E78 - Fevertree, Trainline, Kingfisher, Schroders, Ocado & Bumble
The Investor Way
by The Investor Way
5d ago
In this episode we discuss Fevertree, Trainline, Kingfisher, Schroders, Ocado & Bumble. $fevr $trn $kgf $sdr $ocdo $bmbl ..read more
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E76 - Andrew Wagner Interview
The Investor Way
by The Investor Way
5d ago
Andrew Wagner is a writer, a researcher, an analyst, and a passionate advocate for economics education. He is the author of “The Economics of Online Gaming: A Player’s Introduction to Economic Thinking”, a book about using an online game to better understand economic ideas that apply to the real world. He is also the founder and Chief Investment Officer of Wagner Road Capital Management, a Minnesota-based registered investment adviser. Through his firm, he provides investment consulting services to professional fund managers and manages investment portfolios that identify and invest in hi ..read more
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E73 - Paul Ahdal Interview (Twitter - @PaulAhdal)
The Investor Way
by The Investor Way
5d ago
In this episode Sam interviews Paul Ahdal (Twitter - @PaulAhdal). Paul is a private investor who is aiming to become financially independent by the age of 50. In order to achieve this goal he looks to either buy quality companies at a reasonable price or buy companies that are attractive due to market over reactions, and use funds, trusts and ETFs for international and sector diversification. In doing this Paul is guided by his golden rules of valuation and patience ..read more
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E72 - Shell, Airtel Africa, BT, Novo-Nordisk, AG Barr, Meta & Irrational Exuberance
The Investor Way
by The Investor Way
5d ago
In this episode we discuss Shell, Airtel Africa, BT, Novo-Nordisk, AG Barr & Meta. There is also a book review of Irrational Exuberance by Robert Shiller at the end. $shel $aaf $bt.a $nvd $bag $fb ..read more
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E127 - Greggs, Entain, Ibstock, Darktrace, Dominos (UK) & Nike
The Investor Way
by The Investor Way
5d ago
In this episode we discuss Greggs, Entain, Ibstock, Darktrace, Dominos (UK) & Nike $grg $ent $ibst $dark $dom $nke ..read more
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E126 - PHP, Rightmove, Persimmon, LSE, AB InBev & Wendy's
The Investor Way
by The Investor Way
5d ago
In this episode we discuss Primary Health Properties, Rightmove, Persimmon, London Stock Exchange Group, AB InBev & Wendy's. $php $rmv $psn $lseg $abi $wen ..read more
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E125 - moneysupermarket, Nestle, Hargreaves Lansdown, Centrica, Coca-Cola HBC & Coca-Cola
The Investor Way
by The Investor Way
5d ago
In this episode we discuss moneysupermarket, Nestle, Hargreaves Lansdown, Centrica, Coca-Cola HBC & Coca-Cola $mony $nesn $hl. $cna $cch $ko ..read more
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E124 - Steve Daniels Interview (Twitter - @ScroogeMcCodf) - Part 2
The Investor Way
by The Investor Way
5d ago
This is the second part of Sam's interview with Steve Daniels (Twitter - @ScroogeMcCodf). Steve is one of the co-hosts of the PlayingFTSE podcast. He has been investing privately and publicly for about 15 years with a focus on businesses that he considers high quality growers with low risk profiles.  If you want to hear more from Steve or see what's in his portfolios search 'PlayingFTSE' on YouTube / wherever you get your podcasts. Part one of this interview focuses on Steve's investing philosophy and part two focuses on his portfolio and some of the stocks in it.  ..read more
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E122 - BAT, PZ Cussons, Unilever, BP, Redrow & Disney
The Investor Way
by The Investor Way
5d ago
In this episode we discuss British American Tobacco, PZ Cussons, Unilever, BP, Redrow & Disney $bat $pzc $ulvr $bp. $rdw $dis ..read more
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E121 - Airtel Africa, Entain, Dr Martens, Shell, BT & Apple
The Investor Way
by The Investor Way
5d ago
In this episode we discuss Airtel Africa, Entain, Dr Martens, Shell, BT & Apple. $aaf $ent $docs $shel $bt.a $aapl ..read more
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