Shows
UK Investor MagazineA Systematic Approach to Stock Selection in 2026 with StockopediaThe UK Investor Magazine was delighted to welcome Ed Croft, CEO of Stockopedia, back to the podcast to explore the key drivers of returns in 2025 and look forward to 2026.Register here to learn how to identify stocks with a higher probability of market outperformanceThe podcast explores Stockopedia’s NAPS (No-Admin Portfolio System) portfolio, which has achieved remarkable returns of 345% since inception, approximately 15% annualised, over 11 years.The 2025 portfolio generated a 32% return with a 75% hit rate (15 winners out of 20 positions), outperforming 208 out of 209 fund managers in the IA UK All Companies se...
2025-12-2643 minUK Investor MagazineRules-based stock picking and building market-beating portfolios with StockopediaThe UK Investor Magazine was thrilled to welcome Ed Croft, Founder and CEO of Stockopedia, to the podcast to explore how investors can employ rules-based stock picking to build market-building portfolios.Register for ‘The Smarter Way to Build a Market-Beating Share Portfolio‘ webinar here.Stockopedia provides investors with proprietary analysis tools to assist their stock selection. Based on a QVM philosophy (Quality, Value, and Momentum), these tools give investors the data required to build their own rules-based portfolio. Ed outlines the methodology behind the philosophy and the key company characteristics it seeks out.
2025-05-1349 min
Companies And Markets WeeklyDeepSeek rocks the Magnificent 7, and a tonic for Fever Tree shareholders?In this week’s episode, Lawrence is joined by Graham Neary and Megan Boxall. They discuss:02:20 - Fevertree #FEVR - can its recent strategic partnership with Molson Coors put the fizz back in its investment case?11:54 - WH Smith #SMWH - we discuss the sale of its high street business, and whether there’s a potential opportunity for it to re-rate as a lower-debt travel business.18:33 - PayPoint #PAY - this week’s trading update from one of the UK’s “best fintech stocks”, and what value are shareholders really getting from its buyback sche...
2025-01-3156 minCompanies And Markets WeeklyHidden alpha in 'ahead of expectations', and relief in the UK motor finance saga?In this week’s episode, Lawrence is joined by Stockopedia CEO Ed Croft and Daily Stock Market Report writers Graham Neary and Roland head. They discuss: New research from Stockopedia, highlighting the potential hidden alpha when companies issue “ahead of expectations” trading updates. Ed reveals how much stocks tend to drift upwards after these announcements, how long the effect lasts, and how you can implement these findings into your own process. Yu group (#YU) and its latest update. This stock is featured in two of Stockopedia’s model portfolios, and the team give their thoughts on its current directio...
2025-01-2441 minCompanies And Markets WeeklyIG buys Freetrade, investing mistakes, and the Smiths News debateIn this week’s episode, Lawrence is joined by Graham Neary and Mark Simpson to discuss: IG Group’s acquisition of Freetrade for £160m - as a long-term IGG shareholder, what does Graham think of the acquisition? What is IGG really buying here? Premier Miton’s latest results, and opportunities in asset managers. The investment case for Smiths News. Is it a melting ice cube, or a van full of newspapers hurtling towards a cliff-edge? Mark’s analysis of his own investing mistakes in 2024, as well as his and Graham’s differing approach to position sizing in their portfolios...
2025-01-1741 minCompanies And Markets WeeklyGreggs' sausage roll dilemma, the battle for Christmas shoppers, and UK pawnbroking as gold exposure?In this week’s episode, Lawrence is joined by Megan Boxall, Graham Neary, and Roland Head to talk through the first full week of company updates of 2025. With the newswire springing back to life midweek, we discuss: The contrasting fortunes of Greggs and B&M - will they be able to continue seeing growth from store rollouts alone, or will other approaches be needed? Plus, how much would Megan pay for her regular order from Greggs? Major UK supermarkets reported on their Christmas trading this week - is the trend of the middle class “shopping down” starting to revers...
