Investor's Champion Podcast

Hosted by Investor's Champion

Investor’s Champion is jam-packed with high-quality content covering companies, funds, economics and global events – all to help you make your money go further. The goal of this podcast is to give you a quick but informative rundown of some interesting topics affecting UK investors and a rundown of the biggest movers in the UK share market including AIM and some bonkers bargains for you to take a closer look at. read less
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Episodes

IC023 Investor Insights: Private Equity Trends, Contrasting Founders, Good Results & Investment Ideas
4d ago
IC023 Investor Insights: Private Equity Trends, Contrasting Founders, Good Results & Investment Ideas
In this episode of the Investors Champion podcast, institutional investors' attraction to private equity and the impact of rising interest rates on this trend are discussed. Topics include notable company performances, with a focus on Hargreaves Lansdown and its private equity involvement, the struggles and successes in the electric vehicle market, and Tesla's impressive stock option benefits. Other companies analysed include Adobe, Games Workshop, AOTI, and UK-based MP Evans. The podcast also covers various companies' recent financial activities and the continuing trend of private companies moving off public markets. Timestamps: 01:45 Hargreaves Lansdown and Private Equity Deals 03:58 Electric Vehicle Startups and Market Challenges 05:02 The Rise of Tesla and Employee Millionaires 06:04 Nvidia's Meteoric Rise and Market Dominance 07:51 Adobe's Success and Subscription Model Controversies 12:55 Games Workshop's Growth and Amazon Deal 14:40 New Arrival: AOTI Medical Technology Group 16:45 Alpha Financial leaving AIM? 17:27 Concerns Over AIM Companies and IPOs 19:40 Private Equity's Impact on Funding 21:16 House Prices and Market Distortions 22:06 MP Evans: A Sustainable Palm Oil Producer 23:44 Tristel and Brickability: Contrasting founders 26:33 Intercede: A Cybersecurity Success Story 28:26 Tatton Asset Management's Growth 29:57 Young & Co and Victoria: A Tale of Two Companies 31:34 Understanding Financial Accounts and Conclusion Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion 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.
IC022 Investor Insights: Emerging Small Caps, Elon Musk’s Pay Deal & Investment Ideas
15-06-2024
IC022 Investor Insights: Emerging Small Caps, Elon Musk’s Pay Deal & Investment Ideas
In this episode of the Investors Champion podcast, hosts Chris and Lee delve into several key topics shaping the UK investment landscape. They start by celebrating the recent IPO of Raspberry Pi on the London Stock Exchange, they highlight the firm's market performance and its far-reaching applications. The conversation then transitions to Elon Musk's controversial $46 billion pay deal and its potential implications for Tesla shareholders. The podcast also explores Halma's record revenues, the steady performance of small caps like Cakebox and Renew, and the market positioning of RWS Holdings amidst AI growth. They close with a focus on the clean financial reporting of Castings and the strategic moves of Public Policy Holdings. Discussing the British AIM-listed company with a solid dividend yield and significant acquisitions driven by cash flow. This episode offers valuable insights for UK investors, presenting emerging opportunities. Timestamps: 01:28 Raspberry Pi IPO Success 04:00 Elon Musk's Controversial Pay Deal 15:14 Apple's Partnership with OpenAI 16:48 Halma's Record-Breaking Performance 19:20 The Value of Quality Stocks 20:28 UK Small Caps: Cake Box Holdings 25:38 Renew: Engineering Services and National Grid 27:24 RWS Holdings: Navigating AI Challenges 31:14 Castings: A Traditional Business with Strong Returns 33:11 Public Policy Holdings: A Hidden Gem Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion 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.
