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8 episodes with fundsmith
7 episodes with fundsmith
4 episodes with fundsmith
4 episodes with fundsmith
2 episodes with fundsmith
3 episodes with fundsmith
2 episodes with fundsmith
3 episodes with fundsmith
2 episodes with fundsmith
Sean Farrington's joined by the founder & chief exec of Fundsmith to talk Warren Buffet. And after India agrees a trade agreement with the UK we find out just what that means. Plus - has Marks lost its 'Spark'?! More than two weeks after that major cyber attack Wake Up To Money looks at what that means for the brand's reputation.
En el capítulo de esta semana doy un repaso a las diferentes posiciones en bonos y principalmente acciones donde invierten nuestros fondos de inversión favoritos. Repasamos las últimas cartas trimestrales con las principales posiciones de compañías en cartera. Magallanes, Valentum, Equam, Nartex, Buy&Hold. Morgan Stanley Global Brands. Fundsmith. BNY Mellon Long Term. Bestinfond. Repasamos varias tesis de inversión en compañías. Analizamos las principales posiciones invertidas en fondos de renta variable. Visto todo desde el punto de vista empresarial, un inversor en fondos tiene que ser consciente que está invirtiendo en empresas, muchas de ellas globales que se adaptan a todo tipo de situaciones a lo largo de su vida. Si te ha gsutado el programa te agradezco le des un like en la aplicación donde lo estés escuchando para que de esta manera este contenido informativo y divulgativo pueda llegar a mas gente. Para cualquier duda o consulta sobre este Podcas mi email es: eusgomez@gmail.com
In this episode, William Green chats with British investing legend Terry Smith. Terry, a member of Bloomberg's index of billionaires, manages the Fundsmith Equity Fund, which is the UK's largest stock fund. Since 2010, it's returned more than 600%, beating the MSCI World Index by over 200 percentage points. Here, Terry talks in depth about the skills, personality traits, & principles that catapulted him from poverty to the pinnacle of the investing world. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:01 - How Terry Smith was shaped by poverty & violence. 35:17 - How he achieved fame by exposing financial deception. 39:26 - What he looks for when identifying great businesses. 46:54 - Why many of his favorite companies are 100 years old. 51:56 - Which sectors he shuns & which he likes. 58:42 - How Microsoft embodies what he loves in a business. 1:00:29 - Why it's worth paying up for the best companies. 1:20:15 - Why the US is his favorite place to invest. 1:21:44 - How being a CEO made him a better investor. 1:32:07 - What he learned from Sir John Templeton. 1:35:46 - Why he refuses to speak with brokers or read their research. 1:40:30 - Why it's hard to be successful professionally & personally. 1:52:46 - Why he's deeply skeptical about Tesla. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Terry Smith's investment firm, Fundsmith. Terry Smith's book, Investing for Growth. Terry Smith's book, Accounting for Growth. William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Netsuite Unchained Hardblock Found Fintool The Bitcoin Way Vanta Onramp TurboTax PrizePicks Vanta Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Returning a second time in the IC Interviews hot seat, Terry Smith is one of the biggest names in the investing world. Having set up the eponymous Fundsmith in 2010, he now manages more than £22bn of British savers' money and has had his fair share of celebration and criticism.Funds editor Dave Baxter and Smith unpack everything from Magnificent Seven stocks and the effect of weight-loss drugs on stock markets, to consumer staples and the reason Smith doesn't want to own market favourite, Nvidia.Also, find out what quality Smith looks for in companies and fund managers, plus why the fund's allocation to UK stocks is so minimal. Timestamps00:38 Magnificent Seven stocks3:52 Nvidia 6:41 AI08:57 Consumer staples and weight-loss drugs12:06 Novo Nordisk17:36 What he looks for in companies 20:23 Nike 22:07 Asset allocation and share buybacks24:48 UK companies and Asia 29:19 Financials 30:27 Judging when there's a crisis versus a mispricing 35:09 Criticisms of the buy and sell process39:44 Atlas Copco 41:44 Next and Autotrader Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you're not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only. Hosted on Acast. See acast.com/privacy for more information.
Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvy1&url=%2Fen%2Fwhyib%2Foverview.php https://www.patreon.com/GlobalValue Terry Smith owns 40 stocks in his portfolio worth $24.5 billion dollars in his Fundsmith Stock Portfolio. In this video we're covering his top 10 biggest positions. Starting with #10, Marriott. Terry Smith, is the founder, and CEO of Fundsmith. He's been called "the English Warren Buffett" for his style in growth investing. He is an author and he wrote the book „Investing for Growth: How to make money by only buying the best companies in the world Terry Smith's investment portfolio showcases a strategic selection of robust stocks, reflecting his focus on sustainable growth and market leadership. Each of his investments embodies core tenets such as innovation, market dominance, and adaptability—key attributes that can appeal to a broad base of potential investors tuned into resilient stocks for their own portfolios. Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos! - TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue - Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ - Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) - Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue #terrysmith #terrysmithportfolio #terrysmithstocks #fundsmith #fundsmithportfolio #msftstock #metastock #googlestock #stocks2024 #stockmarket2024 #hedgefund #stocks #superinvestors #investing2024 #investing #stockportfolio #portfolio #portfoliodeepdive #investmentstrategies
Want to support Global Value? https://www.patreon.com/GlobalValue Terry Smith owns 40 stocks in his portfolio worth $24.5 billion dollars in his Fundsmith Stock Portfolio. In this video we're covering his top 10 biggest positions. Starting with #10, Marriott. Terry Smith, is the founder, and CEO of Fundsmith. He's been called "the English Warren Buffett" for his style in growth investing. He is an author and he wrote the book „Investing for Growth: How to make money by only buying the best companies in the world Terry Smith's investment portfolio showcases a strategic selection of robust stocks, reflecting his focus on sustainable growth and market leadership. Each of his investments embodies core tenets such as innovation, market dominance, and adaptability—key attributes that can appeal to a broad base of potential investors tuned into resilient stocks for their own portfolios. Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos! - TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue - Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ - Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) - Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue #terrysmith #terrysmithportfolio #terrysmithstocks #fundsmith #fundsmithportfolio #msftstock #metastock #googlestock #stocks2024 #stockmarket2024 #hedgefund #stocks #superinvestors #investing2024 #investing #stockportfolio #portfolio #portfoliodeepdive #investmentstrategies
Send us a textIn this episode of Financial Planner Life, Chris Ball (CEO of Hoxton Wealth) steps in as host while Terry Smith, CEO of Fundsmith (and often referred to as the UK's answer to Warren Buffet), shares his fascinating journey from a career at Barclays Bank to becoming a widely known financial services disruptor! Starting in banking, he worked his way through various finance roles, gaining life-long insights into investments and markets. His entrepreneurial spirit led him to leave the banking sector, jumping into the world of brokerage despite the shock of his colleagues.Terry discusses his pivotal decision to publish the controversial paper "Accounting for Growth," which ultimately cost him his job and made him "unemployable" but opened the door to entrepreneurship. He reflects on the importance of integrity, emphasising the need for honesty in business, but also makes it clear that he is a capitalist who believes in creating both value and profit.Living in Mauritius and experiencing life as an expat, Terry shares personal stories from managing businesses, including the importance and challenges of building trust with employees. He compares the leadership styles of running a business and managing investment portfolios, pointing out that most people in finance don't excel in both. Does Terry? Throughout the conversation, Terry offers valuable advice to aspiring fund managers, stressing the importance of patience, proper training, and sticking to a disciplined investment approach. He also shares his thoughts on top investment sectors, while reflecting on the moments that shaped his career and how starting Fundsmith brought him the most fulfilment.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.
