Later Apr 27, 2025 39:18


    In our next episode we will be doing a catch up interview so we are re-releasing his previous interview for those who want to refresh or were not listening when he originally came on. This episode was originally released in May 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situations. In part 2 of this interview we discuss Joe's portfolio and some of the stocks and funds in it.

    Re-Release - E131 - Joe Value Interview Part 1 (X - @JoeValue)

    Play Episode Listen Later Apr 26, 2025 35:45


    In our next episode we will be doing a catch up interview so we are re-releasing his previous interview for those who want to refresh or were not listening when he originally came on. This episode was originally released in April 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situations. In part 1 of this interview we discuss Joe's general investing philosophy.

    E225 - Tesco, JD Sports, Sainsburys, ASML, Heineken & Match Group

    Play Episode Listen Later Apr 23, 2025 42:28


    In this episode we discuss Tesco, JD Sports, Sainsburys, ASML, Heineken & Match Group$tsco $jd. $sbry $asml $heia $mtch#tsco #jd. #sbry #asml #heia #mtch

    E224 - James at Quality Compound Returns (@QualityCompound)

    Play Episode Listen Later Apr 19, 2025 68:55


    In this episode James at Quality Compound (X - @QualityCompound) returns to the show to discuss how his portfolio has performed since his last appearance, his changes in philosophy and the stocks in it.

    Re-Release - E111 James at Quality Compound (Twitter - @Quality Compound)

    Play Episode Listen Later Apr 17, 2025 107:13


    James at QualityCompound will be returning for a catch up interview in our next episodes. We are therefore re-releasing his previous interviews for anyone who wishes to listen prior to his latest episode.This episode was originally published in November 2022. In this episode James at Quality Compound (Twitter - @Quality Compound) returns to the show to discuss his portfolio and the changes since his last interview (episodes 62 & 64). Companies discussed include Games Workshop, Axon, PayPal, JD Sports, Fevertree, Boohoo, Safestore, Darktrace and plenty of others.⁠$gaw⁠ ⁠$pypl⁠ ⁠$axon⁠ ⁠$jd⁠ ⁠$fevr⁠ ⁠$boo⁠ ⁠$safe⁠ ⁠$dark⁠ 

    Re-Release - E64 - Twenties Trader P2 (Twitter - @qualitycompound)

    Play Episode Listen Later Apr 17, 2025 111:23


    James at QualityCompound will be returning for a catch up interview in our next episodes. We are therefore re-releasing his previous interviews for anyone who wishes to listen prior to his latest episode.This episode was originally published in December 2021. In this episode the Twenties Trader returns to discuss his portfolio with Sam and the family portfolio he manages.The companies discussed include Games Workshop, Fevertree, Boohoo, Gamma Communications, Team 17, JD Sports, Adidas, Peloton, Unilever, Diageo, LSE & Darktrace.

    Re-Release - E62 - Twenties Trader 1 (Twitter - @qualitycompound)

    Play Episode Listen Later Apr 17, 2025 87:01


    James at QualityCompound will be returning for a catch up interview in our next episodes. We are therefore re-releasing his previous interviews for anyone who wishes to listen prior to his latest episode.This episode was originally published in November 2021. The Twenties Trader is a stock market enthusiast, investing in companies in the UK, Europe and the US. The Twenties Trader runs an investment research service, www.thetwentiestrader.com where readers can enjoy thoughtful analysis of companies across various sectors and geographies alongside the option to subscribe to his premium service with portfolio alerts and in-depth research.The Twenties Trader's mission is to share his journey in the stock market and shine a light on interesting opportunities to the benefit of his readers. Most importantly to provide a reliable and trusted platform for readers to access stock market insights.The Twenties Trader bought his first stock in 2013 and has built his portfolio gradually throughout years at university and continued to build his holdings during his working career (as a commercial manager in pharma). Now The Twenties Trader manages a personal portfolio and a larger portfolio on behalf of his family.

    E223 - Orange Swan Special - Markets in Turmoil

    Play Episode Listen Later Apr 13, 2025 50:15


    In this episode we discuss the recent Orange Swan event and market reactions to tariffs. The stocks in this episode include Novo-Nordisk, AirBnB, Disney, Pepsi, Fiverr, Docusign and Etsy#novob #abnb #dis #pep #fvrr #docu #etsy$novob $abnb $dis $pep $fvrr $docu $etsy

    E222 - Next, Gamma Communications, Fevertree, Aptitude Software, A G Barr & Nike

    Play Episode Listen Later Apr 8, 2025 42:10


    In this episode we discuss Next, Gamma Communications, Fevertree, Aptitude Software, A G Barr & Nike$nxt $gama $fevr $aptd $bag $nke#nxt #gama #fevr #aptd #bag #nke

