E201 - LVMH, Whitbread, ASML, Mony Group, Nestle, Netflix

In this episode we discuss Bunzl, Unilever, NatWest Group, Reckitt Benckiser, Barclays & Coca-Cola $bnzl $ulvr $nwg $rkt $barc $ko

In this episode we discuss LVMH, Whitbread, ASML, Mony Group, Nestle, Netflix $mc $wtb $asml $mony $nesn $nflx

In this episode we discuss Greggs, AG Barr, Tesco, JD Sports, Tui & PepsiCo $grg $bag $tsco $jd. $tui1 $pep

In this episode we discuss Barratt Redrow, Rightmove, Fevertree, Trustpilot, Next & Nvidia $btrw $fevr $nxt $rmv $trst $nvda

In this episode pilot and investor Andy returns to the show to discuss his portfolio and the changes he has made since his original interview in August 2023. Andy studied Business and Management at university, followed by a Quantity Surveying postgraduate. Upon graduation Andy worked for 10 years in construction and renewable energy. 10 years ago Andy retrained as an airline pilot and has been working in aviation ever since. Andy invests mostly in value and GARP stocks. Andy also hold a lot of REITs and asset backed investment trusts for the downside protection, as well as low cost ETFs for thematic exposure and diversification.

This episode was originally released in August 2023 and is being re-released prior to Andy's catch up interview in our next episode. In this episode Sam interviews pilot and investor Andy (X - @FlyingFinance), Andy studied Business and Management at university, followed by a Quantity Surveying postgraduate. Upon graduation Andy worked for 10 years in construction and renewable energy. Nine years ago Andy retrained as an airline pilot and has been working in aviation ever since. Andy invests mostly in value and GARP stocks. Andy also hold a lot of REITs and asset backed investment trusts for the downside protection, as well as low cost ETFs for thematic exposure and diversification. In part 2 of this interview Sam discusses Andy's portfolio and some of the stocks in it.

This episode was originally released in August 2023 and is being re-released prior to Andy's catch up interview in our next episode. In this episode Sam interviews pilot and investor Andy (X - @FlyingFinance), Andy studied Business and Management at university, followed by a Quantity Surveying postgraduate. Upon graduation Andy worked for 10 years in construction and renewable energy. Nine years ago Andy retrained as an airline pilot and has been working in aviation ever since. Andy invests mostly in value and GARP stocks. Andy also hold a lot of REITs and asset backed investment trusts for the downside protection, as well as low cost ETFs for thematic exposure and diversification. In part 1 of this interview Sam discusses Andy's investing philosophy.

In this episode Sam interviews James Cole. After studying chemistry at university, James trained as an accountant. Having first been exposed to the opportunities of investing in the wake of the GameStop saga, he now relies on bottom up analyses of companies financial prospects to identify primarily value opportunities. Alongside these single stocks, he does also hold several REITs, investment trusts and ETFs to try to capture other interesting economic trends.

In this episode Paul Ahdal returns to the show to discuss his portfolio and the changes he has made since his original interview in February 2022. Paul is a private investor who is aiming to become financially independent by the age of 50. In order to achieve this goal he looks to either buy quality companies at a reasonable price or buy companies that are attractive due to market over reactions, and use funds, trusts and ETFs for international and sector diversification. In doing this Paul is guided by his golden rules of valuation and patience.

This episode was originally released in February 2022 and is being re-released prior to Paul's catch up interview in our next episode. In this episode Sam interviews Paul Ahdal (Twitter - @PaulAhdal). Paul is a private investor who is aiming to become financially independent by the age of 50. In order to achieve this goal he looks to either buy quality companies at a reasonable price or buy companies that are attractive due to market over reactions, and use funds, trusts and ETFs for international and sector diversification. In doing this Paul is guided by his golden rules of valuation and patience.