► Get a free share! This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! https://www.trading212.com/Jdsfj/FTSE ► Get 15% OFF Finchat.io: Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: How far is Cumbernauld from Hull City Centre? Find out on this week's PlayingFTSE Show! There's lots to talk about on this week's show. Steve and Steve have had a good week in the markets and are dying to talk about it. It's no secret that the London Stock Exchange has been struggling to attract listings lately with the likes of Arm, TUI, and Flutter looking elsewhere. But the FCA has some ideas for how to change this. A raft of measures have been announced including removing market cap restrictions and relaxing profitability requirements, but will any of them work? Steve and Steve have some ideas. Earnings season in the US has kicked off and – as usual – Steve W has been looking at the banking sector. Wells Fargo, Citigroup, and J.P. Morgan have all reported earnings with more to come. Despite beats almost across the board, the stocks are all down. But is a rise in investment banking revenue something for shareholders to get excited about over the next few months and years? Terry Smith has been catching investors up on the progress of Fundsmith's results. The UK's Warren Buffett has been underperforming the S&P 500 – but he has a good reason. Not owning Nvidia has led a lot of investors to miss out on some spectacular returns. But Steve D is doubtful that this is the only reason for the fund's underperformance over the last year. A.J. Barr is a stock we haven't spoken about on the podcast before – at least, not in any depth. But Steve W thinks it might be an interesting opportunity at the moment. As the company embarks on its ‘margin rebuild' programme after a 2022 acquisition, earnings are set to rise. Could that – plus some multiple expansion – generate a 30% return by the end of 2026? Only on this week's PlayingFTSE Podcast! ► What We Consumed This Week: ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?) ► Timestamps: 0:00 INTRO & OUR WEEKS 10:25 FCA CHANGES 23:48 US BANKS 38:01 TERRY SMITH UNDERPERFORMS 50:36 AG BARR ► Show Notes: What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com
We begin this week's episode with a rundown of industrial metal price movements. From copper's boom, Russian sanctions and the price of gold, our commodities correspondent Alex Hamer reveals what investors need to know on all things metal.A change in fate has swept across one of the UK's most well-known and loved funds: Fundsmith Equity. It has not beaten its benchmark for the past three years, bringing a concerning end to its long run as a high-growth fund. Dave Baxter talks about the shifts in the portfolio over the past decade, analyst criticism, Terry Smith's response and more of what readers can expect from this week's cover feature.Last but not least, our senior companies reporter Jennifer Johnson unpacks our result of the week: Asos (ASC). The fast fashion retailer released interim results which show the outlook is still underwhelming. Its plan to reduce unsold merchandise panned out but resulted in falling margins. Is there any hope for the company and those holding it in their portfolio? Associate editor Alex Newman and companies editor Mark Robinson also join the conversation to share their take on the latest market news.1:30 Industrial metals 11:51 Fundsmith equity 22:35 Asos (ASC) Hosted on Acast. See acast.com/privacy for more information.
Bienvenidos a Salud Financiera. Un programa en directo diario dónde puedes aprender y preguntar sobre finanzas personales y mercados financieros. Disfruta de sus secciones y atrévete a preguntar lo que siempre has querido saber de forma gratuita. En este episodio #74 hablamos sobre la Burbuja inmobiliaria españolaDebatiremos acerca de la conferencia anual de Fundsmith y el SmithsonEn la sección del curso de bolsa diario hablaremos del Coste de Capital Promedio o WACCNo te pierdas nada de nuestra comunidad: https://linktr.ee/misaludfinancieraCURSO de Inversión en ETFs ya Disponible: https://go.hotmart.com/U91482169Y
Bienvenidos a Salud Financiera. Un programa en directo diario dónde puedes aprender y preguntar sobre finanzas personales y mercados financieros. Disfruta de sus secciones y atrévete a preguntar lo que siempre has querido saber de forma gratuita. En este episodio #64 hablamos sobre las reglas que propone Burton Malkiel para ser un inversor racionalDebatiremos acerca del nuevo Fondo Naranja Bolsa Garantizado y sobre la rebaja del rating de Fundsmith por parte de MorningstarEn la sección del curso de bolsa diario hablaremos sobre el CAPEXNo te pierdas nada de nuestra comunidad: https://linktr.ee/misaludfinancieraCURSO de Inversión en ETFs ya Disponible: https://go.hotmart.com/U91482169Y
On this episode of Chit Chat Stocks, Ryan and Brett analyze the British investment fund called Fundsmith and its founder Terry Smith. We go through: (00:00) Introduction and Background (02:19) Buy Right and Sit Tight (03:18) Don't Over Diversify (04:16) About Terry Smith (08:55) Margin of Safety (16:14) Fundsmith Performance (26:09) Criteria for Good Companies (32:57) Businesses Resilient to Change (39:55) Do Performance Fees Work? (41:36) Fee Structures and Performance Fees (44:50) 10 Rules for Investors (49:43) FundSmith Holdings (54:20) Portfolio Management and Strategy (01:00:45) Fundsmith's Standout Features (01:03:16) Replicability and Outperformance ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Public.com just launched options trading, and they're doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade. -Earn $0.18 rebate per contract traded -No commission fees -No per-contract fees By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You'll know exactly how much they make from each trade because they literally give you half of it. Activate options trading at Public.com/chitchatstocks by March 31 to lock in your lifetime rebate. Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this week's AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson dig into Nvidia's barnstorming results which have put a rocket under stock markets, including new record highs in Japan and Europe. It was a mixed picture for UK banks with HSBC shares plummeting the most since the pandemic after a cocktail of negative factors in its results. The team also weigh up the key points from Lloyds, Barclays and NatWest from their latest results. Dan chats to Fundsmith Equity Fund manager Terry Smith and head of research Julian Robins about why they are excited by a certain stock in the pharmaceutical sector as weight-loss drugs take off. Danni catches up with former Dragon Sarah Willingham and her husband Michael Toxvaerd about expanding their Nightcap empire at a time that hospitality is struggling. The podcast team also discuss the potential headroom in the Chancellors' budget which could give the green light to pre-election tax cuts, why the governor of the Bank of England thinks the UK recession is already behind us, and the new bank notes featuring King Charles coming to a wallet near you in the next few months.
