E235 - BAT, Chemring Group, Pennon, B&M, Dr Martens & Adobe

In this episode we discuss Safestay, Tritax Big Box REIT, Watches of Switzerland Group, Halfords, Supreme & Fevertree$ssty $bbox $wosg $hfd $sup $fevr#ssty #bbox #wosg #hfd #sup #fevr

In this episode we discuss Tesco, Safestore, Carnival, Moonpig, Bunzl & Nike$tsco $safe $ccl $moon $bnzl $nke#tsco #safe #ccl #moon #bnzl #nke

In this episode we discuss British American Tobacco, Chemring Group, Pennon, B&M, Dr Martens & Adobe$bats $chg $pnn $bme $docs $adbe#bats #chg #pnn #bme #docs #adbe

In this episode Sam interviews Wesley Chambers (X - @InvestWithWes1). Wesley is a 29 year old contrarian value investor. Wesley's portfolio includes a lot of stocks from outside of his home UK market, including large allocations to US, French, and Chinese companies, and this is the focus for much of the interview. Wesley also has a Substack which you can subscribe to here.

In this episode we discuss AutoTrader, Pets at Home, C&C Group, British Land Co, Hollywood Bowl & Nvidia$auto $pets $ccr $blnd $bowl $nvda#auto #pets #ccr #blnd #bowl #nvda

In this episode we discuss Diageo, Mitchells & Butlers, Greggs, Cranswick, M&S & JD Sports$dge $mab $grg $cwk $mks $jd.#dge #mab #grg #cwk #mks #jd.

In this episode Sam interviews Matt who who goes by his X handle UK Dividend Investor (X - @UKDivInvestor).Matt is 32 from North East Essex, (no association with TOWIE). Matt began investing in the latter part of 2022, initially using MoneyBox, having reached a point in his career where he had some spare cash. Whilst using MoneyBox they started offering the opportunity to invest in individual stocks, Matt opted to invest in Apple. After a few months Matt received a dividend from Apple, subsequently did a bit of research and found that dividend investing resonated with him. Matt now hosts his own podcast, the UK Dividend Investor podcast, which you can find here.

In this episode we discuss Imperial Brands, Auction Technology Group, Burberry, Sage, TUI & Upwork$imb $atg $brby $sge $tui1 $upwk#imb #atg #brby #sge #tui1 #upwk

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

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