The Investor Way is a weekly investing podcast focused on UK stocks and shares.
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 $jd.#dge #mab #grg #cwk #mks #jd.
In this episode Sam interviews Matt who who goes by his X handle UK Dividend Investor (X - @UKDivInvestor).Matt is 32 from North East Essex, (no association with TOWIE). Matt began investing in the latter part of 2022, initially using MoneyBox, having reached a point in his career where he had some spare cash. Whilst using MoneyBox they started offering the opportunity to invest in individual stocks, Matt opted to invest in Apple. After a few months Matt received a dividend from Apple, subsequently did a bit of research and found that dividend investing resonated with him. Matt now hosts his own podcast, the UK Dividend Investor podcast, which you can find here.
In this episode we discuss Imperial Brands, Auction Technology Group, Burberry, Sage, TUI & Upwork$imb $atg $brby $sge $tui1 $upwk#imb #atg #brby #sge #tui1 #upwk
In this episode we discuss Aston Martin Lagonda, Novo-Nordisk, Airtel Africa, Rightmove, AB InBev & Disney$aml $rmv $aaf $novob $abi $dis#aml #rmv #aaf #novob #abi #dis
In this episode we discuss Associated British Foods, BP, Entain, Whitbread, Haleon & PayPal$abf $bp $ent $wtb $hln $pypl#abf #bp #ent #wtb #hln #pypl
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.
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.
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.
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.
In this episode we discuss Tesco, JD Sports, Sainsburys, ASML, Heineken & Match Group$tsco $jd. $sbry $asml $heia $mtch#tsco #jd. #sbry #asml #heia #mtch
In this episode James at Quality Compound (X - @QualityCompound) returns to the show to discuss how his portfolio has performed since his last appearance, his changes in philosophy and the stocks in it.
James at QualityCompound will be returning for a catch up interview in our next episodes. We are therefore re-releasing his previous interviews for anyone who wishes to listen prior to his latest episode.This episode was originally published in November 2022. In this episode James at Quality Compound (Twitter - @Quality Compound) returns to the show to discuss his portfolio and the changes since his last interview (episodes 62 & 64). Companies discussed include Games Workshop, Axon, PayPal, JD Sports, Fevertree, Boohoo, Safestore, Darktrace and plenty of others.$gaw $pypl $axon $jd $fevr $boo $safe $dark
James at QualityCompound will be returning for a catch up interview in our next episodes. We are therefore re-releasing his previous interviews for anyone who wishes to listen prior to his latest episode.This episode was originally published in December 2021. In this episode the Twenties Trader returns to discuss his portfolio with Sam and the family portfolio he manages.The companies discussed include Games Workshop, Fevertree, Boohoo, Gamma Communications, Team 17, JD Sports, Adidas, Peloton, Unilever, Diageo, LSE & Darktrace.
James at QualityCompound will be returning for a catch up interview in our next episodes. We are therefore re-releasing his previous interviews for anyone who wishes to listen prior to his latest episode.This episode was originally published in November 2021. The Twenties Trader is a stock market enthusiast, investing in companies in the UK, Europe and the US. The Twenties Trader runs an investment research service, www.thetwentiestrader.com where readers can enjoy thoughtful analysis of companies across various sectors and geographies alongside the option to subscribe to his premium service with portfolio alerts and in-depth research.The Twenties Trader's mission is to share his journey in the stock market and shine a light on interesting opportunities to the benefit of his readers. Most importantly to provide a reliable and trusted platform for readers to access stock market insights.The Twenties Trader bought his first stock in 2013 and has built his portfolio gradually throughout years at university and continued to build his holdings during his working career (as a commercial manager in pharma). Now The Twenties Trader manages a personal portfolio and a larger portfolio on behalf of his family.