This episode investigates which stocks super-investor Terry Smith from Fundsmith and Smithson Investments funds has been buying recently, and why he might have been buying those particular stocks. Terry Smith hedge fund, Terry Smith Investing For Growth, Terry Smith investor, smithson investment fund, fundsmith, Terry Smith fund, Terry Smith, Terry smith Fundsmith, Fundsmith investment fund, Fundsmith Equity Fund. Recent related episode: Michael Burry & These Super Investors Are Buying Alibaba & JD Stock https://youtu.be/JgFtAYQrnLg Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Recommended investing book: Investing for Growth: How to make money by only buying the best companies in the world by Terry Smith (referral link) https://amzn.to/3OK0iu4 I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
This episode investigates which stocks super-investor Terry Smith from Fundsmith and Smithson Investments funds has been buying recently, and why he might have been buying those particular stocks. Terry Smith hedge fund, Terry Smith Investing For Growth, Terry Smith investor, smithson investment fund, fundsmith, Terry Smith fund, Terry Smith, Terry smith Fundsmith, Fundsmith investment fund, Fundsmith Equity Fund. Recent related episode: Michael Burry & These Super Investors Are Buying Alibaba & JD Stock https://youtu.be/JgFtAYQrnLg Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Recommended investing book: Investing for Growth: How to make money by only buying the best companies in the world by Terry Smith (referral link) https://amzn.to/3OK0iu4 I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Our guest today has been referred to as "the English Warren Buffett" for his style and success in investing. His book, published in 1992, Accounting for Growth, and its ensuing controversy helped propel it to the top of the bestsellers chart, displacing Stephen Hawking's 'A Brief History of Time' from the No.1 spot. He's been head of research, CEO of a public company, a former top banks analyst (who won't own a bank in his fund), and is now highly respected Founder and CIO at the global equity fund manager, Fundsmith. Terry details his progress through finance, including how he examines inconsistencies and checks cash flows. He explains why he believes you cannot be successful in investing unless you break out from the crowd. He then describes the genesis of Fundsmith, its mission “to run the best fund ever; by which we mean the one with the highest return over the long term adjusted for risk.” He then details what he looks for in the companies he selects, red lines, distrusting management gloss and why he believes that equities beat bonds over the long term. Lots to learn! The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and IFM Investors. Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube
► Episode Notes: Who's underperformed Steve D, Steve W, and the S&P 500? Find out on this week's PlayingFTSE Show! With earnings coming through from the US banks, Steve and Steve are thinking about the next few weeks and months. Both are sharing their thoughts on stocks and investing this week. Steve D has been thinking about scandals, Ponzi schemes and central banking in Lebanon. There's a great 25 minute podcast (not ours) for someone else to listen to this week. Steve W has been taking a look at Terry Smith's annual letter to investors. There's a lot in it, in terms of an outlook on AI, a view on investment fees, and some insights on buying stocks at high P/E ratios. Are covered call ETFs something that either Steve would consider investing in? Probably not, but Steve W has an overview of the concept and Steve D has some reasons for sticking to equities, rather than moving into options via an ETF. Progyny is a stock that both Steves have looked at before. But Steve D thinks things have been coming along over the last few years and the stock looks like a viable investment – is there anything to dislike about the company, or is this one of the opportunities of the year? Only on this week's PlayingFTSE Podcast! ► What We Consumed This Week: Terry Smith: https://www.fundsmith.co.uk/media/31plodnq/2023-fef-annual-letter-to-shareholders.pdf Behind The Money: https://www.ft.com/content/e23a27fb-67f8-4558-b1ff-445ca87f03d3 ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?) ► Get a free share! Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp ► Timestamps: 0:00 Introduction 6:42 Lebanon's Central Bank 15:30 Terry Smith Fundsmith Letter 30:32 Covered Call ETF's 47:30 Progyny ► Show Notes: What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com
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Another one in the series - With so many people emailing me about how come their pensions are up 0% in the past few years yet the US market is up 55% (Nasdaq), I've analysed their portfolios for my series "Why Your Pension Fails" based on common funds they are holding to explain to them where their returns are NOT coming from. For your pension analysis: www.alpeshpatel.com/links Join My Private Great Investments Programme www.alpeshpatel.com/shares Risk warning: None of this is individual advice and all investing is risky This is part of my www.campaignforamillion.com to teach a million people to be better investors and make an extra million in their pensions as a result across their lifetimes. Follow me on LinkedIn: https://lnkd.in/e9FFsybJ Follow my YouTube channel: https://www.youtube.com/channel/UChJeyFshCmwND6-aY3pSs3Q ------------------------------------------------------------------ RESOURCES & LINKS ------------------------------------------------------------------ https://www.pipspredator.com https://www.investing-champions.com https://www.trading-champions.com #tradingonline #investing #trading #pipspredator #alpeshpatel #business Subscribe to my newsletter for more tips: https://www.alpeshpatel.com/blogsignup Subscribe to my Telegram channel for daily market information: https://t.me/pipspredator Follow me on my LinkedIn Page: https://www.linkedin.com/in/alpeshbpatel/ Join my Facebook community: https://www.facebook.com/tradefx4profit Follow more free resources including my book from www.investing-champions.com and www.alpeshpatel.com My daily insights are on my instant messenger app - also free. Alpesh Patel OBE
Warren Buffett, přezdívaný pro svůj „investiční čuch“ Věštec z Omahy, nebo Michael Burry, který předpověděl hypoteční krizi. Jejich úspěch okopírovat nelze, tady jsou ale dva investoři, jejichž portfoliem se inspirovat jde.Drobný všednodenní luxus, který si lidé neodpustí, ani když přijde krize. Čokolády, pivo, cigarety. Značky jako Nestlé, Heineken nebo výrobce alkoholu Pernod Ricard o tom vědí své – stejně jako sedmdesátiletý Američan Thomas Russo, který stojí v čele investiční společnosti Gardner Russo & Quinn.Ve své investiční strategii se zaměřuje téměř výhradně na globální značky, spíše na spotřební zboží a na rodinné byznysy. „Nestlé, Richemont, Heineken, Philip Morris, výrobce alkoholu Pernod Ricard jsou osvědčené mnoha dekádami různých prostředí a turbulencí a dokážou všechny přežít,“ vypočítává přednost této strategie Daniel Gladiš v investičním podcastu Ve vatě.V portfoliu má Russo i giganty jako jsou Mastercard, Alphabet nebo Berkshire Hathaway. „Těm firmám se daří relativně dobře za každých okolností. Jestli jsou sazby úrokově vysoké nebo nízké, jestli je inflace velká, malá, jestli je globální recese nebo boom, tak ty firmy vždycky mají obrovskou odolnost a vždycky přežijí. Protože zpravidla mají vysoké zisky kapitálu, nepotřebují moc dluhové financování, v každém z těch období si ty ceny akcií vedou lépe,“ analyzuje investor z Vltava Fund SICAV.Britský BuffettVelmi dobře replikovatelná drobnými investory je také strategie Terryho Smithe, kterému se přezdívá „britský Buffett“. Od roku 2010 stojí v čele asset managementu fondu Fundsmith, který má ve správě 22 miliard dolarů.