E272 - Kingfisher, Next, Applied Nutrition, Carnival, Gamma Communications & Alibaba

In this episode we discuss Unilever, AG Barr, Boohoo, Wise, ASOS & Netflix$ulvr $bag $debs $wise $asc $nflx#ulvr #bag #debs #wise #asc #nflx

In this episode we discuss Kingfisher, Next, Applied Nutrition, Carnival, Gamma Communications & Alibaba$kgf $nxt $apn $ccl $gama $baba#kgf #nxt #apn #ccl #gama #baba

In this episode we discuss Kingfisher, Next, Applied Nutrition, Carnival, Gamma Communications & Alibaba$kgf $nxt $apn $ccl $gama $baba#kgf #nxt #apn #ccl #gama #baba

Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has continued working as a director and financial advisor at Jeremy Kaye Portfolio Management, as well as this he continues to run his fund. The fund has generated over 50% returns in each of the previous two years. We catch up on his fund performance, work as a financial advisor, the interaction between the two, his screening process, and the use of AI in his industry. Please note that although Joe is a financial advisor, nothing in this episode constitutes or is intended to constitute financial advice.

In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in April 2025. Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has purchased a firm of financial advisors Jeremy Kaye Portfolio Management, as well as this he continues to run a special situations fund, although the focus of the fund has changed.Joe shares his experience of purchasing a business, his experience in the financial advice industry, and changes to his own investment philosophy since his first interview, as well as discussing some of the stocks currently in his portfolio.Please note that although Joe is a financial advisor, nothing in this episode constitutes or is intended to constitute financial advice.

In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in May 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situations. In part 2 of this interview we discuss Joe's portfolio and some of the stocks and funds in it.

In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in May 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situations. In part 2 of this interview we discuss Joe's portfolio and some of the stocks and funds in it.

In this episode we discuss Dominos, Persimmon, Supermarket Income REIT, J D Wetherspoon, TrustPilot & Sunbelt Rentals$dom $psn $supr $jdw $trst $sunb#dom #psn #supr #jdw #trst #sunb

In this episode we discuss Ibstock, ITV, Reckitt Benckiser, LSE Group, Taylor Wimpey & Tritax Big Box REIT$ibst $itv $rkt $lseg $tw. $bbox#ibst #itv #rkt #lseg #tw. #bbox

In this episode we discuss Diageo, Mony Group, Aston Martin, Rightmove, Haleon & Wix$dge $mony $hln $rmv $aml $wix#dge #mony #hln #rmv #aml #wix