IC021 Investor Insights: Fund Managers, National Grid, Undervalued Stocks & Investment Ideas
08-06-2024
IC021 Investor Insights: Fund Managers, National Grid, Undervalued Stocks & Investment Ideas
In this episode of the Investors Champion podcast, hosts Chris and Lee discuss the challenges faced by companies like National Grid and UK water companies in balancing dividends with capital expenditure. They delve into recent market moves including the ECB's rate cuts and UK construction's growth, and evaluate the potential undervaluation of Tesla amidst its diverse technology portfolios. The episode highlights various UK stocks, such as Ramsden's, WH Smith, and Fever Tree, and investigates the financial health and future prospects of these companies. Fund managers like Polar Capital and Premier Miton are also examined for their potential growth and dividend yields. The podcast concludes with a look at bonkers bargains like Gemfields, promising opportunities for shrewd investors. Timestamps: 01:17 Weekly News and Stock Updates 01:45 ECB Rate Cuts and UK Construction Boom 04:01 National Grid's Financial Struggles 10:47 NVIDIA's Market Milestone 13:51 Tesla's Valuation Debate 16:11 Fund Managers Premier Miton, Impax, Lion Trust and Market Trends 18:03 Dividend Payers and Market Outlook 19:16 Pawn brokers Ramsdens and HT&T 22:43 WHSmith: High Street vs. Travel Retail 28:24 Investment Insights: Trustpilot and Tech Giants 30:56 Quick Company Reviews: Fever Tree, InSpec's Group, and Gemfields Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion  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.
IC020 Investor’s Champion Podcast – Take Over Mania
01-06-2024
IC020 Investor’s Champion Podcast – Take Over Mania
In this episode of the Investor’s Champion Podcast, the discussion focuses on the rampant takeover activity in the UK stock market, particularly in AIM stocks. Chris and Lee delve into why takeovers are occurring at such a high rate, citing factors such as the UK's undervalued shares, the influx of private equity, and broader economic and political uncertainties including Brexit. The conversation also highlights notable takeovers, both positive and negative, and the impact on shareholders and the UK investment landscape. By emphasizing the importance of patience in investing, Chris suggests that UK investors might be missing out on long-term benefits by selling too soon. Timestamps: 01:16 The Takeover Mania in the UK Stock Market 01:40 Why UK Stocks are Attractive for Takeovers 02:31 The Role of Private Equity and UK Institutions in Takeovers 05:17 Brexit and Political Uncertainty: Impact on UK Market 06:32 Exploring the Value in UK Stocks and Market Trends 15:02 The London Stock Exchange's Shift in Focus 20:03 Investor Psychology and the Future of UK Investing Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion  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.
IC019 Investor’s Champion Investment Ideas & Weekly Wrap Up Covering Nvidia, PCI-PAL, Marks & Spencer, Mitchells & Butlers, Young & Co, Naked Wines, XP Power, Keywords Studios & Bloomsbury
26-05-2024
IC019 Investor’s Champion Investment Ideas & Weekly Wrap Up Covering Nvidia, PCI-PAL, Marks & Spencer, Mitchells & Butlers, Young & Co, Naked Wines, XP Power, Keywords Studios & Bloomsbury
In this week’s episode of the Investors Champion Podcast, hosts Lee and Chris discuss the latest significant movers in the UK share market, including the positive court ruling for PCI-PAL and the resurgence of Marks & Spencer. They delve into the business potential and obstacles for companies like Naked Wines and Mitchells & Butlers. The episode also highlights major international topics such as Nvidia's dominance and unprecedented growth due to its AI chips. Additionally, the episode features discussions on intriguing investment opportunities like XP Power and upcoming bonkers bargains like IXICO. The podcast concludes with an analysis of Bloomsbury Publishing's latest financial performance and considerations for its future prospects. Timestamps: 01:05 Diving into today's hot topics: House Prices, Elections, and More 01:32 Celebrating a Legal Victory for PCI Pal 03:32 UK House Prices Surge: A Sign of Economic Health? 04:05 The Impact of the General Election on the Stock Market 05:54 NVIDIA: Dominating the AI Revolution 09:51 Back to the UK: Retail Sector Insights 13:31 Evaluating Brand Value and Asset Worth in the Hospitality Sector 14:10 Young & Co's  15:52 The Quirks of Share Voting Rights and Market Dynamics 17:27 Naked Wines: Analysing the Risks of an Online-Only Business Model 21:09 XP Power's Takeover Offer 24:00 Emerging Opportunities in Neuroscience: Ixico's Potential 25:02 The Video Gaming Industry: Keyword Studios' Takeover Approach 28:04 Bloomsbury Publishing: Navigating the Volatility of Blockbuster Titles Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion 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.