„Jeho strategie je založená na nákupu high quality business s vysokým výnosem investovaného kapitálu, s malým dluhem. Hlavní pozice jsou v Microsoftu, ve výrobci lékařských technologií Stryker, dále Meta, Philip Morris, Visa,“ vyjmenovává Gladiš.Smithovi kritici říkají, že akcie, které drží a kupuje, jsou za těch 13 let, co Fundsmith existuje, čím dál tím dražší. „Metriky jako výnos nebo cash flow tak vycházejí horší,“ vysvětluje Gladiš.Buffett sedí na cashiWarren Buffett, zakladatel společnosti Berksihre Hathaway a podle Forbesu taky pátý nejbohatší člověk na světě, dosahuje od roku 1965 průměrného ročního zhodnocení přes 20 procent. Index S&P 500 je proti Buffettovi zhruba na polovině. Svým akcionářům dokáže investor vydělat víc peněz než průměrný trh, ale přesto podle Gladiše není ideální vzor k následování.Z jeho transakcí se nedá moc usuzovat, protože není klasický portfolio manažer, ale řídí obrovskou korporaci.„Berkshire Hathaway má dvě části. Jedna je neveřejná, kde jsou podíly ve firmách, co se neobchodují, různé pojišťovny, železnice, energetické společnosti. A jen ta druhá, která má asi 500 miliard dolarů, je tvořena investicemi do veřejně obchodovatelných titulů. Jeho cíl není dosáhnout nejvyššího výnosu na části veřejného portfolia, ale vždycky musí hledět na to, jaké závazky a potřeby má ta druhá část,“ vysvětluje Gladiš.Buffett taky drží hodně hotovosti, zejména ve státních pokladničních poukázkách se splatností kratší než jeden rok. „To je asi aktuálně to nejlepší, co se s hotovostí dá dělat. Tam mu to nese 5,40 procenta ročně, ročně mu to dá nějakých osm miliard na úrocích.“Aktuálně má Warren Buffett v hotovosti 157 miliard dolarů, což je zhruba 3,6 bilionu korun. Ještě nedržel „v cashi“ více. Podle Gladiše to však neznačí, že by „věštec z Omahy“ cítil ve vzduchu další krizi.„Ta částka je sice velká, ale je to jenom asi 15 procent aktiv celého Berkshire. Za druhé tam má hodně velkých pojišťoven a kdyby byly nuceny vyplácet velké škody, chce mít dost hotovosti.“Buffett má hodně koncentrované portfolio. „Jeho oblíbená doba držení akcií je ‚navždy‘, jak říká,“ uvedl Gladiš.Apple zaujímá celou polovinu portfolia, což je asi 160 miliard dolarů. Dalšími tituly jsou Bank of America, American Express, Coca Cola. V posledních letech nakoupil ropné společnosti Chevron a Occidental Petroleum.„V den svých 90. narozenin koupil pět tzv. sogo shosha, to jsou obchodní společnosti, z nichž některé mají historii delší než 100 let,“ uvedl Gladiš.Zbohatl na příchodu velké krizeAmerického investora Michaela Burryho proslavila jeho „sázka na nejistotu“, jak zní český titul filmu The Big Short, který o jeho zbohatnutí pojednává.„Před finanční krizí v roce 2008 včas vypozoroval, že nemovitostní trh v Americe je v obrovské bublině a že je na něj navázaná spousta finančních derivátů, které jsou riskantní a předražené. A tak do nich investoval tak, aby vydělal, když hodně poklesnou,“ popisuje Daniel Gladiš.Když se nemovitostní trh v Americe zhroutil, získal svým klientům 700 milionů a sám pro sebe 100 milionů dolarů. Kdo by se chtěl inspirovat portfoliem jeho fondu Sion, bude patrně zklamán.„Nemá žádnou vypovídací hodnotu, každého čtvrt roku ho téměř celé obmění. Vyprodá tři čtvrtiny všech akcií a koupí za to úplně jiné,“ popisuje Gladiš. Jeho následovatelé by pak nakupovali s velkým zpožděním, kdy už Burry zmíněné akcie ani v portfoliu nemusí mít. Aktuálně má nejvíce peněz u automobilového koncernu Stellantis.Poslechněte si celou epizodu. Ve vatě. Podcast novinářky Markéty Bidrmanové. Poslechněte si konkrétní rady investorů a odborníků na téma investic, inflace, úvěrů a hypoték. Finanční „kápézetka“ pro všechny, kterým nejsou peníze ukradené. Vychází každý čtvrtek. Poslouchejte na Seznam Zprávách, Podcasty.cz nebo ve všech podcastových aplikacích. V podcastu vysvětlujeme základní finanční pojmy a principy, nejde ale o investiční poradenství. O čem byste chtěli poslouchat příště? Co máme zlepšit? A co naopak určitě neměnit? Vaše připomínky, tipy i výtky uvítáme na adrese audio@sz.cz.
Esta semana os traigo todas las consultas que me han llegado durante el verano, Hablamos sobre fondos Indexados, fondos Value, Fondos de mercados emergentes, Renta fija, Al principio del programa doy una pincelada sobre la noticia relevante de ayer, en la cual el BCE subio los tipos de interés a máximos historicos. Algunos ISIN de fondos comentados. FUNDSMITH, LU0690375182 Guinnes Global Equity IE00BDGV0290 MS Asia Opportunities LU2295319219 Sextant Asie FR00140023U1 Matthews China Small Caps LU0721876364 Fidelity China Consumer LU0594300096 Si te ha gustado el programa te agradezco le des un like en la aplicación para que de esta manera este contenido informativo y divulgativo pueda llegar a mas gente. Para cualquier consulta mi email es : eusgomez@gmail.com
The topics, stocks and shares mentions / discussed include: Special guest Golden days of investing Nvidia / NVDA ARM IPO FundSmith Equity / Terry Smith Blue Whale Growth Fund / Stephen Yiu Slater Growth Fund Corporate Bonds Gilts Regular savings & Investments Bango / BGO Surface Transforms / SCE Glantus Holdings / takeover / GLAN Microlise / SAAS Chipotle Mexican Grill Inc / CMG Medpace / MEDG Crest Nicholson / CRST Investing opportunities in housebuilders? Persimmon / PSN Barrett Development / BDEV / Vistry / VTY Fulcrum Utility / FRCM ARM IPO AIM market woes Dividends Funds Investment Trusts FTSE Risk Sheffield United Football Club / SUFC Harriman House books Powder Monkey Brewing Co 5% discount code : TWINPETES Menphys Charity Appeal please make a donation on the TwinPetes Investing Challenge 2023 Just Giving Page Kindness / Charity Investing Trading & more The Twin Petes Challenge 2023 / Charity fundraise for the MENPHYS Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help. JUST GIVING TWIN PETES FUNDRAISING FOR THE MENPHYS CHARITY https://www.justgiving.com/fundraising/twinpeteschallenge23 Thank you. The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on the WheelieDealer website . Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.
I recently listened to a very interesting video from Terry Smith of Fundsmith about valuations and the role they play on long term results. So I thought it would be interesting to create an episode on the topic because I think you'll find the answer to this question very surprising. I hope you enjoy the content! This episode was originally broadcast on my YouTube channel if you'd prefer to consume the content in video format you can use the link below https://youtu.be/TR6dlh2GPfY M1 Finance referral link: https://m1.finance/UNbCUpuP36lm Here is a link to my YouTube channel if you'd like to see more content from me https://www.youtube.com/c/LongacresFinance And a link to my Patreon page if you feel inclined to support the channel https://www.patreon.com/LongacresFinance Disclaimer: This is intended for entertainment purposes only and should not be taken as investment advice.