    E221 - J D Wetherspoons, Savills, Carnival, Boohoo, Prudential, & Trustpilot

    Play Episode Listen Later Mar 28, 2025 34:20


    In this episode we discuss J D Wetherspoons, Savills, Carnival, Boohoo, Prudential, & Trustpilot$jdw $svs $boo $ccl $pru $trst

    E220 - Persimmon, Dominos, Berkeley, Supermarket Income REIT, Legal & General, & Deliveroo

    Play Episode Listen Later Mar 22, 2025 38:49


    In this episode we discuss Persimmon, Dominos, Berkeley Group, Supermarket Income REIT, Legal & General, & Deliveroo$psn $dom $bkg $supr $lgen $roo

    E219 - Tritax Big Box, ITV, Rolls-Royce, Ibstock, LSE & Sea

    Play Episode Listen Later Mar 15, 2025 37:04


    In this episode we discuss Tritax Big Box REIT, ITV, Rolls-Royce, Ibstock, London Stock Exchange Group & Sea Limited$bbox $itv $lseg $ibst $rr. $se

    E218 - Haleon, Rightmove, PHP, Wilmington, Taylor Wimpey & Nvidia

    Play Episode Listen Later Mar 8, 2025 39:38


    In this episode we discuss Haleon, Rightmove, Primary Health Properties, Wilmington, Taylor Wimpey & Nvidia$hln $rmv $php $wil $tw. $nvda

    E217 - Nestle, Smith & Nephew, BAE Systems, Mony Group, Centrica & Alibaba

    Play Episode Listen Later Mar 2, 2025 36:44


    In this episode we discuss Nestle, Smith & Nephew, BAE Systems, Mony Group, Centrica & Alibaba$nesn $sn. $ba. $mony $cna $baba

    E216 - Unilever, RELX, BAT, Coca-Cola HBC, Barratt Redrow & Etsy

    Play Episode Listen Later Feb 23, 2025 41:15


    In this episode Unilever, RELX, British American Tobacco, Coca-Cola Helenic Bottling Company, Barratt Redrow & Etsy$bats $relx $btrw $cch $ulvr $etsy

    E215 - AstraZeneca, Diageo, GSK, Vodafone, Novo Nordisk & Disney

    Play Episode Listen Later Feb 16, 2025 35:51


    In this episode we discuss AstraZeneca, Diageo, GSK, Vodafone, Novo Nordisk & Disney$azn $dge $gsk $vod $novob $dis

    E214 - LVMH, Airtel Africa, Pets at Home, Patria Private Equity Trust, Shell & PayPal

    Play Episode Listen Later Feb 9, 2025 48:47


    In this episode we discuss LVMH, Airtel Africa, Pets at Home, Patria Private Equity Trust, Shell & PayPal$mc $aaf $pets $ppet $shel $pypl

    E213 - Persimmon, Games Workshop, Taylor Wimpey, Fevertree, Experian & Netflix

    Play Episode Listen Later Feb 2, 2025 31:21


    In this episode we discuss Persimmon, Games Workshop, Taylor Wimpey, Fevertree, Experian & Netflix $psn $expn $tw. $fevr $gaw $nflx

    E212 - M&S, Greggs, Tesco, Agronomics, Sainsbury's & Etsy

    Play Episode Listen Later Jan 11, 2025 40:19


    In this episode we discuss Marks & Spencer, Greggs, Tesco, Agronomics, Sainsbury's & Etsy $mks $grg $tsco $anic $sbry $etsy

    E211 - Fantasy Portfolio - Year 5

    Play Episode Listen Later Jan 1, 2025 46:07


    In this episode we review our £1m fantasy portfolio and its performance after 4 full years and consider any changes going into year 5.

    Re-Release - E164 - Fantasy Portfolio - Year 4

    Play Episode Listen Later Dec 31, 2024 49:48


    As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2023, in this episode we review our £1m fantasy portfolio and its performance after 3 years.

    Re-Release - E116 - Fantasy Portfolio - Year 3

    Play Episode Listen Later Dec 30, 2024 49:06


    As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2022, in this episode we review our £1m fantasy portfolio and its performance after 2 years.

    Re-Release - E66 - Fantasy Portfolio - Year 2

    Play Episode Listen Later Dec 29, 2024 64:27


    As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2021, in this episode we review our £1m fantasy portfolio and its performance after 1 year.

    Re-Release - E15 - Fantasy Portfolio - Year 1

    Play Episode Listen Later Dec 28, 2024 63:20


    As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2020, in this episode we construct our £1m fantasy portfolio for the first time.