IC018 Investor’s Champion Investment Ideas & Weekly Wrap Up Covering, Experian, AIM and UK small-cap focus IQGeo, Brickability, Michelmersh Brick Holdings, Lords, Angling Direct, Zotefoams, Creo Medical & Renew
18-05-2024
IC018 Investor’s Champion Investment Ideas & Weekly Wrap Up Covering, Experian, AIM and UK small-cap focus IQGeo, Brickability, Michelmersh Brick Holdings, Lords, Angling Direct, Zotefoams, Creo Medical & Renew
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering news from companies in the travel sector, TUI and On the Beach. More takeover news from IQGeo. An update from one of our ultimate stocks, Experian. AIM and UK small cap focus Brickability, Michelmersh Brick Holdings, Lords, Angling Direct, Zotefoams, Creo Medical and Renew  Timestamps: 1:20 FTSE and UK economy news including more take overs. 13:10 Travel news from TUI and On the Beach Group (LON:OTB). 15:30 Experian (LON:EXPN) 17:40 Brickability Group (AIM:BRCK), Michelmersh Brick Holdings (AIM: MBH) and Lords (AIM:LORD). 23:00 Angling Direct (AIM: ANG). 27:10 Innovation vs boring Zotefoams (LON:ZTF) and Creo Medical (AIM: CREO) vs Renew (AIM: RNWH). Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion  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.
IC017 Investor’s Champion Investment Ideas & Weekly Wrap Up Covering, Disney, Zoom, Air B&B, Frontier Developments, Boohoo & Brighton Pier Group.
11-05-2024
IC017 Investor’s Champion Investment Ideas & Weekly Wrap Up Covering, Disney, Zoom, Air B&B, Frontier Developments, Boohoo & Brighton Pier Group.
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering news from our Disney slowing inching into profit, part of our Ultimate Stocks Portfolio. Pandemic-era winners big fall in value – but need to look at the detail. Frontier Developments video game developer – it’s all about the free cash flow, or lack of it and Airbnb – a closer look at one of our favourites. Timestamps: 1:20 FTSE and UK economy news 5:35 Olive prices 6:10 Zoom Video Communications (ZM) 9:20 Boohoo Group (BOO) 12:50 An overview of the IC portfolios 15:10 Walt Disney (US:DIS) 20:20 Frontier Developments (AIM: FDEV) 23:20 The Brighton Pier Group (AIM:PIER) 26:00 Airbnb (ABNB) Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion   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.
IC016 Investor’s Champion Investment Ideas & Weekly Wrap Up Covering, Apple, Starbucks, Business models of Whitbread & Intercontinental Hotel Group, St James Place, James Cropper, Card Factory & Anexo.
04-05-2024
IC016 Investor’s Champion Investment Ideas & Weekly Wrap Up Covering, Apple, Starbucks, Business models of Whitbread & Intercontinental Hotel Group, St James Place, James Cropper, Card Factory & Anexo.
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering News from our Ultimate Stocks Portfolio including Apple, quarterly results and mammoth share buybacks. Starbucks – what’s going wrong? McDonalds – growing, but it’s new breakfast offering could be healthier. We mention Coca Cola.   An extended Discussion of Whitbread (Premier Inn) and the hotel industry in general with comparison to Intercontinental Hotel Group. St James Place – more contradictions and comparison with Hargreaves Lansdown’s update   Then on to UK Small Caps and AIM, Bonkers Bargain James Cropper. Card Factory – doing well and going cheap? HSS Hire: a radically new business evolves. Anexo: when profits and earnings deceive. Timestamps: 1:10 Apple quarterly results and share buy backs. 5:20 Starbucks struggling. 7:50 McDonald’s. 9:00 Coca Cola and Warren Buffet. 11:10 Comparing Whitbread’s Premier Inn Business model to Intercontinental Hotels business model. 22:40 St James Place. 24:40 Bonkers bargain James Cropper. 27:20 Card Factory. 28:50 HSS Hire Group 31:20 Anexo red flag to look out for. Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion   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.