In this video, we'll perform an EL stock analysis and figure out what the company looks like based on the numbers. Is The Estée Lauder Companies Inc. one of the best dividend growth stocks to buy at the current price? The Estée Lauder Companies Inc. is a top 5 position in Terry Smith's Fundsmith portfolio, on this video we discuss some of what he sees in the business. Find out in the video above! Global Value's The Estée Lauder Companies Inc. stock analysis. Check out Seeking Alpha Premium and score an annual plan for just $119 - that's 50% off! Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) The Estée Lauder Companies Inc. ($EL) | The Estée Lauder Companies Inc. Stock Value Analysis | The Estée Lauder Companies Inc. Stock Dividend Analysis | EL Dividend Analysis | $EL Dividend Analysis (Recorded July 15, 2022) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0. ➢ http://creativecommons.org/licenses/b... ➢ https://www.youtube.com/watch?v=sQCuf... 8 Pillar Analysis Props to Everything Money ➢ https://www.youtube.com/c/EverythingMoney
In this video, we'll perform a VRSN stock analysis and figure out what the company looks like based on the numbers. VeriSign is owned by both Fundsmith and Berkshire Hathaway. We'll also try to figure out what a reasonable fair intrinsic value is for VeriSign. And answer is VeriSign one of the best stocks to buy at the current price? Find out in the video above! Global Value's VeriSign, Inc. stock analysis. Check out Seeking Alpha Premium and score an annual plan for just $119. Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) VeriSign, Inc. ($VRSN) | VeriSign, Inc. Stock Value Analysis | VeriSign, Inc. Stock Dividend Analysis | VRSN Dividend Analysis | $VRSN Dividend Analysis | VeriSign, Inc. Intrinsic Value | VRSN Intrinsic Value | $VRSN Intrinsic Value | VeriSign Intrinsic Value | VeriSign, Inc. Discounted Cash Flow Model | VeriSign, Inc. DCF Analysis | VRSN Discounted Cash Flow Analysis | VRSN DCF Model #VRSN #VeriSign #VRSNstock #VeriSignstock #stockmarket #dividend #stocks #investing #valueinvesting (Recorded March 4, 2023) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0. ➢ http://creativecommons.org/licenses/b... ➢ https://www.youtube.com/watch?v=sQCuf...
I discuss the reasons why investor and Fundsmith fund manager Terry Smith doesn't ever invest in bank shares, even though he's an expert banking analyst. Related episodes: Playlist: Banking Crisis of 2023 - Bank Investing https://youtube.com/playlist?list=PLrNjj1l3MS7U__0khQp2P80FTAEgYFaFn Using a referral link below helps support the pod, thanks! Terry Smith's book, Investing for Growth: How to make money by only buying the best companies in the world (refferal link) https://amzn.to/40c1slY The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I discuss the reasons why investor and Fundsmith fund manager Terry Smith doesn't ever invest in bank shares, even though he's an expert banking analyst. Related episodes: Playlist: Banking Crisis of 2023 - Bank Investing https://youtube.com/playlist?list=PLrNjj1l3MS7U__0khQp2P80FTAEgYFaFn Using a referral link below helps support the pod, thanks! Terry Smith's book, Investing for Growth: How to make money by only buying the best companies in the world (refferal link) https://amzn.to/40c1slY The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
On today's episode, Clay Finck discusses the investment philosophies and framework of Terry Smith, who is the founder and CEO of Fundsmith and also known as the Warren Buffett of Great Britain. Smith started Fundsmith in 2010, and ever since has returned 478% to his investors versus his benchmark returning 256%. He did this using the simple framework of buying good companies, not overpaying, and holding them for the long-term.IN THIS EPISODE YOU'LL LEARN:00:00 - Intro02:12 - Why Terry Smith only seeks to own high-quality companies.04:52 - How investors can go about determining the quality of a business.08:01 - How Terry Smith compares the valuation of his portfolio against that of the S&P 500.15:15 - Why investors must be cognizant of stock-based compensation when valuing a company.29:28 - Why macroeconomic views and opinions are irrelevant for investors in quality businesses.46:39 Why stocks are the best long-term investment relative to other asset classes.53:51 - What Terry Smith's top US equity holdings are today.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESTerry Smith's Shareholder Letters.Rebecca's Article on Mean Reversion.Don't miss our review of Four Wide Moat Stocks for 2023.Check out our takeaways from Warren Buffett's Shareholder Letters.Follow Clay on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSTalk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take stock of your finances and investing strategy with Betterment.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Let an expert do your taxes from start to finish so you can relax with TurboTax.Enjoy a hardware wallet designed for your whole Bitcoin journey with Blockstream Jade. Use coupon code Fundamentals to get 10% off.Get an overall better student loan experience with College Ave. Plus, get a chance to win a $1,000 college scholarship. No purchase is required.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Esta semana os traigo un resumen de informes trimestrales recién publicados por fondos/gestoras que seguimos. Azvalor, Cobas, Magallanes, Valentum, Bestinver, Equam, Nartex, Morgan Stanley, Robeco, Fundsmith, True Value,Buy&Hold, etc... Repaso los principales cambios de posiciones realizados por estos gestores, dentro de sus carteras. Para cualquier consulta o comentario, puedes enviarme las consultas que consideres, y en próximos consultorios las incluiré, mi email es: eusgomez@gmail.com
Prime Minister Rishi Sunak wants all pupils in the UK to study maths up to the age of 18. Laura Suter explores how making personal finance studies more prominent on the curriculum as part of this maths push would yield significant benefits to individuals later in life. Dan Coatsworth explains why Apple and Tesla shares have dragged down the US market so far in 2023 and he also debates what might be in store from the plethora of trading updates due from the retail sector. Discover why Fundsmith Equity Fund had its first year of negative returns since launch and why manager Terry Smith is not abiding by the fund's ‘do nothing' principle. Tom Selby discusses the rules around recycling money back into a pension, while Laura explains why anyone looking for top-paying cash savings deals should act quickly before rates fall. Dan also talks to Ed Smith, co-chief investment officer at Rathbone Investment Management, about solving the problem of slowing productivity.
This time Maynard Paton and Mark Atkinson discuss the investment potential of Fundsmith and whether Fundsmith is still a good buy. Mark owns Fundsmith making his first purchase in 2014 at £1.64. Mark shares how his investment in Fundsmith has been life-changing and why he believes Fundsmith is still a good place to hold 40% of his liquid wealth despite the price rising considerably since his purchase in 2014. Maynard puts forward what he thinks about Fundsmiths's current situation covering their recent purchases of Meta, Amazon and Alphabet and Fundsmith's future growth potential. As always, is it a hold, a buy or a sell? Hope you enjoy it and have a wonderful day. Maynard & Mark If you like the episode, please subscribe for future company reviews. Mark & Maynard Resources: Learn more about Maynard Paton by visiting his excellent Quality UK Investment Blog here https://maynardpaton.com/ Follow Maynard on Twitter: https://twitter.com/maynardpaton Connect or follow Mark Atkinson on LinkedIn: https://www.linkedin.com/in/mark-atkinson-10824b71/ Visit Fund Your Retirement: https://www.fundyourretirement.com/ Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
The topics, stocks and shares mentioned/discussed include: A winning 21 bagger investment FTSE 100 continued bounce FTSE All-Share AIM All-Share Scottish Mortgage Trust / SMT FundSmith 3i Group / III Pantheon International / PIN Oakley Capital Investments / OCI AstraZeneca / AZN Lloyds Banking Group / LLOY Strix Group / KETL Home REIT / HOME / Viceroy Research bear market raid Tritax Eurobox / EBOX Triple Point Social Housing REIT / SOHO Supermarket Income REIT / SUPR HG Capital Trust / HGT Marks & Spencers / MKS Bitcoin / Cryptocurrency Metaverse ISA / #Pensions Consolidating #SIPPs B2B Vs B2C Charity Taking profits Private Equity Berkshire Hathaway Cathie Wood ETFs Investment Trusts Diversification IPOs Psychology / Struggling to Sell Investing lessons/ mistakes Investing Trading & more The Twin Petes Challenge 2022 / Charity fundraise for the BACK UP Charity Menphys Christmas List Charity Appeal : Please make a donation, every pound will help. Thank you. The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on the WheelieDealer website . Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.