    E210 - Bunzl, Baltic Classifieds, Carnival, Supreme, Hollywood Bowl & Ashtead

    Play Episode Listen Later Dec 24, 2024 36:50


    In this episode we discuss Bunzl, Baltic Classifieds Group, Carnival, Supreme, Hollywood Bowl & Ashtead $bnzl $bcg $ccl $sup $bowl $aht

    E209 - Frasers, Aviva, DS Smith, YouGov, AJ Bell & Zoom

    Play Episode Listen Later Dec 16, 2024 41:28


    In this episode we discuss Frasers Group, Aviva, DS Smith, YouGov, AJ Bell & Zoom Communications $fras $av. $dlg $smds $you $ajb $zm

    E208 - Halfords, Cranswick, Boohoo, Auction Technology Group, Pets at Home & PayPal

    Play Episode Listen Later Dec 10, 2024 41:43


    In this episode we discuss Halfords, Cranswick, Boohoo, Auction Technology Group, Pets at Home & PayPal $hfd $cwk $boo $atg $pets $pypl

    E207 - JD Sports, Airtel Africa, Imperial Brands, Pershing Square, Direct Line & Workday

    Play Episode Listen Later Dec 3, 2024 41:07


    In this episode we discuss JD Sports, Airtel Africa, Imperial Brands, Pershing Square, Direct Line & Workday $jd. $aaf $imb $psh $dlg $wday

    E206 - AstraZenica, Burberry, Games Workshop, Vodafone, Kainos Group & Disney

    Play Episode Listen Later Nov 26, 2024 36:15


    In this episode we discuss AstraZenica, Burberry, Games Workshop, Vodafone, Kainos Group & Disney $azn $brby $gaw $vod $knos $dis

    E205 - ASOS, AutoTrader, Taylor Wimpey, Novo Nordisk, Persimmon & Fiverr

    Play Episode Listen Later Nov 19, 2024 41:19


    In this episode we discuss ASOS, AutoTrader, Taylor Wimpey, Novo Nordisk, Persimmon & Fiverr $asos $auto $tw. $novob $psn $fvrr

    E204 - Haleon, Coca-Cola HBC, GSK, Aston Martin Lagonda, AB InBev & Upwork

    Play Episode Listen Later Nov 12, 2024 44:41


    In this episode we discuss Haleon, Coca-Cola HBC, GSK, Aston Martin Lagonda, AB InBev & Upwork $hln $cch $abi $aml $gsk $upwk

    E203 - Autumn Budget 2024 Special

    Play Episode Listen Later Nov 5, 2024 56:11


    In this episode we discuss the latest budget from Chancellor Rachel Reeves and the impact on both investors and investments.

    E202 - Bunzl, Unilever, NatWest, Reckitt Benckiser, Barclays & Coca-Cola

    Play Episode Listen Later Oct 29, 2024 32:50


    In this episode we discuss Bunzl, Unilever, NatWest Group, Reckitt Benckiser, Barclays & Coca-Cola $bnzl $ulvr $nwg $rkt $barc $ko

    E201 - LVMH, Whitbread, ASML, Mony Group, Nestle, Netflix

    Play Episode Listen Later Oct 22, 2024 35:22


    In this episode we discuss LVMH, Whitbread, ASML, Mony Group, Nestle, Netflix $mc $wtb $asml $mony $nesn $nflx

    E200 - Greggs, AG Barr, Tesco, JD Sports, Tui & PepsiCo

    Play Episode Listen Later Oct 15, 2024 39:06


    In this episode we discuss Greggs, AG Barr, Tesco, JD Sports, Tui & PepsiCo $grg $bag $tsco $jd. $tui1 $pep

    E199 - Barratt Redrow, Rightmove, Fevertree, Trustpilot, Next & Nvidia

    Play Episode Listen Later Oct 10, 2024 37:35


    In this episode we discuss Barratt Redrow, Rightmove, Fevertree, Trustpilot, Next & Nvidia $btrw $fevr $nxt $rmv $trst $nvda

    E198 - Flying Finance Returns (X - @FlyingFinance)

    Play Episode Listen Later Sep 19, 2024 67:23


    In this episode pilot and investor Andy returns to the show to discuss his portfolio and the changes he has made since his original interview in August 2023. Andy studied Business and Management at university, followed by a Quantity Surveying postgraduate. Upon graduation Andy worked for 10 years in construction and renewable energy. 10 years ago Andy retrained as an airline pilot and has been working in aviation ever since. Andy invests mostly in value and GARP stocks. Andy also hold a lot of REITs and asset backed investment trusts for the downside protection, as well as low cost ETFs for thematic exposure and diversification.