2025-01-1051 minCompanies And Markets WeeklyStocks to watch in 2025: Under-the-radar US tech, volatility plays, and a potential UK monopoly?Happy New Year, and welcome to the first episode of 2025! In this episode, Lawrence quizzes Graham Neary and Megan Boxall about 6 of the stocks on their watchlists for 2025.If you enjoyed this, you can read daily analysis on noteworthy and hard-to-research shares with Stockopedia’s Daily Stock Market Report. You’ll also unlock award-winning investing insights, tools, and education to speed up your research process and help you make more informed decisions.Try Stockopedia free for 14 days at stk.pe/pod.Stocks we discussRelx: https://www.stockopedia.com/share-prices/relx-LON:REL
2025-01-031h 11Companies And Markets Weekly2024 in review - geopolitics, AIM woes, and the most-viewed stocks on StockopediaIn our final episode of 2024, Lawrence sits down with Megan Boxall to review the year that was 2024. We discuss the year’s big winners against a turbulent geopolitical backdrop, a tough 12 months for UK stocks, and highlight some interesting trends and insights into the stocks which Stockopedia subscribers have been looking into over 2024.If you enjoyed this, you can read daily analysis on noteworthy and hard-to-research shares with Stockopedia’s Daily Stock Market Report. You’ll also unlock award-winning investing insights, tools, and education to speed up your research process and help you make more informed decisions.T...
2024-12-2738 minCompanies And Markets WeeklyTakeovers, £100m whisky, and decoding stock market jargonIn this episode of Companies and Markets Weekly, I’m joined by Megan Boxall, Graham Neary and Roland Head. We discuss: Their take on the news they’ve covered in this week’s Daily Stock Market Reports, including IntegraFin, Insig AI, ShoeZone, and Artisanal Spirits Common buzzwords and phrases you might hear in company updates or management presentations, and why companies choose to use such obfuscatory language The surprising results from 10 years of Stockopedia’s systematic “no admin portfolio system” A look ahead to what’s coming up over the festive breakIf you enjoyed this, you can read daily...
2024-12-2045 minCompanies And Markets WeeklyDominos unveils growth plans, and Games Workshop joins the FTSE 100Welcome to the very first episode of Companies and Markets Weekly. We hope you enjoy this new podcast from Stockopedia, where we aim to help you spot the investing lessons behind each week’s headlines.If you enjoyed this, you can read daily analysis on noteworthy and hard-to-research shares with Stockopedia’s Daily Stock Market Report. You’ll also unlock award-winning investing insights, tools, and education to speed up your research process and help you make more informed decisions.Try Stockopedia free for 14 days at stk.pe/pod.Let us know what you though...
2024-12-1353 min
Shares for BeginnersWeekend Watchlist - Xero Limited | XROXero Limited is a software-as-a-service company. It operates a global small business platform which includes a core accounting solution, payroll, workforce management, expenses, and projects. Its segments include Australia and New Zealand (ANZ), and International. It also has an ecosystem of connected apps and connections to banks and other financial institutions helping small businesses access a range of solutions from within its open platform to help them run their business and manage their finances. Its cloud-based platform allows small business customers and partners to access real-time data to manage their businesses, support compliance with accounting and tax requirements, collaborate...
2024-11-2222 min
Shares for BeginnersWeekend Watchlist - Aspen Group Limited | APZAspen Group Limited is an Australia-based provider of accommodation in residential communities, retirement villages and holiday parks. It is engaged in owning, operating and developing accommodation properties. Its Residential segment consists of dwellings that are typically located in metropolitan areas, have no age restrictions for tenants, and offer 6-12-month fixed-term leases. Its Lifestyle Communities segment consists of communities that cater to tenants who are typically over 50 years old on long-term leases that are regulated under state-based Retirement Village Acts and/or Residential Land Lease / Manufactured Homes Acts (or similar). Its Park Communities segment consists of properties that cater...
2024-11-1517 min
Shares for BeginnersWeekend Watchlist - AUB Group | AUBAUB Group Limited is a retail and wholesale insurance broker and underwriting agency. Its segments include Australian Broking, Agencies, New Zealand Broking, International, and Support Services. Australian Broking and New Zealand Broking businesses provide insurance broking and advisory services primarily to small to medium-sized enterprise clients. The division encompasses broking businesses, complemented by capabilities in member services, life insurance broking, and claims management. Agencies distribute and manage insurance products on behalf of licensed insurance companies through general commercial, strata and specialty sub-divisions through underwriting agencies with access to underwriting capacity. International includes Tysers/International includes Wholesale and retail broking...