Steve D's avoiding crashes and Paul's going straight down. Welcome to the PlayingFTSE Show! The Autumn Statement is this week's big news and there's a lot in it. Up go taxes (for higher earners anyway) and down goes the Dividend Allowance. There's more money for the NHS and less tax free money for dividend investors. Will it stabilise the UK markets? Is it a good budget? Should we be worried? There's a lot to talk about and the three of us have a lot of different ideas. After that, it's the comparatively trivial matter of $32bn of scandal going on in crypto. We've been staying away from the FTX story so far while it unwinds, but we can ignore the matter no longer. What lessons can we learn from the shambles? And what happens next for Sam Bankman-Fried? In happier news, it's 13F season again. Warren Buffett's been to the shops and bought himself a decent piece of Taiwan Semiconductor Manufacturing Company which both is and isn't on-brand for the Oracle of Omaha. Something else has been catching Steve W's eye, though, as everyone ponders the semiconductor manufacturing play… Lastly, there's the UK's Warren Buffett. He's been buying a lot of things. None of them is Meta Platforms, despite its share price being down significantly. One of them, though, is Apple, which Fundsmith has been staying away from fairly carefully. Is this change of heart welcome? Find out on this week's PlayingFTSE podcast!
Esta semana, repaso todos los informes publicados por los principales fondos que seguimos en el Podcast. Mayores posiciones, principales cambios en carteras, y demás cuestiones. Algunos fondos comentados: AZVALOR, EQUAM, ROBECO, COBAS, HOROS, VALENTUM, SEIRLE, FUNDSMITH, Añado fondos de Renta Fija, pues las valoraciones de los bonos ya resultan atractivas. Si te ha gustado el programa, te agardezco le des un like en la aplicación para que de esta manera este contenido informativo y divulgativo pueda llegar a mas gente. Para cualquier consulta o comentario sobre este Podcast, mi email es: eusgomez@gmail.com
The topics, stocks and shares mentioned/discussed include: Resting stocks Lipstick index FTSE 100 FTSE All-Share AIM All-Share Warpaint London / W7L US FED / FOMC Inflation IPO Risks Market volatility Gaming plays Devolver Digital / DEVO ITIM Group / ITIM Keyword Studios / KWS Appreciate Group / APP Persimmon / PSN Barratt Developments / BDEV Vistry / VTY Berkeley Group / BKG Redrow / RDW Bellway / BWY Fedex / FDX Amazon / AMZN Bioventix / BVXP Dividends Profit warnings Fundsmith Emerging Equities Trust / FEET UK Buffettology Fund Learning how to value stocks Liz Truss' financial policy Investing Trading Cash & more. The Twin Petes Challenge 2022 / Charity fundraise for the BACK UP Charity The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on the WheelieDealer website . Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. PLEASE SUBSCRIBE TO THIS PLATFORM
This week we look at the latest inflation update and how markets reacted to that surprise dip, and preview next week's big economic announcements. We also cover the news that renowned investor Terry Smith is closing the emerging markets fund he launched eight years ago. Tom Selby is on to talk about the great ‘un-retirement' of over-65s returning to work after the exodus during covid. And Dan Coatsworth explores how you can invest in cybersecurity, as more companies look to protect themselves from hacking. Elsewhere, with savers finally getting a better return on their money, Laura Suter has some news for people who want to save in a green way. But she also shares a warning: that the extra interest savers are earning might come with an unexpected tax hit.
Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including recent research from Morningstar that debunked the widely held view that funds with a large amount of assets underperform small funds. The duo also discuss investment trust gearing, and F&C Investment Trust's promotion to the FTSE 100. Later in the podcast, Sam interviews Gerrit Smit, fund manager of Stonehage Fleming Global Best Ideas Equity. It is a strategy where comparisons can be drawn to Fundsmith Equity – it invests in high-quality growth shares, has low turnover and is highly concentrated with fewer than 30 stocks. Sam and Gerrit discuss finding great companies, what a recession might mean for earnings of so-called quality companies, and why fund performance has been disappointing this year. Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. Follow us on social media: Twitter: twitter.com/ii_couk Facebook: www.facebook.com/weareii LinkedIn: www.linkedin.com/company/interactive-investor Instagram: www.instagram.com/interactive_investor Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
In the first part of this hour long two-part Q and A Jonathan Davis and Terry Smith, founder and CEO of Fundsmith, as outspoken as ever, discuss bear markets, parallels with the 1970s, central bank mistakes and likely future market direction.
En el capítulo de esta semana, repasamos la cartera modelo dinámica. Introducimos en la misma nuevo fondos de Inversión como son: FUNDSMITH, SEIRLEN, MAGALLANES Y MORSAN STANLEY US ADVANTAGE, entre otros. Para cualquier consuita o comentario mi email es: eusgomez@gmail.com Si te ha gustado el programa te agradezco le des un like en la aplicación para que de esta manera este contenido informativo y divulgativo pueda llegar a mas gente.
