Shows
Private Investor's PodcastsVTP005 Inflation Figures, UK Small-Caps News, Commodity Producers & Value vs. QualityBruce Packard and Mark Simpson discuss two of our most recent additions to our portfolios. UK inflation figures and whether the corresponding market moves are logical or not. We touch on house-builders and building product suppliers. How much investors should pay for quality companies such as Games Workshop? Other key topics: Companies discussed include Reach (RCH), Games Workshop (GAW), Anglo-Eastern Plantations (AEP), M.P.Evans (MPE), National World (NWOR) and many more. A robust debate on how investors should apply their own adjustments to financial figures using REACH as an example. How do we manage the...
2023-07-2945 min
Private Investor's PodcastsIRT002 Round Table Discussing Asset Allocation, Ocean Wilsons (OCN), Tristel (TSTL) & Arcontech (ARC)This time on The Investors Round Table Maynard Paton, Roland Head, Mark Simpson, and Bruce Packard discuss asset allocation and the investment potential of Ocean Wilsons (OCN), Tristel (TSTL) & Arcontech (ARC). A healthy four-way debate about the shares they own, their portfolios, and the markets. //SUPPORT US// Join private investors Mark Simpson, Bruce Packard, Roland Head and Maynard Paton as they discuss their shares, portfolios, and the markets in a mix of healthy debates, lively conversations and in-depth discussions. And submit your questions for the hosts to answer! The l...
2023-07-0959 min
Private Investor's PodcastsPIP013 Maynard & Roland Analyse IntegraFin, AJ Bell & Hargreaves Lansdown, But Which Is The Best Buy?This time Maynard Paton and Roland Head discuss the investment potential of investment platforms IntegraFin (IHP), AJ Bell(AJB) and Hargreaves Lansdown (HL), but which one? IntegraFin (IHP) is an investment platform like Hargreaves Lansdown (HL) and AJ Bell (AJB) but for financial advisers only. IntegraFin was founded in 1999 and is an FTSE 250 company with a co-founder still on the board who is still a significant shareholder. During this podcast, Maynard and Roland discuss IntegraFin and its reoccurring revenue from management and platform fees comparing them to AJ Bell and Hargreaves Lansdown, who are both l...
2023-07-0248 min
Private Investor's PodcastsVTP004 Mark & Bruce Discuss UK Small-Caps, Artificial Intelligence Mania, Using Stop Losses & Investor Red FlagsBruce Packard and Mark Simpson discuss artificial intelligence, UK small-caps DX Group (DX), Bruce’s recent purchases of Frontier Developments (FDEV) and the most recent addition to Mark’s portfolio Paypoint (PAY). Other key topics: How to potentially play the artificial intelligence mania. Attending Mello and listening to Lord Lee present. Paypoint (PAY), DX Group (DX) Frontier Developments (FDEV). When is the right time to use stop losses? Broker forecasts and investor red flags to watch out for. Private equity IPOs. Timestamps: 1:1...
2023-06-1838 min
Private Investor's PodcastsIRT001 Investor’s Round Table Podcast with Maynard Paton, Roland Head, Mark Simpson & Bruce Packard.Welcome to the first episode of The Investor’s Round Table Podcast with Maynard Paton, Roland Head, Mark Simpson, and Bruce Packard. A healthy four-way debate about the shares we own, our portfolios, and the markets. In our first episode, we discuss the UK housing market and the investment potential of Bellway (BHT) vs a sector ETF. Is wiring specialist Luceco (LUCE) a deep value play or a quality buffet-style compounder and whether fashion retailer Superdry (SDRY) will succeed with its turnaround strategy? We finish off with an interesting discussion on how many stocks we ow...
2023-06-111h 01
Private Investor's PodcastsVTP003 Mark & Bruce Discuss UK Small to Mid-Caps, Inflation & Fully Invested vs CashBruce Packard and Mark Simpson discuss a hand full of UK small to mid-cap companies including a recent addition to Bruce’s portfolio; Hargreaves Lansdown (HL). Bruce and Mark also discuss the investment potential of Abrdn (ABDN), iEnergizer (IBPO), Kape Technologies (KAPE), Quarto Group (QRT) and Superdry (SDRY). Other key topics: Whether it’s better to be in cash or fully invested? When will inflation peak and the surge in demand for money market funds? Terry Smith's banned words and phrases. Discussing placings and right issues; are they...
2023-04-2537 min
Private Investor's PodcastsVTP002 Mark & Bruce Discuss The Computer Gaming Industry, TP ICAP, Investment Research and Share InsightsMark Simpson and Bruce Packard discuss one of the stand-out companies for Mark last year, TP ICAP (TCAP), whether the computer gaming industry is a value play or value trap covering Team 17 (TM17) and Tiny Build (TBLD). Are companies trading at cash or just below good companies to buy right now? Mark shares the latest addition to his stock portfolio Luceco (LUCE) who are designers, suppliers & manufacturers of high-quality and efficient LED lighting. How much research do Mark and Bruce carry out on companies including the metrics they look for as a quality and a...
2023-04-0639 minPrivate Investor's PodcastsVTP001 Mark & Bruce Discuss The Banking Crisis, SVB, Sylvania Platinum, Arcontech, Portfolio Management & Share TipsWelcome to the first episode of The Value Trapped Podcast, the podcast where private investors Bruce Packard and Mark Simpson discuss the UK small to mid-cap share market, including shares they own as well as shares they probably shouldn’t own. Weaved into the conversation will be insightful nuggets of information on portfolio management, stock analysis and the macro landscape for the UK share market. Mark Simpson has been investing in individual stocks since 2003. Over the last decade, Mark has generated a 19% compound annual return following a Value methodology vs an FTSE All-Share Total Return Index that ha...
2023-04-0639 min