2024-11-0820 min
Shares for BeginnersWeekend Watchlist - Resolute Mining | RSGResolute Mining Ltd is an Australia-based gold miner, developer, and explorer company. The Company owns two producing gold mines: the Syama Gold Mine in Mile (Syama) and the Mako Gold Mine in Senegal (Mako). The Syama is located in the southwest of Mali, approximately 30 kilometers (km) from the Cote d’Ivoire border and 300 km southeast of the capital Bamako. Syama Gold Mine is a large-scale operation, comprising the established Syama Underground Mine, the Tabakoroni Complex and the 3.5 Moz Syama North Resource along with several satellite oxide pits. The Mako Gold Mine, located in eastern Senegal, is an open pit mi...
2024-11-0121 min
Shares for BeginnersWeekend Watchlist - Wisetech Group | WTCPlease note: this episode was recorded before the sudden resignation of Richard White Director and CEO of Wisetech. Hopefully the numbers remain the same and the market seemed to approve of the move of Richard into a consultancy role. We hope you still enjoy this episode.WiseTech Global Limited is a developer and provider of software solutions to the logistics execution industry globally. The Company develops, sells, and implements software solutions which enable logistics service providers to facilitate the storage of goods and information, domestically and internationally. It provides its solutions to approximately 17,000 customers in over 174 countries...
2024-10-2523 min
Shares for BeginnersWhat is the Stock Market? Elio D'Amato from StockopediaIn this episode I'm joined by Elio D'Amato from Stockopedia to unravel the mysteries of investing and ask the fundamental questions: What is a stock market? Why does it exist? And how can you, as an investor, navigate its complexities?The stock market is not just a place where stocks are traded; it serves a crucial role in raising capital for companies. We break down the concepts of primary and secondary markets, The primary market is where companies initially raise funds. Once listed, these companies enter the secondary market, where shares are traded among investors.
2024-10-2344 min
Shares for BeginnersWeekend Watchlist - Redox Ltd | RDXRedox Limited is a global chemical, ingredient and raw material distributor focused on specialty and commodity products. The Company is focused on a variety of markets, including food and beverage, personal care, human health, animal health and nutrition, crop production and protection, detergents, water treatment, surface coatings, plastics and foam, rubber, mining, oil and gas, metals, building and construction, textile and leather, and lubricants. In the food and beverage market, it focuses on antioxidants, proteins and fibers, acidity regulators, vitamins, sweeteners, and other products. In the personal care market, it focuses on solvents, sunscreen, haircare products...
2024-10-1816 min
Shares for BeginnersWeekend Watchlist - GQG Partners | GQGGQG Partners Inc. is a global boutique asset management firm with a focus on active equity portfolios. The Company's subsidiary is GQG Partners LLC (GQG LLC). GQG LLC is an investment adviser, which provides investment advisory and asset management services to investment funds; separately managed accounts for United States and non-United States investors; mutual funds, and other structures, including pooled investment vehicles.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist". Each week we dissect a company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special...
2024-10-1124 min
Shares for BeginnersWeekend Watchlist - Promedicus | PMEPro Medicus Limited is an Australia-based healthcare informatics company. The Company provides a full range of medical imaging software and services to hospitals, imaging centers and health care groups in Australia, North America and Europe. Its products include Visage RIS, Visage RIS/PACS, Visage 7, Visage Ease Pro and Visage Ease. Its Visage RIS is a radiology information systems (RIS) medical software for practicing of management, training, installation and professional services. Visage RIS capabilities include patient registration, billing, scheduling, typing, HL7 integration, financial reporting, digital dictation and voice recognition integration. Its Visage 7.0 is a healthcare imaging software that provides clinicians...
2024-09-0723 min
Shares for BeginnersWeekend Watchlist - A2M | A2 MilkThe a2 Milk Company Limited is a New Zealand-based company engaged in the sale of branded products in targeted markets made with milk naturally containing the A2-type protein. The Company operates through four segments: Australia and New Zealand, China and Other Asia, USA and Mataura Valley Milk. The Australia and New Zealand segment includes the sale of infant formula, milk and other dairy products, along with royalty, license fees and rental income. The China and Other Asia segment includes the sale of infant formula, milk and other dairy products. The USA segment includes the sale of milk and...
