#JUP #AJB #PMI #ASHM #WINK #TPFG #LORD #PAY #ELCO #BATS #SUP #888 #RNK #CVSG



On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Graham Neary, where we discussed:

00:00 His investment approach & portfolio performance YTD’24

05:15 Distinguishing between value plays and value traps.

10:10 Jupiter Fund Management

15:50 AJ Bell

19:30 Premier Miton

24:05 Ashmore

29:55 M Winkworth & Property Franchise Group

35:45 Lords Group Trading

39:40 Paypoint

45:15 Eleco

50:55 British American Tobacco and dividends vs stock buybacks

58:20 Supreme

62:30 888 Holdings and when to sell

70:25 Rank Group

75:00 CVS Group



Disclosure : Graham owns #888 & #BATS, whilst I hold #PMI & #ELCO. #SUP, #ELCO, #LORD are Vox Markets clients.