E275 - ASOS, RELX, British Land Co, LSEG, Reckitt & ABF

In this episode we discuss British Land Co, Sage, Ibstock, AutoTrader, M&S & Cranswick$blnd $sge $ibst $auto $mks $cwk#blnd #sge #ibst #auto #mks #cwk

In this episode we discuss Greggs, Burberry, Imperial Brands, Premier Foods, TUI & Nvidia$grg $brby $imb $pfd $tui1 $nvda#grg #brby #imb #pfd #tui1 #nvda

In this episode we discuss Airtel Africa, Novo-Nordisk, Rightmove, JD Sports, Trainline & Disney$aaf $novob $rmv $jd. $trn $dis#aaf #novob #rmv #jd. #trn #dis

In this episode we discuss Aston Martin, Unilever, Whitbread, The Magnum Ice Cream Company, GSK & Coca-Cola$aml $ulvr $wtb $micc $gsk $ko#aml #ulvr #wtb #micc #gsk #ko

In this episode we discuss ASOS, RELX, British Land Co, LSEG, Reckitt & Associated British Foods$asc $rel $blnd $lseg $rkt $abf#asc #rel #blnd #lseg #rkt #abf

In this episode we discuss Imperial Brands, Unite Group, Barratt Redrow, ASML, Tesco & Taiwan Semiconductor Manufacturing Co $imb $utg $btrw $asml $tsco $tsm#imb #utg #btrw #asml #tsco #tsm

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.