2024-08-3119 min
Shares for BeginnersWeekend Watchlist - AZJ - Aurizon HoldingsAurizon Holdings Limited is an Australia-based rail freight operator. The Company’s segments include Network, Coal and Bulk. The Network segment manages the provision of access to the CQCN rail infrastructure and operation and maintenance of the network. The Coal segment provides transport of metallurgical and thermal coal from mines in Queensland and New South Wales to domestic customers and coal export terminals. The Bulk segment provides integrated supply chain services, including rail and road transportation, port services and material handling for a range of mining, metal, industrial and agricultural customers throughout Australia. This segment also manages the Tarcoola-to-Darwin ra...
2024-08-2423 min
QAV Investing Podcast (Free Edition)Stockopedia WebinarIn this episode of QAV, Elio D'Amato from Stockopedia interviews Tony Kynaston. The discussion covers Tony's investing principles, his journey from corporate management to investing, Tony's philosophy of having a disciplined investment system, and key strategies he employs in his Quality at Value (QAV) investing approach. They touch on the importance of cash flow over earnings, trend lines for timing buys and sells, and the use of a checklist for evaluating stocks. The webinar also highlights how Tony manages his portfolio and some of his stock picks like Boom Logistics, Macmillan Shakespeare, and AGL. There’s also a dive into th...
2024-08-201h 00
Shares for BeginnersWeekend Watchlist - JBH - JB Hi-FiJB Hi-Fi Limited is an Australia-based retailer of home consumer products. It offers a range of brands with a particular focus on consumer electronics, software (including music, games, and movies), whitegoods and appliances. It operates through three segments: JB Hi-Fi Australia (JB Aust), JB Hi-Fi New Zealand (JB NZ) and The Good Guys (TGG). The Company comprises two retail brands: JB Hi-Fi and The Good Guys. JB Hi-Fi is a retailer of technology and consumer electronics with a position with a young tech-savvy demographic. The Good Guys is a retailer of home appliances and consumer electronics with a position...
2024-08-1718 min
Shares for BeginnersWeekend Watchlist - WES - WesfarmersWesfarmers Limited is an Australia-based company engaged in various business operations, such as home improvement, outdoor living products and supply of building materials, and general merchandise and apparel, among others. Its segments include Bunnings Group; Kmart Group; Officeworks; Wesfarmers Chemicals, Energy and Fertilisers (WesCEF); Industrial and Safety; Health; Catch; and Other. The Bunnings Group segment is a retailer of building materials and home, garden and lifestyle improvement products. The Kmart Group segment is a retailer of apparel and general merchandise, including toys, leisure, entertainment, home, and consumables. The Officeworks segment is a retailer and supplier of office products and...
2024-08-1024 min
Shares for BeginnersWeekend Watchlist - WHC - Whitehaven CoalWhitehaven Coal Limited is an Australia-based company engaged in the production of coal. The Company is focused on the development and operation of coal mines in New South Wales and Queensland. Its segments include open-cut operations, underground operations, and coal trading and blending. Its assets include Canyon Mine, Gunnedah CHPP, Maules Creek Mine, Narrabri Mine, Narrabri Stage-3 Extension Project, Rocglen Mine, Sunnyside Mine, Tarrawonga Mine, Vickery Extension Project, Werris Creek Mine, Daunia Mine, Blackwater Mine and Winchester South Project. Its operating assets are complemented by two development assets: Vickery, near Gunnedah, and Winchester South, in Queensland’s Bowen Basin. It...
2024-08-0320 min
Shares for BeginnersWeekend Watchlist - CDA - CodanCodan Limited is an Australia-based technology company. The Company develops robust technology solutions to solve customers’ communications, safety, security and productivity problems. It develops rugged and reliable electronics solutions for government, corporate, NGO and consumer markets across the globe. The Company’s segments include Communications, Metal Detection and Others. The Communications segment includes the design, development, manufacture, and marketing of communication solutions. The Metal Detection segment includes the design, development, manufacture, and marketing of metal detection equipment. The Other business segment relates to the manufacturing and sale of tracking products to Caterpillar Inc. Its metal detection business includes Minelab. Its...
2024-07-2714 min
The Vox Markets PodcastThe Exchange with Paul Scott of StockopediaOn today’s VOX Markets live, I was delighted again to speak to expert UK smallcap investor, analyst & commentator Paul Scott of Stockopedia.
