E91 - DS Smith, Ashtead, Experian, Berkely Group, Inditex & Adobe

In this episode we discuss easyJet, LVMH, Rentokil, ASOS, Dunelm & Netflix. $ezj $mc $rto $asos $dnlm $nflx

In this episode we discuss Imperial Brands, Gamma Communications, Tesco, Team17, Unite & Upwork. $imb $gama $tsco $tm17 $utg $upwk

In this episode we discuss Fevertree, Playtech, AG Barr, Flutter Entertainment, Carnival & McCormick $fevr $ptec $bag $fltr $ccl $mck

Due to schedulling difficulties this week we have re-released an old episode from the archives. In this episode Sam interviews Bill Cynecki (Twitter - @Wild_Bill32) After achieving returns of over 5,000% in 2020-21, Bill was a self-made millionaire before the age of 30, turning $20k into $1.3m. Bill then lost over 90% of this in 2021-22 and is now trying to make it back and help others along the way. Bill runs a very concentrated portfolio and uses leverage to try to maximise his returns. Please note this is a very high risk strategy and although it is different from the usual strategies covered on the show we believe there is a lot to learn from Bill and this interview, his openness and honesty about his failures as well as his successes make this a very insightful and interesting interview.

In this episode we discuss Prudential, Direct Line, Next, Trust Pilot, JD Wetherspoon & Guess. $pru $dlg $nxt $trst $jdw $ges

In this episode we discuss Persimmon, Dominos, Vistry Group, Keywords Studios, Berkeley Group & Sea Limited

In this episode we discuss Greggs, ITV, Entain, Darktrace, DS Smith & Disney $grg $itv $ent $dark $smds $dis

In this episode we discuss Primary Health Properties, Rightmove, Reckitt Benckiser, Tritax Big Box REIT, Haleon & Etsy $php $rmv $rkt $bbox $hln $etsy

In this episode we discuss Coca-Cola Hellenic Bottling Company, BAE Systems, Hargreaves Lansdown, Nestle, InterContinental Hotels Group & Nvidia $cch $ba. $hl. $nesn $ihg $nvda

In this episode we discuss Dunelm, Segro, NatWest, Centrica, moneysupermarket & Coca-Cola $dnlm $sgro $nwg $cna $mony $ko