In this episode we discuss Next, Dominos, Inditex, Greggs, DS Smith & Buzzfeed.
$nxt $dom $itx $grg $smds $bzfd
D'autres épisodes de "The Investor Way"
E87 - Luke Hallard Interview Part 2 (Twitter - @7LukeHallard)
1:30:39In this episode Luke Hallard (Twitter - @7LukeHallard) returns for the second part of his interview to discuss his own portfolio. The companies discussed include Shopify, Tesla, Fiverr, AirBnB, Google, Amazon & Crowdstrike. $shop $tsla $fvrr $abnb $googl $amzn $crwd
E84 - Luke Hallard Interview (Twitter - @7LukeHallard)
1:37:46Luke Hallard (Twitter - @7LukeHallard) is a lead advisor for 7investing. He primarily invests in technology and innovation, with a current bias towards health-tech and companies enabling the ‘work from anywhere’ economy. Luke invests in US equities, but he also has a handful of angel investments, with two successful exits to date. Although Luke’s portfolio spans many industries, a key factor his personal investments have in common is that they all seek to make the world a better, less complex place. Luke invests with his head, but his heart occasionally exercises the power of veto. Luke and Simon first met when Simon guested on the Telescope Investing podcast. Simon immediately recognised the close affinity between 7investing and the long-term growth investing strategy that Luke has successfully employed through the last eighteen years, delivering a market-beating compound growth rate in his personal portfolio of over 26% annually. Prior to joining 7investing, Luke spent 25 years as a Programme Director leading organisational change at HSBC Bank. His knowledge of conduct, financial crime risk, data privacy, sanctions screening, anti-money laundering, and payments transparency is happily fading into a hazy memory of bureaucracy and complexity. Luke holds trustee and grant panel roles with multiple UK charities in the social welfare sector. He’s married to Katrina, and they live in London with their Siberian cat, Sushi. Luke has a passion for health and physical fitness. He’s completed the London Marathon, and is currently training for a 4x4x48 challenge, running four miles every four hours for 48 hours. He dedicates his winters to skiing and snowboarding, and in a final bid to successfully land a back-flip on a board he recently attended trampoline classes. Luke is a motorcycling enthusiast and regularly tours Europe by bike, although his favourite stretches of roads are in Japan. He’s embarrassingly slow on the racetrack despite living fifteen minutes from an internationally renowned motor racing circuit, and spent his younger years volunteering as an observer with the Institute of Advanced Motorcyclists.
E83 - Sachin Govind interview (Twitter & IG @Sachin_Govind)
1:06:20Sachin is a pharmacist who has recently become a property investor and is looking to move into development. In this episode we take a deep dive into: His background Why he got into property investing The highs and lows of property What he has learnt so far And much more.