E264 - Dunelm, Shell, AG Barr, Novo Nordisk, GSK & Eli Lilly

In this episode we discuss BAE Systems, InterContinental Hotels Group, Centrica, Coca-Cola Europacific, BHP & Wolters Kluwer$ba. $ihg $cna $ccep $bhp $wkl#ba. #ihg #cna #ccep #bhp #wkl

Arthur is a 22-year-old real estate professional with an early and genuine interest in investing. He spent part of his schooling in the Bronx, New York, before returning to the UK and graduating from the University of Reading with a 2:1 in Real Estate. Arthur now works at Knight Frank in their Residential Investment Team, where he focuses on residential investment analysis and advisory work. He began learning about investing at a young age and has continued to build his knowledge alongside his professional experience, bringing a thoughtful and grounded perspective to investing.This episode focuses on Arthur's investing journey and how he started investing at 14, as well as what investing is like at the start of your career, concentration, and building out your portfolio.

In this episode we discuss Barratt Redrow, Coca-Cola HBC, British American Tobacco, The Magnum Ice Cream Company, Unilever & Shopify$btrw $cch $bats $micc $ulvr $shop$btrw #cch #bats #micc #ulvr #shop

In this episode we discuss Dunelm, Shell, AG Barr, Novo Nordisk, GSK & Eli Lilly$dnlm $novob $bag $shel $gsk $lly$dnlm #novob #bag #shel #gsk #lly

In this episode we discuss easyJet, Sage Group, Lloyds, Filtronic, ASML & PayPal$ezj $sge $lloy $ftc $asml $pypl#ezj #sge #lloy #ftc #asml #pypl

In this episode we discuss Airtel Africa, Experian, Games Workshop, J D Wetherspoon, Wolters Kluwer & Netflix$aaf $expn $gaw $jdw $wkl $nflx#aaf #expn #gaw #jdw #wkl #nflx

In this episode we discuss Persimmon, Greggs, Taylor Wimpey, Associated British Foods, Whitbread & AirBnB$psn $grg $tw. $abf $wtb $abnb#psn #grg #tw. #abf #wtb #abnb

In this episode we discuss Next, AO World, Tesco, Cranswick, Sainsburys & Nike$nxt $ao. $tsco $cwk $sbry $nke#nxt #ao. #tsco #cwk #sbry #nke

In this episode we discuss British American Tobacco, Moonpig, Carnival, Hollywood Bowl, Currys & Wix$bats $moon $ccl $bowl $cury $wix#bats #moon #ccl #bowl #cury #wix

In this episode we review our £1m fantasy portfolio and its performance after 5 years, as well as suggesting changes to the portfolio heading into year 6.