En el capítulo de esta semana os traigo cambios a realizar dentro de la cartera modelo agresiva. Incrementamos el peso en Renta Variable aprovechando las caídas, y suprimimos el peso en Oro. Introducimos fondos como el FUNDSMITH, SEIRLEN, MS US ADVANTAGE, y mantenemos otros fondos en cartera como el BNY MELLON LONG TERM, AMIRAL SEXTANT PME, EQUAM etc... Si te ha gustado el programa te agradezco le des un like en la aplicación para que de esta manera este contenido informativo y divulgativo pueda llegar a más gente. Para cualquier consulta mi email es: eusgomez@gmail.com
En el capítulo de esta semana, repaso los últimos informes trimestrales publicados por mis fondos favoritos y publicados en la cnmv con fecha 30-4-2022. Repasamos las principales posiciones de dichos fondos, este los que están. ROBECO, AZVALOR, COBAS, MAGALLANES, SEIRLEN, FUNDSMITH, BAILLIE GRIFORD, MORGAN STANLEY. etc... Si te ha gustado el programa te agradezco le des un like en la aplicación para que de esa manera, este contenido informativo y divulgativo pueda llegar a mas gente. Para cualquier consulta mi email es: eusgomez@gmail.com
En el capítulo de esta semana, hablamos sobre las principales posiciones que tienen en cartera los fondos mas seguidos por mi parte. Comentamos las principales posiciones de entre otros fondos: Fundsmith, Baillie Griford, Cobas, AzValor, Magallanes, Lonvia, Equam, Horos, Morgan Stanley, Lonvia, Seilern, True Value, entre otros. Si te ha gustado el programa, te agradezco le des un like en la aplicación para que de esta manera este contenido informativo y divulgativo pueda llegar a mas gente. Para cualquier consulta mi email es: eusgomez@gmail.com
Fundsmith Equity Fund, 4th Quarter 2021 Letter by Terry Smith Companies discussed: $MSFT $CADINU-USD $NVO $IDXX $EL $PYPL $ITRK.L $SAGE $BDX $IHG $AMZN $CAGR $OR.VI The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
En el capítulo de esta semana, contesto a todas las consultas recibidas en los últimos meses. Hablamos de comisiones de fondos, gestión pasiva/activa. Fondos Value/ Growth. Fundsmith, Robeco Global Consumer. BBVA Consolidación 85, etc... Si te ha gustado el programa te agradezco le des un like en la aplcación para que de esta manera este contenido informativo y divulgativo, pueda llegar a mas gente. Puedes dejar tus comentarios en la aplicación o enviarme un email a : eusgomez@gmail.com
This week's Money & Markets looks at the big rotation that's happening in markets, as the tech giants fall out of favour and banking stocks are back in vogue. We talk to AJ Bell's Ryan Hughes about what this means for big funds like Scottish Mortgage and Fundsmith, and how investors should react. We also hear from Temple Bar's Ian Lance about the stocks that have been benefitting from this switch. Dan Coatsworth and Tom Sieber are back with the European edition of their Round the World investing series, talking to Sam Morse from Fidelity about the region's prospects. Elsewhere Laura Suter looks at some surprising figures on how many first-time buyers have been getting on the property ladder. And the team have a very exciting announcement and competition for the listeners. So make sure you don't miss that.
In the final podcast of the year, Laura Suter, Dan Coatsworth and Tom Sieber discuss how investors fared in 2021, and pick out the year's best and worst performing investment trusts. Looking forward to 2022, we also round up leading fund managers – including Blue Whale's Stephen Yiu and Michael O'Brien from Fundsmith – to talk about the stocks they're putting their money behind. Jenny Owen is back with Mad Money, looking at the millions you could have made investing in mad trends this year. And Dan and Tom get misty-eyed looking back at the great investment stories of the year, including Dan's favourite clothes shop soaring and Elon Musk's ridiculous antics.
Terry Smith, founder and chief executive of Fundsmith, has built the UK's largest actively-managed fund via rigorous implementation of the simple mantra 'buy good companies, don't overpay, do nothing'.In this interview, Smith tells Mary McDougall how he analyses and selects companies, how the rise of software has folded into his investment thinking and what trends he thinks currently look most promising.He also talks about the extent to which fund size is a challenge going forward, and what spurred him to buy Amazon (US:AMZN) this summer.Fundsmith Equity Fund has delivered an annualised total return of 18.4 per cent since its inception in November 2010, compared with 12.8 per cent for its benchmark MSCI World Index. It had assets under management of £27.9bn on 30 November 2021. See acast.com/privacy for privacy and opt-out information.
The topics, stocks and shares mentioned/discussed include: The winning stock with 1900% return in 1 year* Amazon Amazon Web Services AWS Learning from mistakes & losers Psychology Moving averages FTSE 100 FTSE All-share Dow Jones Index DJIA Nasdaq S&P500 DAX Lake Resources LKE Clean Lithium Electric Vehicles EV ASX Technical Analysis Funds Terry Smith / Fundsmith Equity Fund Microfocus MCRO Games Workshop GAW Iomart IOM Chill Brands CHLL formerly Zoetic International Do your own research Ego Loopup Loop Shearwater SWG Profit Warnings Fraud Accountancy issues Insider selling TP Group TPG Tesco TSCO Next NXT The Twin Petes Challenge / Charity fundraise for the Menphys Charity Menphys' Queen's Award for Voluntary Service celebration COP26 Foresight Sustainable Forestry Co JCB CleanTech ITM Power ITM Hydrogen H2 Braemar Shipping Services BMS Clarkson CKN Nightcap NGHT *$LKE price at A$1.10 on 5/11/21 Support the Twin Petes Challenge just by following the @YstoneAdvisory Twitter account. Each new follow leads to a £1 donation to the Menphys Charity WE HOPE YOU ENJOYED THIS PODCAST. IF YOU DID PLEASE SHARE IT ACROSS SOCIAL MEDIA & WITH FRIENDS/ASSOCIATES YOU KNOW THAT HAVE AN INTEREST IN INVESTING OR TRADING STOCKS / SHARES. PLEASE SUBSCRIBE FOR FREE TO THIS PODCAST.
The topics, stocks and shares mentioned/discussed include: Interview with John Hughman & Phil J Oakley Menphys Charity Resilience Fundraising Event in Leicester on 17th September Open Orphan Poolbeg Pharma Sharescope / Sharepad / sponsor London South East / sponsor Small Company Champion / sponsor Alex Schlich /Yellowstone Advisory sponsor Powder Monkey Brewing Co Steve Thompson MBE Holiday Inn Hotel Investability @invest_ability Quality stocks Equity Analyst Research Analysis Portfolios Podcasts Technology Endowment Effect Funds Macro US stocks Green investments Paypal $PYPL Somero #SOM International competitors Diversified Energy Company #DEC SP500 ETF Form 10K Costco $COST Croda #CRDA Portfolios Tech ARM Technologies SP500 SAGE #SGE Intuit $INTU XERO $XRO Scottish Mortgage Trust #SMT FundSmith Equity Blue Whale Fund Accounting Understanding companies The Scuttlebutt Method Book : Common Stocks Uncommon Profits by Phillip Fisher Behavioral Finance Psychology Fear of Missing Out / FOMO Herding Group Thinking Algy Hall Investors' Chronicle Self Awareness Book: Non-Consensus Investing by Rupal J Bhansali Learn from mistakes Risks ETFs Concentration risk Ashtead #AHT Dividend Reinvesting Compounding Investing Trading The Twin Petes Challenge / Menphys Charity Fundraise & More WE HOPE YOU ENJOYED THIS PODCAST. IF YOU DID PLEASE SHARE IT ACROSS SOCIAL MEDIA & WITH FRIENDS/ASSOCIATES YOU KNOW THAT HAVE AN INTEREST IN INVESTING OR TRADING STOCKS / SHARES. PLEASE SUBSCRIBE FOR FREE TO THIS PODCAST.
On this week's Alpha podcast John and Phil go on the hunt for more shares with the feelgood factor, despite some worrying words in Terry Smith's latest Fundsmith letter See acast.com/privacy for privacy and opt-out information.