IC015 Investor’s Champion Investment Ideas & Weekly Wrap Up Covering, Filtronic, Spotify, META, Alphabet, Nestle, Hermes, BHP Group, JD Sports, Supreme, Jet2, Warpaint London & Sanderson Design Group
27-04-2024
IC015 Investor’s Champion Investment Ideas & Weekly Wrap Up Covering, Filtronic, Spotify, META, Alphabet, Nestle, Hermes, BHP Group, JD Sports, Supreme, Jet2, Warpaint London & Sanderson Design Group
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering Filtronic (AIM: FTC), Spotify (SPOT), META (META), Alphabet (GOOG), Nestle, Hermes International, BHP Group, Associated British Foods (ABF), JD Sports (JD), Supreme (AIM: SUP), Jet2 (JET2), Warpaint London (AIM: W7L) and Sanderson Design Group (AIM: SDG) Timestamps: 1:10 Filtronic 5:50 Spotify 9:30 Meta 10:50 IC Ultimate Stocks Portfolio update on Alphabet, Microsoft & Nestle 15:20 French super luxury brand Hermes International 17:30 BHP International proposed buyout of Anlgo American 20:50 JD Sports 21:50 Supreme 24:30 Jet2 26:00 Warpaint 29:20 Sanderson Design Group Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion   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.
IC014 Investor’s Champion Weekly Wrap Up Covering, Bitcoin, ASML, LVMH, EasyJet, Superdry, Dr Martens, Chapel Down, Ashtead Technology, Renold, Everyman Media Group, Team17 Group, INSPECS Group & Keystone Law
20-04-2024
IC014 Investor’s Champion Weekly Wrap Up Covering, Bitcoin, ASML, LVMH, EasyJet, Superdry, Dr Martens, Chapel Down, Ashtead Technology, Renold, Everyman Media Group, Team17 Group, INSPECS Group & Keystone Law
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering Bitcoin, Blackrock hits $10.5 trillion AuM, Tesla lays off 10% of its work force, ASML – 3rd largest company in Europe, LVMH, EasyJet (EZJ), Superdry (SDRY), Dr Martens (DOCS), Chapel Down (AIM:CDG), Ashtead Technology (AIM: AT.), Renold (AIM:RNO), Everyman Media Group (AIM: EMAN), Team17 Group (AIM:TM17), INSPECS Group (AIM:SPEC) and Keystone Law (AIM:KEYS), Timestamps: 1:10 Bitcoin 2:30 Blackrock 5:10 Tesla 6:20 ASML – 3rd largest company in Europe 7:30 LVMH 9:30 EasyJet 10:30 Superdry and Dr Martens 13:20 Chapel Down Wines 18:10 Ashtead Technology 19:00 Renold 22:10 Everyman Media Group 25:50 Team 17 and INSPECS Group 29:50 Keystone Law Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion  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.
IC013 Investor’s Champion Weekly Wrap Up Covering Costco’s Unique Business Model, Lok’n Store, Surface Transforms, Stonking Small Cap Hvivo, Cake Box Holdings, Cake Box Holdings, Epwin Group, M&C Saatchi and Polar Capital Holdings
13-04-2024
IC013 Investor’s Champion Weekly Wrap Up Covering Costco’s Unique Business Model, Lok’n Store, Surface Transforms, Stonking Small Cap Hvivo, Cake Box Holdings, Cake Box Holdings, Epwin Group, M&C Saatchi and Polar Capital Holdings
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering news affecting UK investors, Costco’s unique business model, Lok’n Store (AIM:LOK), Surface Transforms (AIM:SCE), Stonking Small Cap Hvivo, Cake Box Holdings (AIM:CBOX), Cake Box Holdings (AIM:CBOX), Epwin Group (AIM: EPWN), M&C Saatchi (AIM:SAA) and Polar Capital Holdings (AIM:POLR). Timestamps: 1:15 News affecting UK investors. 5:30 Costco’s unique business model. 10:15 Lok’n Store (AIM:LOK) 12:15 Surface Transforms (AIM:SCE) 15:30 Stonking Small Cap Hvivo  16:45 Cake Box Holdings (AIM:CBOX) 18:30 Epwin Group (AIM: EPWN) 19:40 M&C Saatchi (AIM:SAA) 21:45 Treatt (TET) 24:30 Polar Capital Holdings (AIM:POLR) Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion  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.
