E240 - Halma, Diageo, Cake Box Holdings, Frasers Group, Mony Group & Verizon

In this episode we discuss Persimmon, Aviva, Admiral, Diversified Energy Company, TUI & PayPal$psn $av. $adm $dec $tui1 $pypl#psn #av. #adm #dec #tui1 #pypl

In this episode we discuss London Stock Exchange Group, Ibstock, Deliveroo, British American Tobacco, Mondi & Eli Lilly$lseg $ibst $roo $bats $mndi $lly#lseg #ibst #roo #bats #mndi #lly

In this episode we discuss Domino's, Diageo, Coca-Cola HBC, Novo Nordisk, Tritax Big Box REIT & Disney $dom $dge $cch $novob $bbox $dis#dom #dge #cch #novob #bbox

In this episode we discuss Games Workshop, Unilever, Haleon, Taylor Wimpey, Greggs & Visa$gaw $ulvr $hln $tw. $grg $v#gaw #ulvr #hln #tw. #grg #v

In this episode we discuss Centrica, Rightmove, PHP, Airtel Africa, Reckitt Benckiser & Coinbase$cna $rmv $php $aaf $rkt $coin#cna #rmv #php #aaf #rkt #coin

Please note there has been an issue with Sam's microphone. The audio is okay but not great and not at the standard we would like. A new microphone has been ordered but we would recommend listening to this episode with headphones on rather than via a speaker, as via a speaker some of it is much harder to understand than normal.In this episode we discuss Halma, Diageo, Cake Box Holdings, Frasers Group, Mony Group & Verizon$hlma $dge $cbox $fras $mony $vz#hlma #dge #cbox #fras #mony #vz

In this episode we discuss Ocado, Barratt Redrow, Trustpilot, Experian, ASML & Netflix$ocdo $btrw $trst $expn $asml $nflx#ocdo #btrw #trst #expn #asml #nflx

In this episode we discuss Primary Health Properties, Mulberry Group, Greggs, Baltic Classifieds Group, Sainsbury's & Ashtead$php $mul $sbry $bcg $grg $aht#php #mul #sbry #bcg #grg #aht

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