E86 - Airtel Africa, Boohoo, Deutsche Post, Shell, Sage & Disney

Due to holidays we are re-releasing E115 from the archives this week. The Investor Way welcomes good friend of the podcast Dr Gavin Gordon, a doctor in the North of England who comes on the show to discuss his passive investing strategy. With Jon, they go over general approach, mindset, index funds and ETFs, holding for the long term and exploring potential future issues with passive investing. Both Jon and Gavin are keen to hear all comment and criticism from listeners as the Investor Way journeys into passive investing for the long term!

In this episode we discuss ABInbev, BP, BAE Systems, Airtel Africa, JD Wetherspoons & Disney $abi $bp $ba $aaf $jdw $dis

In this episode we discuss Hargreaves Lansdown, Haleon, Mondi, Whitbread, Trainline & MasterCard $hl. $hln $mndi $wtb $trn $ma

In this episode we discuss Boohoo, Unilever, RELX, Nestle, Associated British Foods & PepsiCo $boo $ulvr $rel $nesn $abf $pep

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