IC012 Investor’s Champion Weekly Wrap Up Covering Key News Events, Companies Future, Gooch & Housego, AB Dynamics, RBG Holdings, Frontier Developments and James Latham
06-04-2024
IC012 Investor’s Champion Weekly Wrap Up Covering Key News Events, Companies Future, Gooch & Housego, AB Dynamics, RBG Holdings, Frontier Developments and James Latham
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering news affecting UK investors. An analysis of companies that have used an acquisition strategy for growth, asking the question – does it make sense discussing Future (AIM: FUTR), Gooch & Housego (AIM: GHH), AB Dynamics (AIM: ABDP) and RBG Holdings (AIM: RBGP). Wrapping up with some company-specific news from Frontier Developments (AIM: FDEV) and James Latham (AIM:LTHM). Timestamps: 2:00 UK sews affecting UK investors. 9:15 International news affecting UK investors. 15:00 An analysis of the current value of the P/E ratio. 20:15 Acquisition strategies, do they make sense covering Future, Gooch & Housego, AB Dynamics and RBG Holdings 34:30 Company specific news from Frontier Developments and James Latham. Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion  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.
IC011 Investor’s Champion Weekly Wrap Up Covering Cocoa Prices, Truth Social, S4 Capital, James Halstead, Virgin Wines, Bioventix, Michelmersh Brick Holdings, Time Finance, Fevertree Drinks, Good Energy, Big Technologies & Gemfields Group
30-03-2024
IC011 Investor’s Champion Weekly Wrap Up Covering Cocoa Prices, Truth Social, S4 Capital, James Halstead, Virgin Wines, Bioventix, Michelmersh Brick Holdings, Time Finance, Fevertree Drinks, Good Energy, Big Technologies & Gemfields Group
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering Cocoa prices, Donald Trump’s Truth Social IPO valuation, Sir Martin Sorrell's S4 Capital (SFOR), Artisanal Spirits Company (AIM: ART), James Halstead (AIM:JHD), Virgin Wines (AIM: VINO), Bioventix (AIM:BVXP), Michelmersh Brick Holdings (MBH), Time Finance (LON:TIME formerly 1pm), Fevertree Drinks (AIM:FEVR), Good Energy (AIM:GOOD), Big Technologies (AIM: BIG), Gemfields Group Ltd (AIM:GEM) and a short bonus insight from Chris on memorable meetings with company management. Timestamps: 1:45 Cocoa prices 3:30 Donald Trump’s Truth Social IPO valuation 5:45 S4 Capital (SFOR) 8:30 Artisanal Spirits Company (AIM: ART) 9:45 James Halstead (AIM:JHD) 11:00 Investing lesson on margins looking at Virgin Wines (AIM: VINO) and Bioventix (AIM:BVXP) 16:15 What is a bonkers bargain 17:00 Bonkers bargain Michelmersh Brick Holdings (MBH) and Time Finance (LON:TIME formerly 1pm) 20:45 Fevertree Drinks (AIM:FEVR) 22:45 Good Energy (AIM:GOOD) 27:20 Stonking small-cap Big Technologies (AIM: BIG) 30:00 Hidden Gem, Gemfields Group Ltd (AIM:GEM) 36:30 Short bonus insight from Chris on memorable meetings with company management. Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion  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.
IC010 Investor’s Champion Weekly Wrap Up Covering Mercedes, Chysler, Apple, Reddit, Next (NXT), Unilever (ULVR), Hostelworld (HSW), Microsalt (SALT), M.P.Evans (MPE), Yu Group (YU), Jusges Scientific (JDG) and Focusrite (TUNE).