    Re-Release - E151 - Flying Finance Interview Part 2 (X - @FlyingFinance)

    Play Episode Listen Later Sep 18, 2024 53:24


    This episode was originally released in August 2023 and is being re-released prior to Andy's catch up interview in our next episode. In this episode Sam interviews pilot and investor Andy (X - @FlyingFinance), Andy studied Business and Management at university, followed by a Quantity Surveying postgraduate. Upon graduation Andy worked for 10 years in construction and renewable energy. Nine years ago Andy retrained as an airline pilot and has been working in aviation ever since. Andy invests mostly in value and GARP stocks. Andy also hold a lot of REITs and asset backed investment trusts for the downside protection, as well as low cost ETFs for thematic exposure and diversification. In part 2 of this interview Sam discusses Andy's portfolio and some of the stocks in it.

    Re-Release - E148 - Flying Finance Interview Part 1 (X - @FlyingFinance)

    Play Episode Listen Later Sep 17, 2024 54:54


    This episode was originally released in August 2023 and is being re-released prior to Andy's catch up interview in our next episode. In this episode Sam interviews pilot and investor Andy (X - @FlyingFinance), Andy studied Business and Management at university, followed by a Quantity Surveying postgraduate. Upon graduation Andy worked for 10 years in construction and renewable energy. Nine years ago Andy retrained as an airline pilot and has been working in aviation ever since. Andy invests mostly in value and GARP stocks. Andy also hold a lot of REITs and asset backed investment trusts for the downside protection, as well as low cost ETFs for thematic exposure and diversification. In part 1 of this interview Sam discusses Andy's investing philosophy.

    E197 - James Cole Interview (X - @OGBishopBandit)

    Play Episode Listen Later Sep 10, 2024 65:09


    In this episode Sam interviews James Cole. After studying chemistry at university, James trained as an accountant. Having first been exposed to the opportunities of investing in the wake of the GameStop saga, he now relies on bottom up analyses of companies financial prospects to identify primarily value opportunities. Alongside these single stocks, he does also hold several REITs, investment trusts and ETFs to try to capture other interesting economic trends.

    E196 - Paul Ahdal Returns (X - @PaulAhdal)

    Play Episode Listen Later Sep 1, 2024 95:15


    In this episode Paul Ahdal returns to the show to discuss his portfolio and the changes he has made since his original interview in February 2022. Paul is a private investor who is aiming to become financially independent by the age of 50. In order to achieve this goal he looks to either buy quality companies at a reasonable price or buy companies that are attractive due to market over reactions, and use funds, trusts and ETFs for international and sector diversification. In doing this Paul is guided by his golden rules of valuation and patience.

    Re-Release - E73 - Paul Ahdal Interview (X - @PaulAhdal)

    Play Episode Listen Later Aug 30, 2024 110:35


    This episode was originally released in February 2022 and is being re-released prior to Paul's catch up interview in our next episode. In this episode Sam interviews Paul Ahdal (Twitter - @PaulAhdal). Paul is a private investor who is aiming to become financially independent by the age of 50. In order to achieve this goal he looks to either buy quality companies at a reasonable price or buy companies that are attractive due to market over reactions, and use funds, trusts and ETFs for international and sector diversification. In doing this Paul is guided by his golden rules of valuation and patience.

    E195 - Rolls-Royce, Heineken, YouGov, AB InBev, Adidas & Caterpillar

    Play Episode Listen Later Aug 20, 2024 32:42


    In this episode we discuss Rolls-Royce, Heineken, YouGov, AB InBev, Adidas & Caterpillar $rr $heia $you $abi $ads $cat

    E194 - Ibstock, Entain, Hargreaves Lansdown, Tritax, Coca-Cola HBC & Disney

    Play Episode Listen Later Aug 14, 2024 37:47


    In this episode we discuss Ibstock, Entain, Hargreaves Lansdown, Tritax Big Box REIT, Coca-Cola HBC & Disney

    E193 - Greggs, Next, Diageo, Haleon, Games Workshop & MasterCard

    Play Episode Listen Later Aug 6, 2024 32:32


    In this episode we discuss Greggs, Next, Diageo, Haleon, Games Workshop & MasterCard. $grg $nxt $dge $hln $gaw $ma

    E192 - BAT, Airtel Africa, Unilever, Mony Group, Reckitt & PayPal

    Play Episode Listen Later Jul 31, 2024 44:38


    In this episode we discuss British American Tobacco, Airtel Africa, Unilever, Mony Group, Reckitt Benckiser & PayPal $bats $aaf $ulvr $mony $rkt $pypl

    E191 - Burberry, Ocado, Frasers, Trustpilot, Aston Martin & Neflix

    Play Episode Listen Later Jul 23, 2024 35:14


    In this episode we discuss Burberry, Ocado, Frasers Group, Trustpilot, Aston Martin Lagonda & Neflix $brby $ocdo $fras $trst $aml $nflx

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