2024-07-251h 55
Shares for BeginnersWeekend Watchlist - ANZ - ANZ GroupANZ Group Holdings Limited is a non-operating holding company. It operates in six divisions: Australia Retail, Australia Commercial, Institutional, New Zealand, Pacific, and Group Center. The Australia Retail division offers a range of banking services, such as home loans, deposits, credit cards and personal loans. It also offers digital and Internet banking and phone banking. The Australia Commercial division provides a full range of banking products and financial services, including asset financing, across customer segments: small business owners and medium commercial customers. The Institutional division services government, global institutional and corporate customers across Australia, New Zealand and International. The...
2024-07-2022 min
Shares for BeginnersWeekend Watchlist - PWH - PWR HoldingsPWR Holdings Limited is a global designer, manufacturer and supplier of technically advanced high performance cooling solutions, investing in research and development to provide solutions to its customers using advanced cooling technology. The Company and its subsidiaries are involved in the design, engineering, production, testing, validation and sales of customized cooling products and solutions to the motorsports, automotive original equipment manufacturing (OEM), automotive aftermarket, Aerospace and defense, and industrial industries for domestic and international markets. It operates through two segments: PWR Performance Products and PWR C&R. The PWR Performance Products segment comprises its Australian and European operations. The...
2024-07-1316 min
Shares for BeginnersWeekend Watchlist - KAR - Karoon EnergyKaroon Energy Ltd is an Australia-based international oil and gas exploration and production company with assets in Brazil, the United States of America and Australia. The Company has two key producing assets, such as the Bauna Project in the Santos Basin, Brazil and the Who Dat assets in the Gulf of Mexico, the United States of America. Its 100% owned and operated Bauna Project (which comprises the Bauna, Piracaba and Patola oil fields) is located in the BM-S-40 production license in the southern Santos Basin, offshore Brazil. It also holds a 100% interest in the undeveloped Neon oil field, located approximately 60...
2024-07-0623 min
Shares for BeginnersWeekend Watchlist - BXB - BramblesBrambles Limited is an Australia-based supply-chain logistics company. The Company is engaged in the provision of supply-chain logistics solutions, focused on the provision of reusable pallets and containers. Its segments include CHEP North America and Latin America (CHEP Americas); CHEP Europe, Middle East, Africa and India, including the North American automotive business (CHEP EMEA); CHEP Australia, New Zealand and Asia, excluding India (CHEP Asia-Pacific); and Corporate center (Corporate). CHEP Americas segment is engaged in the pallet and container pooling business in the Americas. CHEP EMEA segment is engaged in the pallet and container pooling business in EMEA (including the...
2024-06-2918 min
Shares for BeginnersWeekend Watchlist - JHX - James Hardie IndustriesJames Hardie Industries PLC is a manufacturer of fiber cement building solutions, and a market in fiber gypsum and cement-bonded boards in Europe. The Company’s fiber cement building materials include a range of products for both external and internal use across a range of applications. The Company’s segments include North America Fiber Cement, Asia Pacific Fiber Cement, Europe Building Products and Research and Development. Why not join Stockopedia today and take advantage of this special EOFY offer of 15% - 25% off the first year of membership and see for yourself why Stockopedia is the essential tool f...
2024-06-2124 minShares for BeginnersElio D'Amato - Stockopedia | Let's Get TechnicalIn our latest podcast episode, we dive deep into the world of technical analysis with Stockopedian Elio D'Amato. Elio has a rich background in fundamental and technical analysis. He shares his journey of becoming a "happy smuff" (self-managed unemployed fund) after leaving his previous employer on the cusp of the COVID crisis. Living in Melbourne, the world's most locked-down city, Elio had to find new methods to analyze businesses that suited his style, especially when cash flow from wages stopped.Technical analysis covers a plethora of methodologies like movong averages, candlesticks, flags, pennants, MACDs, and RSIs...
2024-06-1943 min
Shares for BeginnersWeekend Watchlist - REA Group LimitedREA Group Ltd is a multinational digital advertising business specializing in property. Its segments include Australia, India and International. Its Australia segment includes property and online advertising across Australia and the equity investments of Realtair Pty Limited and Empirical CRE Pte. Ltd and financial services across Australia and equity investment of Simpology Pty Limited. Its India segment includes REA India Pte. Ltd. and the equity investment of Easiloan Techno Solutions Private Limited. Its International segment includes equity investments in Move, Inc. and PropertyGuru Group Limited. It operates residential and commercial property websites realestate.com.au and realcommercial.com.au...