23-03-2024
IC010 Investor’s Champion Weekly Wrap Up Covering Mercedes, Chysler, Apple, Reddit, Next (NXT), Unilever (ULVR), Hostelworld (HSW), Microsalt (SALT), M.P.Evans (MPE), Yu Group (YU), Jusges Scientific (JDG) and Focusrite (TUNE).
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events including; inflation numbers, Mercedes, Chysler, Apple, Reddit, Next (NXT), Unilever (ULVR), Hostelworld (HSW) Electrical Contractor T Clarke (CTO), Microsalt (SALT), M.P.Evans (MPE), Yu Group (YU), Jusges Scientific (JDG) and Focusrite (TUNE). Timestamps: 1:35 UK inflation, interest rates and stock indices. 3:40 Apple under investigation by the DOJ 6:00 Why are the big car manufacturers so cheap. 8:15 Reddit’s IPO in the US. 10:30 Discussing Next. 12:15 Discussing Unilever. 17:15 Discussing Hostelworld. 19:25 Discussing electrical contractor T Clarke. 22:30 Discussing AIM News and a new IPO called Microsalt. 23:30 Discussing M.P.Evans Group. 24:50 Discussing Yu Group. 26:30 Discussing Judges Scientific. 27:45 Discussing Focusrite. 30:00 Discussing a couple of stocking small caps Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion   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.
IC009 Investor’s Champion Weekly Wrap Up Covering Trainline (TRN), Voadafone (VOD), Fonix Mobile (FNX), (AIM:RFX), Advanced Medical Solutions (AIM: AMS), Keywords Studios (AIM:KWS), IXICO (IXI), Victoria (AIM: VCP) Gym Group (GYM), & Many More.
16-03-2024
IC009 Investor’s Champion Weekly Wrap Up Covering Trainline (TRN), Voadafone (VOD), Fonix Mobile (FNX), (AIM:RFX), Advanced Medical Solutions (AIM: AMS), Keywords Studios (AIM:KWS), IXICO (IXI), Victoria (AIM: VCP) Gym Group (GYM), & Many More.
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events including; Trainline (TRN), Bitcoin (BTC), CVS Group (CVSG), Voadafone (VOD), Fonix Mobile (FNX), H&T Group (AIM:HAT), Ramsdens (AIM:RFX), Advanced Medical Solutions (AIM: AMS), Keywords Studios (AIM:KWS), IXICO (IXI), Victoria (AIM: VCP) Gym Group (GYM), Restore (AIM: RST). Timestamps: 1:15 What does Chris think of Bitcoin as an Investment? 4:05 Chris’s thoughts on the UK competition watchdog launches probe into vet’s market. 7:40 Vodafone cuts its dividend by 50%. 10:00 A real UK success story Trainline (TRN). 12:15 Fonix mobile (FNX). 14:45 Pawnbrokers HT&T Group and Ramsdens. 17:15 Advanced Medical Solutions (AIM: AMS). 18:30 Keywords Studios (AIM:KWS). 21:00 IXICO (IXI). 23:30 Three indebted companies to watch or maybe to avoid Victoria, Gym Group, and Restore. Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion  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.
IC008 Your Weekly Investor’s Champion Wrap Up Covering, Gold, Bitcoin, Greggs, Premier Foods, ITV, Melrose Industries, Science in Sports, Nichols, Mattoli Woods & Much More
09-03-2024
IC008 Your Weekly Investor’s Champion Wrap Up Covering, Gold, Bitcoin, Greggs, Premier Foods, ITV, Melrose Industries, Science in Sports, Nichols, Mattoli Woods & Much More
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events including Chris’s letter he sent to the London Stock Exchange, Gold, Bitcoin, Greggs, Premier Foods, Melrose Industries, ITV, Science in Sports, Nichols, Mattoli Woods, Spirent Communications and subscription-based companies on AIM. Timestamps: 1:10 Chris’s letter to the London Stock Exchange. 2:25 Gold, Bitcoin and Nvidia are all making new all-time highs. 7:45 Greggs, a potential growth play. 10:45 Premier Foods. 12:15 ITV. 14:30 Melrose Industries. 15:45 Science in Sports. 17:30 Nichols Soft Drinks. 20:00 AIM Takeovers, Mattoli Woods and Spirent Communications 23:40 Subscription-based companies on AIM. Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion  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.