In this episode we discuss the recent Orange Swan event and market reactions to tariffs. The stocks in this episode include Novo-Nordisk, AirBnB, Disney, Pepsi, Fiverr, Docusign and Etsy#novob #abnb #dis #pep #fvrr #docu #etsy$novob $abnb $dis $pep $fvrr $docu $etsy
In this episode we discuss Next, Gamma Communications, Fevertree, Aptitude Software, A G Barr & Nike$nxt $gama $fevr $aptd $bag $nke#nxt #gama #fevr #aptd #bag #nke
In this episode we discuss J D Wetherspoons, Savills, Carnival, Boohoo, Prudential, & Trustpilot$jdw $svs $boo $ccl $pru $trst
In this episode we discuss Persimmon, Dominos, Berkeley Group, Supermarket Income REIT, Legal & General, & Deliveroo$psn $dom $bkg $supr $lgen $roo
In this episode we discuss Tritax Big Box REIT, ITV, Rolls-Royce, Ibstock, London Stock Exchange Group & Sea Limited$bbox $itv $lseg $ibst $rr. $se
In this episode we discuss Haleon, Rightmove, Primary Health Properties, Wilmington, Taylor Wimpey & Nvidia$hln $rmv $php $wil $tw. $nvda
In this episode we discuss Nestle, Smith & Nephew, BAE Systems, Mony Group, Centrica & Alibaba$nesn $sn. $ba. $mony $cna $baba
In this episode Unilever, RELX, British American Tobacco, Coca-Cola Helenic Bottling Company, Barratt Redrow & Etsy$bats $relx $btrw $cch $ulvr $etsy
In this episode we discuss AstraZeneca, Diageo, GSK, Vodafone, Novo Nordisk & Disney$azn $dge $gsk $vod $novob $dis
In this episode we discuss LVMH, Airtel Africa, Pets at Home, Patria Private Equity Trust, Shell & PayPal$mc $aaf $pets $ppet $shel $pypl
In this episode we discuss Persimmon, Games Workshop, Taylor Wimpey, Fevertree, Experian & Netflix $psn $expn $tw. $fevr $gaw $nflx
In this episode we discuss Marks & Spencer, Greggs, Tesco, Agronomics, Sainsbury's & Etsy $mks $grg $tsco $anic $sbry $etsy
In this episode we review our £1m fantasy portfolio and its performance after 4 full years and consider any changes going into year 5.
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.
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.
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.
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.
In this episode we discuss Bunzl, Baltic Classifieds Group, Carnival, Supreme, Hollywood Bowl & Ashtead $bnzl $bcg $ccl $sup $bowl $aht
In this episode we discuss Frasers Group, Aviva, DS Smith, YouGov, AJ Bell & Zoom Communications $fras $av. $dlg $smds $you $ajb $zm
In this episode we discuss Halfords, Cranswick, Boohoo, Auction Technology Group, Pets at Home & PayPal $hfd $cwk $boo $atg $pets $pypl
In this episode we discuss JD Sports, Airtel Africa, Imperial Brands, Pershing Square, Direct Line & Workday $jd. $aaf $imb $psh $dlg $wday
In this episode we discuss AstraZenica, Burberry, Games Workshop, Vodafone, Kainos Group & Disney $azn $brby $gaw $vod $knos $dis
In this episode we discuss ASOS, AutoTrader, Taylor Wimpey, Novo Nordisk, Persimmon & Fiverr $asos $auto $tw. $novob $psn $fvrr
In this episode we discuss Haleon, Coca-Cola HBC, GSK, Aston Martin Lagonda, AB InBev & Upwork $hln $cch $abi $aml $gsk $upwk
In this episode we discuss the latest budget from Chancellor Rachel Reeves and the impact on both investors and investments.
In this episode we discuss Bunzl, Unilever, NatWest Group, Reckitt Benckiser, Barclays & Coca-Cola $bnzl $ulvr $nwg $rkt $barc $ko
In this episode we discuss LVMH, Whitbread, ASML, Mony Group, Nestle, Netflix $mc $wtb $asml $mony $nesn $nflx
In this episode we discuss Greggs, AG Barr, Tesco, JD Sports, Tui & PepsiCo $grg $bag $tsco $jd. $tui1 $pep
In this episode we discuss Barratt Redrow, Rightmove, Fevertree, Trustpilot, Next & Nvidia $btrw $fevr $nxt $rmv $trst $nvda
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.
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.
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.
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.
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.
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.
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