PODCAST

The Investor Way

The Investor Way is a weekly investing podcast focused on UK stocks and shares.

business investing

All Episodes

00:42:39

Episode 17 - Barratt Developments, M&S, Sainsburys,...

The Investor Way ·

2021/01/10

In this episode we discuss Barratt Developments, M&S, Sainsburys, Morrisons & Next We also discuss Berkshire Hathaway's AGMs and some of their key takeaways, and give details of an upcoming FinTwit conference for 2021. $mks $mrw $bdev $nxt $sbry

00:52:29

Episode 16 - 2020 Year Review, Finding and Valuing...

The Investor Way ·

2021/01/03

In this episode we review our portfolios and thoughts on the year 2020, and our thoughts going into 2021. We also answer a listener question on how to find and value businesses. In addition there is a book review of The Psychology of Money by Morgan Housel at the end.

01:03:20

Episode 15 - The Investor Way Fantasy Portfolio

The Investor Way ·

2020/12/28

In this episode we construct a £1,000,000 fantasy portfolio. We consider the allocation between commodities, index funds, and individual stocks, and then select the funds and stocks to be included.

00:54:29

Episode 14 - Purple Bricks, Watches of Switzerland,...

The Investor Way ·

2020/12/20

In this episode we discuss Purple Bricks, Watches of Switzerland, Inditex, and Ruffer's decision to allocate 2.5% of fund assets to Bitcoin. There is also a book review of A Random Walk Down Wall Street by Burton Malkiel at the end. $purp $wosg $itx $btc

00:40:39

Episode 13 - Ashtead, Ted Baker, Balfour Beattie, DS...

The Investor Way ·

2020/12/13

In this episode we discuss Ashtead, Ted Baker, Balfour Beattie, DS Smith & AirBnB. $aht $ted $bby $smds $abnb

00:40:15

Episode 12 - Countryside, Future, Avon Rubber, Zuora...

The Investor Way ·

2020/12/06

In this episode we discuss Countryside Properties, Future, Avon Rubber & Zuora. There is also a book review at the end of The Innovator's Dilemma by Clayton Christensen. $avon $futr $csp $zuo

00:38:58

Episode 11 - Aviva, Brewin Dolphin, Britvic, AO & Dell

The Investor Way ·

2020/11/30

In this episode we discuss Aviva, Brewin Dolphin, Britvic, AO World & Dell. $av $brw $bvic $ao $dell

00:40:41

Episode 10 - Homeserve, Imperial Brands, Big Yellow...

The Investor Way ·

2020/11/21

In this episode we discuss Homeserve, Imperial Brands, Big Yellow Group, easyJet & SE Ltd. $hsv $imb $byg $ezj $se

00:48:27

Episode 9 - ITV, Burberry, Persimmon, Taylor Wimpey,...

The Investor Way ·

2020/11/15

In this episode we discuss ITV, Burberry, Persimmon, Taylor Wimpey, Direct Line & Disney.. We also discuss some of the more general movements in the markets this week following the announcement of Pfizer's vaccine. $itv $brby $tw $psn $dlg $dis

00:47:19

Episode 8 - Autotrader, AstraZenica, DS Smith,...

The Investor Way ·

2020/11/07

In this episode we discuss Autotrader, AstraZenica, DS Smith, Ocado, Marks & Spencer, Sainsburys & Upwork. $auto $mks $sbry $ocdo $azn $smds $upwk

00:49:43

Episode 7 - Ibstock, Shell, Banks, Etsy & The Richest...

The Investor Way ·

2020/10/31

In this episode we discuss Ibstock, Royal Dutch Shell, Barclays, NatWest, Lloyds, Standard Chartered & Etsy. We also do a book review at the end of the Richest Man in Babylon. $ibst $rdsb $barc $nwg $lloy $stan $etsy

00:47:01

Episode 6 - JD Wetherspoon, Unilever, Reckitt...

The Investor Way ·

2020/10/24

In this podcast we discuss Episode 6 - JD Wetherspoon, Unilever, Reckitt Benckiser, Snap, moneysupermarket & AJ Bell. $jdw $ulvr $rb $snap $mony $ajb

00:45:47

Episode 5 - ASOS, Tritax Big Box REIT, Rathbones &...

The Investor Way ·

2020/10/17

In this episode we discuss ASOS, Tritax Big Box REIT, Rathbones & Disney.

00:51:14

Episode 4 - Tesco, Imperial Brands, British Land Co,...

The Investor Way ·

2020/10/10

In this episode we discuss Tesco, Imperial Brands, British Land Co, and Square's decision to invest in Bitcoin. We also do a book review on The Ivy Portfolio and look at how the Harvard and Yale endowments have been able to outperform the markets with lower volatility, and how individual investors can do the same.

00:56:04

Episode 3 - Asda, Ocado, William Hill, Greggs & How...

The Investor Way ·

2020/10/04

In this episode we discuss Asda, Ocado, William Hill & Greggs. We also review Andrew Craig's book How to Own the World, particularly in relation to his comments on portfolio allocation, commodities, and Bitcoin.

00:42:54

Episode 2 - Pets at Home, AG Barr, Whitbread, Boohoo...

The Investor Way ·

2020/09/26

In this episode we discuss the general pullback in the UK market on Monday. We also talk about recent updates from Pets at Home, AG Barr, Whitbread, Boohoo, and Pennon.

00:39:40

Episode 1 - ABF, Redrow, Trainline & Fevertree

The Investor Way ·

2020/09/25

In this episode we discuss Associated British Foods, Redrow, Trainline, and Fevertree.

00:47:19

Episode 0 - Introduction

The Investor Way ·

2020/09/25

In this episode we introduce ourselves, our styles of investing, and discuss Peloton, Games Workshop, Tesla, and Rightmove.

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