IC007 Your Weekly Investor’s Champion Wrap Up Covering St James Place, Warren Buffett, Apple, Currys, Ocado, Howdens, Aston Martin, Tristel, Marlowe, Brickability, Kitwave, Avingtrans & Much More
02-03-2024
IC007 Your Weekly Investor’s Champion Wrap Up Covering St James Place, Warren Buffett, Apple, Currys, Ocado, Howdens, Aston Martin, Tristel, Marlowe, Brickability, Kitwave, Avingtrans & Much More
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events including Warren Buffett’s annual shareholder letter and plenty of company news covering St James Place, Berkshire Hathaway, Apple, Currys, Ocado, British Airways, Howdens, Aston Martin, Tristel, Marlowe, Brickability, Kitwave and Avingtrans Timestamps: 1:40 Warren Buffett's annual shareholder letter. 5:15 UK competition watchdog opens probe into 8 housebuilders. 7:20 Ocado, yet to make a profit. 8:45 Currys takeover proposal. 9:30 Howdens expanding into Europe. 11:30 British Airways flying high. 12:45 St James Place feeling the pain. 17:00 Aston Martin, perhaps not luxury enough. 19:10 Tristel making headway in the US. 20:10 Marlowe claims shareholder value delivered, but has it really? 23:00 Big purchase from the retiring Brickability CEO. 23:50 Kitwave, great results and dividend increase. 25:45 Avingtrans, is tough to value, but plenty of potential Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion    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.
IC006 International & UK Economic News, Company Specific News Including Nvidia, Super Micro Computer, Vertiv Holdings, Coca-Cola, Hermes International, Dunelm, Bloomsbury Publishing, Jet2 & Much More
17-02-2024
IC006 International & UK Economic News, Company Specific News Including Nvidia, Super Micro Computer, Vertiv Holdings, Coca-Cola, Hermes International, Dunelm, Bloomsbury Publishing, Jet2 & Much More
In this week's episode of the Investor’s Champion Podcast, we hear Chris and Lee run through key news events including Nvidia, Super Micro Computer, Vertiv Holdings, Coca-Cola, Hermes International, Dunelm, Bloomsbury Publishing, Jet2, Jarvis Securities, Water Intelligence and much more Timestamps: 1:10 UK economic news 3:00 Japanese Nikkei news 3:30 Hermes International (RMS) 5:30 AI stocks Nvidia (US:NVDA), Super Micro Computer (US:SMCI), Vertiv Holdings (US:VRT) 12:00 Coca-Cola (US:KO) 15:20 Dunelm (DNLM) 18:15 Bloomsbury Publishing (BMY) 20:20 Jet2 (JET2) 23:30 Jarvis Securities (JIM) 26:15 Water Intelligence (WATR) Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion website here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion    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.
IC005 Investing Lessons, Learning Patience, Company Specific News Including McDonalds, Uber, ARM Holdings, Barrats, PCI-PAL, Alumasc, Sondrel, Sanderson Design Group & Much More
10-02-2024
IC005 Investing Lessons, Learning Patience, Company Specific News Including McDonalds, Uber, ARM Holdings, Barrats, PCI-PAL, Alumasc, Sondrel, Sanderson Design Group & Much More
In this week's episode of the Investor’s Champion Podcast, we hear Chris and Lee run through key news events including leaning patience and company-specific news from McDonald's, Uber, ARM Holdings, Barrats, PCI-PAL, Alumasc, Sondrel, Sanderson Design Group and many more. Timestamps: 1:00 International market: McDonalds, and Uber 11:30 UK main market: Barrett, Red Row and British American Tobacco 17:30 AIM market: Alumsac, Beeks Financial, Filtronic, PIC-PAL, Sanderson Design Group, Sondrel 27:45 What can we learn from the US when it comes to marketing UK companies Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor’s Champion here: https://www.investorschampion.com/ Follow Investor’s Champion on X here: https://twitter.com/investchampion  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.