2024-06-1520 min
Shares for BeginnersWeekend Watchlist - TLS - TelstraTelstra Group Limited is an Australia-based telecommunications and technology company, offering a full range of communications services. The Company’s segments include Telstra Consumer and Small Business (TC&SB), Telstra Enterprise (TE), Networks, IT and Product (NIT&P), and Telstra InfraCo. It's Telstra - what more can we say?Why not join Stockopedia today and take advantage of this special EOFY offer of 15% - 25% off the first year of membership and see for yourself why Stockopedia is the essential tool for every serious DIY share investor.PLUS: Receive a complimentary hard...
2024-06-0824 min
Shares for BeginnersWeekend Watchlist - AQZ – Alliance Aviation ServicesAlliance Aviation Services Limited is an Australia-based company engaged in providing contract, charter and allied aviation services to the mining, energy, tourism and government sectors both domestically and internationally. It also provides specialized aviation services to airlines and clients including aircraft wet leasing, dry leasing, airport management, aircraft trading, parts sales, engine leasing and engineering services.Why not join Stockopedia today and take advantage of this special EOFY offer of 15% - 25% off the first year of membership and see for yourself why Stockopedia is the essential tool for every serious DIY share investor.PL...
2024-06-0117 min
Shares for BeginnersWeekend Watchlist - Inghams Limited (ASX:ING)Inghams Group Limited is an Australia-based integrated poultry producer. The Company is focused on the production and sale of chicken and turkey products across its vertically integrated free-range, value enhanced, primary processed, further processed and by-product categories. In addition, the Company's stock feed is produced primarily for internal use but also for the poultry and pig industries. Its geographic segments include Australia and New Zealand. The Company’s products include Oven Roasted Breast Supreme, Ingham’s Free Range Hot Roast Chicken, Ingham’s Turkey Drumsticks, Ingham’s Whole Chicken, Ingham’s Turkey Wing Pieces, Ingham’s Hot Roast Chicken Country Styl...
2024-05-2522 min
Shares for BeginnersWeekend Watchlist - Accent Group Limited (ASX:AX1)Accent Group Limited is an Australia-based digitally integrated retailer and distributor of footwear. The Company operates approximately 786 stores and approximately 35 Websites across different retail banners, and distribution rights for 17 international brands across Australia and New Zealand. The Company's geographical segments include Australia and New Zealand. The Company’s banners and brands include The Athlete’s Foot (TAF), Platypus Shoes, Hype DC, Skechers, Merrell, CAT, Vans, Dr. Martens, Saucony, Timberland, HOKA, Superga, Kappa, Palladium, Supra, Subtype, The Trybe, Stylerunner, Glue Store, Autry, and UGG. Its subsidiaries include The Athlete's Foot Australia Pty Ltd, RCG Brands Pty Ltd, RCG Retail Pty Ltd...
2024-05-1816 min
Shares for BeginnersWeekend Watchlist - BAP Limited (ASX:BAP)Bapcor Limited is an Australia-based provider of vehicle parts, accessories, equipment, service and solutions. The Company has four segments. The Trade segment is a distributor of automotive aftermarket parts and consumables to trade workshops for the service and repair of passenger and commercial vehicles; automotive workshop equipment, such as vehicle hoists and scanning equipment, including servicing of the equipment; and automotive accessories and maintenance products for do-it-yourself vehicle owners. The Specialist Wholesale segment includes AAD, Bearing Wholesalers, Baxters/MTQ, Roadsafe, JAS Oceania, Premier Auto Trade, Federal Batteries, Diesel Distributors and AADi, as well as the commercial truck parts group...
2024-05-1124 min
Shares for BeginnersWeekend Watchlist - GUD Limited (ASX:GUD)GUD Holdings Limited is an Australia-based company that owns a portfolio of companies in the automotive aftermarket sector. The Company's principal markets are Australia and New Zealand. Its segments include Automotive and Auto Pacific Group (APG). The Automotive segment involves automotive and heavy-duty filters for cars, trucks, agricultural and mining equipment, fuel pumps and associated products for the automotive after-market. Its automotive aftermarket brands include Ryco Filters, Wesfil, Narva, Projecta, Injectronics, Goss and Permaseal. The APG segment includes manufacturing and marketing of towing, trailering, functional accessories and associated products for the automotive aftermarket and Original Equipment Manufacturer (OEM) customers...