In this episode of the Maven Money Personal Finance Podcast… Andy drills down into active management and the might Terry Smith. Quick Preview of the Podcast: Active management The Fundsmith Owner Manual Wise principles from an industry giant Links: Master Investor 2014 Fundsmith Annual Shareholders Meeting 2020 Fundsmith Owners Manual pdf Humans Under Management Andy Hart Leave a review! Don't forget to check out the Maven Adviser website for more great content. So sit back and enjoy unrivalled words of wisdom from Andy Hart - host of the UK’s premier personal finance show. Is there a topic you’d like Andy to cover? We’d love to hear from you! Contact Andy Hart directly with any comments / feedback on team@mavenadviser.com. Alternatively you can reach out on Twitter @MavenAdviser.
interactive investor experts Kyle Caldwell and Tom Bailey share their insights on current investing themes, the US election and investment trust launches, before being joined by Keith Ashworth-Lord of the CFP SDL UK Buffettology fund. The fund manager discusses his stock-market shopping spree following the Covid sell-off, why there is misplaced negativity towards UK equities, and the proposed launch of the Buffettology Smaller Companies Investment Trust. Finally, the spotlight for this episode falls on Fundsmith Equity, which appears on the ii Super 60 list of investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
This week’s podcast looks at how Fundsmith Equity has become one of UK’s most popular funds as it prepares to celebrate its tenth birthday. Dan chats about the rally in the pound on Brexit trade talks, more consumer goods companies beating earnings expectations, Netflix failing to hit growth forecasts, and Trainline’s CEO stepping down. AJ Bell’s Rachel Vahey joins the podcast to chat about good news for people saving into a pension and why the Government is taking a serious look at pension scams. Laith has a look at the performance stats for ethical funds and why a record amount of money is flowing into this space. Dan also chats to Murray Income Trust’s chairman Neil Rogan about the planned £1 billion merger with Perpetual Income & Growth Trust. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf
Gavin Lumsden and Daniel Grote examine the changes Hargreaves Lansdown has made to its buy list as the broker looks to repair its reputation after the Woodford fund scandal.
En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Kike Vázquez, inversor particular conocido por sus publicaciones en el blog Las Perlas de Kike de El Confidencial. Nos hablará de: - Sus inicios en el mundo de las finanzas y la inversión en bolsa - Los fondos de inversión y gestores que más le han influido, como FundSmith, Seilern, Warren Buffett, Polen, Aluvial o Bill Ackman. - Su estilo de inversión, analizando cualquier tipo de activos que sean capaces de generar flujos de caja - Sus principales posiciones de su cartera, como Microsoft, Facebook, Alphabet, Amadeus IT Group, Booking Holdings, Visa, Teekay LNG o SAP - Algunos de sus errores de inversión, como Teekay Corp o Burford Capital - Algunos de sus libros recomendados para aprender a invertir en bolsa Temas tratador sobre la inversión en Microsoft: - ¿A qué se dedica Microsoft hoy? - El cambio de equipo gestor: De Steve Ballmer a Satya Nadella - Su política de gestión de capital y adquisiciones - Sus negocios: Productivity & Business, Intelligent Cloud y Personal Computing - La importancia de Azure y la nube en el futuro de Microsoft - Ventajas competitivas de Microsoft - Riesgos de invertir en Microsoft - Valoración de Microsoft en 2020
En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Kike Vázquez, inversor particular conocido por sus publicaciones en el blog Las Perlas de Kike de El Confidencial. Nos hablará de: - Sus inicios en el mundo de las finanzas y la inversión en bolsa - Los fondos de inversión y gestores que más le han influido, como FundSmith, Seilern, Warren Buffett, Polen, Aluvial o Bill Ackman. - Su estilo de inversión, analizando cualquier tipo de activos que sean capaces de generar flujos de caja - Sus principales posiciones de su cartera, como Microsoft, Facebook, Alphabet, Amadeus IT Group, Booking Holdings, Visa, Teekay LNG o SAP - Algunos de sus errores de inversión, como Teekay Corp o Burford Capital - Algunos de sus libros recomendados para aprender a invertir en bolsa Temas tratador sobre la inversión en Microsoft: - ¿A qué se dedica Microsoft hoy? - El cambio de equipo gestor: De Steve Ballmer a Satya Nadella - Su política de gestión de capital y adquisiciones - Sus negocios: Productivity & Business, Intelligent Cloud y Personal Computing - La importancia de Azure y la nube en el futuro de Microsoft - Ventajas competitivas de Microsoft - Riesgos de invertir en Microsoft - Valoración de Microsoft en 2020
Citywire editors Gavin Lumsden and Daniel Grote discuss Hargreaves Lansdown's revamp of its fund buy list and whether Fundsmith could finally make an entry.
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ Constellation Software's Mark Leonard's President's Letters: https://www.csisoftware.com/category/pres-letters About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Farnam Street. Jake's website: http://www.farnam-street.com/ Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carl... ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
This week the team debate why everyone is talking about ethical investing opportunities (and why this also falls under the labels of environmental, ESG and sustainability). Discover why Barclays has come under fire for its anti-Post Office plans and check out the secrets of the Fundsmith display cabinet in our visit to meet Smithson’s fund managers. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Chris Foster, an Investment Manager at fund group Liontrust.
En este episodio comentamos las notas sobre la Conferenciad del fondo de Inversión Fundsmith, gestionado por Terry Smith, uno de los gestores más reputados y respetados a nivel europeo y mundial, invirtiendo en compañías de calidad. Su filosofía es la de Sólo invertir en buenas compañías, no pagarlas caras y no hacer nada.
en #InversionAFondo, @CarlosAlosete, analista de @Finect nos habla del fondo Fundsmith Equity Fund
en #InversionAFondo, @CarlosAlosete, analista de @Finect nos habla del fondo Fundsmith Equity Fund
On this week's show FT Money editor Claer Barrett and guests discuss the growing market for electric cars - what they are like to drive and how the finances stack up. And Terry Smith of Fundsmith calls in to tell us about Smithson, a new investment trust investing in global small and mid cap stocks. See acast.com/privacy for privacy and opt-out information.
Could you get duped into sending a fraudster thousands of pounds? Many people think of course they wouldn’t, but then it happens to them. In this week’s podcast Simon Lambert, Lee Boyce and Georgie Frost look into the disturbing rise in fraudsters targeting ordinary people’s finances and how you can protect yourself – we also ask if the banks do enough to help. On the other side of the table from those looking to take your money, are the people who promise to make it for you – fund managers. And there has been one name that keeps cropping up in This is Money’s reader comments as someone who doesn’t get his fair dues, Terry Smith. We dive into his Fundsmith fund, why it has been so successful and having had it explained to him first hand by Mr Smith himself, Simon outlines the Fundsmith investing philosophy. He looks at whether investors need to be wary of putting too much faith in an approach that has done well if conditions change, or whether the top global funds run by managers such as Smith, Nick Train and the Baillie Gifford team are worth sticking with come what may. Also up on this week’s podcast is the best car of the year as named by What Car? – and it’s a diesel – and Lee’s once in a lifetime trip to the home of Ikea in Sweden, where he learnt some very interest facts about the flatpack furniture store you either love or hate.
Is divorce getting cheaper for high earners? Fund managers pressured to come clean on hidden costs. Fundsmith founder Terry Smith's top investment tips See acast.com/privacy for privacy and opt-out information.
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