01-11-2024
193: TWINPETESINVESTING PODCAST 139: With special guest Fund Manager, Tom Dorner, co-Manager of PCFT, their winning long-term investing methodology, FIS, Beazley, JPM, Arch Capital, BARC, UniCredit, UK Budget & Aim winners CRW AMS JDG VLX BRK ALU Mello Derby &
The topics, stocks and shares mentions / discussed include:
A fantastic discussion with Fund Manager, Tom Dorner, co-Manager of Polar Capital Global Financials Trust (PCFT)
PCFT's winning long-term investing methodology,
Fidelity National Information Services Inc / FIS
Beazley / BEZ
JP Morgan Chase / JPM
Arch Capital / ARCH
Barclays / BARC
UniCredit / UCG
Mastercard / Visa
Mergers, MNA, Consolidation
Investing themes, Banks, Banking, Insurance, Re-Insurance, Payments, Private Equity
Politics, Geo-politics, US Elections
Balance sheets / ESG Factors
Ai
The UK Budget & the AIM market winners,
AIM IHT / ISA Allowance / Investing risks
Craneware / CRW
Advanced Medical Solutions / AMS
Judges Scientific / JDG
Volex /VLX
Brooks Macdonald / BRK
Alumasc / ALU
Mello Derby on 19th & 20th November
Charity
Sharescope / Sharepad special discount offer code https://www.sharescope.co.uk/landing_sharepad.jsp : TwinPetes
Henry Viola-Heir’s blog https://theethicalentrepreneur.com/
Investors’ Chronicle sponsor https://www.investorschronicle.co.uk/product-matrix?pageSource=header-cta&referer=cta the TwinPetesInvesting Challenge
Harriman House books sponsor https://harriman.house/ the TwinPetesInvesting Challenge
Powder Monkey Brewing Co All Products https://powdermonkeybrewing.com/collections/all-products 10% discount code : TWINPETES
CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 https://www.justgiving.com/page/twinpeteschallenge24 Just Giving page
Investing
Trading & more
The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help. https://www.justgiving.com/page/twinpeteschallenge24