E295 - Mondi, Whitbread, Softcat, ASML, Bytes Technology & TSMC

In this episode we discuss Haleon, Reckitt Benckiser, The Magnum Ice Cream Company, Unilever, GSK & Coca-Cola$hln $rkt $micc $ulvr $gsk $ko#hln #rkt #micc #ulvr #gsk #ko

In this episode we discuss RELX, Dominos, LSEG, Auction Technology Group, Sainsbury's & SpaceX$rel $dom $lseg $atg $sbry $spcx#rel #dom #lseg #atg #sbry #spcx

In this episode we discuss Mondi, Whitbread, Softcat, ASML, Bytes Technology Group & TSMC$mndi $wtb $sct $asml $byit $tsm#mndi #wtb #sct #asml #byit #tsm

In this episode we discuss Hollywood Bowl, Tesco, JD Wetherspoons, Airtel Money, AG Barr & Carnival.$bowl $tsco $jdw $aaf $bag $ccl#bowl #tsco #jdw #aaf #bag #ccl

In this episode we discuss Vistry, ASOS, Mitchells & Butlers, Kingfisher, CVS Group & JD Sports$vty $asos $cvsg $kgf $mab $jd.#bvty #asos #cvsg #kgf #mab #jd.

In this episode we discuss Barratt Redrow, Boohoo, Next, Trustpilot, Supermarket Income REIT & Moonpig$btrw $debs $nxt $trst $supr $moon#btrw #debs #nxt #trst #supr #moon

In this episode we discuss Gamma Communications, Associated British Foods, Computacenter, M&G, Dunelm & Broadcom$gama $abf $ccc $mng $dnlm $avco#gama #abf #ccc #mng #dnlm #avco

In this episode, Sam is joined by Pat (X @patcat68), an automotive engineer with more than 30 years of industry experience. Pat's investing journey began alongside his career, with a modest £25 monthly contribution into a PEP - the forerunner of today's ISA. After testing various investing styles over three decades, he has settled on a blend of quality and growth businesses, alongside some occasional opportunistic swing trading. To keep his portfolio low-maintenance while working away from home, Pat relies heavily on investment trusts for diversification, and patience for the compounded returns.

In this episode, Sam is joined by Pat (X @patcat68), an automotive engineer with more than 30 years of industry experience. Pat's investing journey began alongside his career, with a modest £25 monthly contribution into a PEP - the forerunner of today's ISA. After testing various investing styles over three decades, he has settled on a blend of quality and growth businesses, alongside some occasional opportunistic swing trading. To keep his portfolio low-maintenance while working away from home, Pat relies heavily on investment trusts for diversification, and patience for the compounded returns.

In this episode we discuss Volex, Next, Goodwin, Prudential, Oxford Nanopore Technologies & Nvidia$vlx $nxt $gdwn $pru $ont $nvda#vlx #nxt #gdwn #pru #ont #nvda