PODCAST

In the Company of Mavericks

Jeremy McKeown

Conversations with people who dare to be different

business investing

All Episodes

29:23

The Weekly Call - The Deutsche Numis Indices, macro...

In the Company of Mavericks ·

2024/01/21

Jeremy McKeown and Gareth Evans are joined by Scott Evans of the London Business School and co-compiler of the Deutsche Numis Market Indices to discuss the performance of mid and small-cap last year, over the long term, and what might be driving equity market performance in 2024. In addition, they mention updates from Concurrent Technologies and Gamma Communications from last week.

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13:23

The Market Call - What spooked the Fed? Christmas...

In the Company of Mavericks ·

2024/01/14

Jeremy McKeown & Gareth Evans discuss the macro drivers behind this week's equity markets and some company updates that caught their attention. Companies mentioned this week include UK housebuilders, M&S, Marks Electrical, Sosander and Xaar.

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17:50

Introducing - The Market Call a podcast covering...

In the Company of Mavericks ·

2024/01/08

Jeremy McKeown and Gareth Evans discuss the main market trends from last year and the outlook for 2024. They discuss the October pivot on rate expectations, the rise of the Magnificent Seven AI wonder stocks, the outlook for Chinese and UK equities, and will a recovery in China be inflationary or deflationary. Will Trump win the US election, and what are the market implications? What about the UK? Can it be the best-performing market in 2024?Please press SUBSCRIBE so as not to miss future

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39:42

Tony Brewer of Likewise Group - A life in carpets

In the Company of Mavericks ·

2023/12/15

Tony Brewer of Likewise Group Guest co-host James Wilson of Phoenix Asset Management, manager of the Huginn Fund. A few weeks ago, James Wilson of Phoenix Asset Management joined me for a conversation with Tony Brewer, the founder and CEO of Likewise Group. James had talked about Tony and his investment in AIM-listed Likewise on a previous episode, and I had been keen to get Tony on ever since. Tony has spent his entire adult life in the floor coverings business developing Headlam from

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1:50

COMING SOON - Tony Brewer of Likewise - A life in...

In the Company of Mavericks ·

2023/12/12

Tony Brewer of Likewise Group Guest co-host James Wilson of Phoenix Asset Management, manager of the Huginn Fund. Have you ever wondered why small independent carpet shops can survive competing against the major multiple retailers?In a previous episode, James Wilson of Phoenix Asset Management talked about Tony Brewer previously of Headlam and now the founder and CEO of AIM-listed Likewise. Coming soon I am rejoined by James for a fascinating chat with Tony, about his life in carpets. This

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44:53

Nils Gornall of DP Poland - The Sport of Delivered Pizza

In the Company of Mavericks ·

2023/11/25

For this episode, I am joined by Gareth Evans, the founder and CEO of Progressive Equity Research for a conversation with Nils Gornall, the CEO of DP Poland, and a veteran Domino's Pizza operator. Nils started as a pizza maker at the age of 15 and opened his first franchised store in Perth, Western Australia, just before his 22nd birthday. It is fair to say Nils has pizza in his blood and gives us a masterclass in what makes a delivered pizza shop work and how to develop a winning

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1:12

COMING SOON - Nils Gornall of DP Poland - A TRAILER

In the Company of Mavericks ·

2023/11/23

We had a great time chatting with Nils Gornall the CEO of DP Poland, a couple of weeks ago. This episode, dropping soon is a masterclass on how to run a delivered pizza shop and what makes Domino's Pizza a global success story.

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53:12

Why Invest in the UK? Simon French, Alyx Wood &...

In the Company of Mavericks ·

2023/11/03

Earlier this year, in Episode 15, I spoke to Laurence Hulse and Alyx Wood about investing in the UK equity market from the perspectives of two UK-focused professional investors with distinctive strategies. On October 17th, I got Laurie and Alyx back together with Simon French, Chief Economist and Head of Research at City stockbroker Panmure Gordon, to ask the question, Why Invest in the UK? It was a great conversation on a live topic of interest for investors and one I hope to return

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0:32

TRAILER - Why Invest in the UK? with Simon French,...

