E283 - Ocado, Barratt Redrow, Funding Circle, ASML, ITV & Intuitive Surgical

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

In this episode we discuss Michael Page, BHP, The Magnum Ice Cream Company, JD Sports, Coca-Cola Europacific Partners & Alibaba$page $bhp $micc $jd. $ccep $baba#page #bhp #micc #jd. #ccep #baba

In this episode we discuss Tui, Haleon, Aviva, InterContinental Hotels, Entain & Disney$tui1 $hln $av. $ihg $ent $dis#tui1 #hln #av. #ihg #ent #dis

In this episode we discuss Dominos, Diageo, Coca-Cola HBC, Novo-Nordisk, Tritax Big Box REIT & Eli Lilly$dom $dge $cch $novob $bbox $lly#dom #dge #cch #novob #bbox #lly

In this episode we discuss Games Workshop, Unilever, LSEG, Greggs, Rightmove & Coca-Cola$gaw $ulvr $lseg $grg $rmv $ko#gaw #ulvr #lseg #grg #rmv #ko

In this episode we discuss Ocado, Barratt Redrow, Funding Circle, ASML, ITV & Intuitive Surgical $ocdo $btrw $fch $asml $itv $isrg#ocdo #btrw #fch #asml #itv #isrg

In this episode we discuss Moonpig, Babcock, Associated British Foods, Sainsbury's, Baltic Classifieds Group & Sunbelt Rentals$moon $bab $abf $sbry $bcg $sunb#moon #bab #abf #sbry #bcg #sunb