In the Company of Mavericks ·

2023/10/30

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48:23

Edward Ziff of Town Centre Securities

In the Company of Mavericks ·

2023/10/18

This episode was recorded on September 21, 2023. For today’s episode, I am joined by the private investor and host of the Desert Island Investor podcast, Mark Atkinson, for a conversation with the Chairman and CEO of Town Centre Securities, Edward Ziff. Edward is the second-generation custodian of the family business with a rich history largely centred on the City of Leeds. Edward talks candidly about the challenges of managing a small listed real estate company in which his family holds a

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51:21

Alasdair Haynes of Aquis Exchange - a catch up

In the Company of Mavericks ·

2023/10/01

This episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies.This is a catch-up with Alasdair Haynes, founder and CEO of Aquis Exchange. He last appeared in Episode 3 in November 2021, and much has changed in the meantime. Aquis has continued to grow and is now ten years old. Alasdair has been at the forefront of innovation in stock market technology for

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19:05

Sukh Chamdal of Cake Box - a catch-up

In the Company of Mavericks ·

2023/05/26

This episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies.For today’s episode, I am rejoined by Sukh Chamdal, the founder and CEO of AIM-listed Cake Box. For background on Sukh and Cake Box, you should listen to episode 2 from November 2021, where Sukh talked about the formation of Cake Box as a retailer of egg-free celebration cakes and growth via a

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51:58

James Wilson of The Huginn Fund

In the Company of Mavericks ·

2023/05/05

This episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies.For today’s episode, David Seaman of Alpha Cygni Investment Management joins me for a conversation with James Wilson, fund manager of The Huginn Fund. The Huginn Fund applies the value investing principles of the wider Phoenix Asset Management team to international markets. However, James has his

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45:56

Mark Smithson of Marks Electrical

In the Company of Mavericks ·

2023/04/21

This episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies. I am joined by private investor Mark Atkinson, host of the Desert Island Investor Podcast, for a conversation with Mark Smithson, the founder and CEO of Marks Electrical. Marks Electrical is an AIM-listed online retailer of household electrical products providing nationwide next-day delivery of a

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34:40

Laurence Hulse of Onward Opportunities with Alyx Wood...

In the Company of Mavericks ·

2023/04/02

Today I am joined by two young active UK equity fund managers with distinct investment styles. Alyx Wood is the founder and Chief Investment Officer of Kernow Asset Management. Kernow is a contrarian investor using fundamental analysis and catalyst-driven mean reversion investing. Alyx is a long-short investor. Laurence Hulse is a Director of Dowgate Wealth. He is the fund manager of the recently launched investment company Onward Opportunities Ltd. Onward Opportunities' strategy is to

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51:20

Peter Keeling of Diaceutics

In the Company of Mavericks ·

2023/03/23

This episode is made possible by Progressive Equity Research Ltd. A great conversation with two Irishmen with deep domain knowledge in commercialising modern pharmaceutical products. This is a journey into the world of precision medicine and diagnostics. Padraic Dempsey, formerly CCO at Uniphar, joins me for a fascinating conversation with Peter Keeling, the founder and CEO of Diaceutics PLC. Diaceutics' data platform DXRX sits at the intersection of life science and data science as a

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42:05

Miles Adcock of Concurrent Technologies

In the Company of Mavericks ·

2023/01/27

Thanks to Progressive Equity Research for making this episode possible. In this episode, Miles talks about the changes he is implementing in the business and the opportunities to grow by product, industry, and geography, both organically and via acquisition. Miles demonstrates a wide-ranging understanding of the markets in which Concurrent operates and foresight of how to raise its growth ambitions. Since joining Concurrent, the business has had to cope with a significant component shortage

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29:33

Andrew Hollingworth on Investing in Mavericks

In the Company of Mavericks ·

2022/09/30

In this episode, Andrew Hollingworth of Holland Advisors discusses what he looks for in the maverick owner managers he invests in. He talks about what he chose to back Mike Ashley of Sports Direct, now Frasers and how he thinks about capital allocation and governance issues. He also runs through his investment thesis on JD Wetherspoon, and other owner-managed scale economy shared businesses like RyanAir and Charles Schwab. Andrew is the fund manager of the VT Holland Advisors Equity Fund

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38:49

Stephen Hemsley of Franchise Brands

In the Company of Mavericks ·

2022/07/01

I am joined by franchise industry veteran, Ian Bradley, for a conversation with Stephen Hemsley, Founder and Chairman of Franchise Brands. *** A REQUEST - I support a charity called Level Water which uses the power of swimming to change the lives of children with disabilities. Later this month I will be swimming the 6km from Averton Gifford to Bantham in Devon to help Level Water fund its noble cause. If you have found value in listening to the In the Company of Mavericks podcast series, I

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35:28

Andrew Austin of Kistos

In the Company of Mavericks ·

2022/05/27

This episode is a fascinating insight into the changing mix of our sources of energy from serial entrepreneur Andrew Austin. Andrew is founder and Executive Chairman of Kistos Plc which he founded in 2020. Kistos owns gas assets in the Dutch sector of the North Sea and has agreed to acquire an interest in the Greater Laggan Area, West of Shetland from Total. Andrew talks about how to structure M&A deals in volatile energy markets, the importance of low carbon locally sourced natural gas

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