2024-05-0417 min
Shares for BeginnersWeekend Watchlist - South32 Limited (ASX:S32)South32 Limited is a mining and metals company. Its segments include Worsley Alumina, Brazil Alumina, Brazil Aluminium, Hillside Aluminium, Mozal Aluminium, Sierra Gorda, Cannington, Hermosa, Cerro Matoso, Illawarra Metallurgical Coal, Australia Manganese and South Africa Manganese. Worsley Alumina segment includes integrated bauxite mine and alumina refinery in Australia. Brazil Alumina segment consists of integrated bauxite mine and alumina refinery in Brazil. Brazil Aluminium segment is engaged in aluminium smelter in Brazil. Hillside Aluminium segment is focused on aluminium smelter in South Africa. Mozal Aluminium segment is engaged in aluminium smelter in Mozambique. Sierra Gorda segment is focused on copper...
2024-04-2719 min
Shares for BeginnersWeekend Watchlist - Hansen Technologies (ASX:HSN)Hansen Technologies Limited is a global provider of software and services to the energy, water and communications industries. The Company is engaged in development, integration, and support of billing systems software for the energy and communications sectors. Its segment includes Billing, which is engaged in sale of billing applications and the provision of consulting services related to billing systems. Its software products include energy and utilities, and communications. Its energy and utilities solutions enable energy and utilities companies to serve their customers with digital technology and infrastructure. Its software solutions include community solar, streamlined energy services selling, distribution system...
2024-04-2018 min
The Vox Markets PodcastThe Exchange with Roland Head of StockopediaOn today's Exchange, I was delighted again to speak to accomplished investor Roland Head of the Dividend Note & Stockopedia – including:00:00 Roland’s investment approach, how his portfolio fared in Q1’24 & UK banks.06:20 Rightmove & Moneysupermarket Group09:45 Hunting13:25 Rio Tinto17:35 RWS Group22:05 Speedy Hire 27:00 TI Fluid Systems30:10 PayPoint plc 33:30 Mears36:15 iomart39:50 S&U43:55 Chemring47:10 TP ICAP51:50 IG Group55:20 Avacta57:55 Supermarket Income REIT63:55 TI Fluid Systems – follow up question64:50 Venture Life Group plc69:00 Ocean Wilsons Holdings Ltd73:05 LungLife AIDisclosure : I own #IOM...
2024-04-151h 17
Shares for BeginnersWeekend Watchlist - DUG Limited (ASX:DUG)DUG Technology Ltd is an Australia-based technology company. It specializes in analytical software development and high-performance computing (HPC). The Company designs, owns, and operates a network of the greenest supercomputers. It operates in three segments: HPCaaS, Services, and Software. The HPCaaS segment allows clients to connect to the Company’s HPC and storage in a complete HPC environment. It also provides software and algorithm support and development. The Services segment provides clients with two types of services, such as data loading, quality control and management, and scientific data analysis. The Software segment, has two main products, including DUG Insight, wh...
2024-04-1327 min
Shares for BeginnersWeekend Watchlist - SmartGroup Limited (ASX:SIQ)Smartgroup Corporation Ltd is an Australia-based company, which is engaged in providing outsourced administration, fleet management, and software, distribution, and group services. The Company operates through three segments: Outsourced administration (OA), Vehicle services (VS), and Software, distribution, and group services (SDGS). The OA segment provides outsourced salary packaging services, novated leasing and associated products, and outsourced payroll services. The VS segment provides end-to-end fleet management services. The SDGS segment provides salary packaging software solutions, the marketing of salary packaging debit cards, distribution of vehicle insurance and workforce management software to the healthcare industry. The Company operates through a portfolio...
2024-04-0516 min
Shares for BeginnersWeekend Watchlist - Veem Limited (ASX:VEE)VEEM Limited (VEEM) is an Australia-based company, which is a designer and manufacturer of high-technology marine propulsion and stabilization systems for the global luxury motor yacht, fast ferry, commercial workboat and defense industries. The Company is also engaged in manufacturing engineered products and services for the marine, defense and mining industries. The Company operates various businesses, including VEEM Marine Propellers, VEEM Marine Gyrostabilizers, VEEM 24-7 Engineering, Defence, Timcast Hollowbar, Conquest Propellers, and SHARROW by VEEM. VEEM Marine has marine technology with commercial facilities. VEEM 24-7 Engineering provides services to the aerospace, defense, mining, and oil and gas industries. VEEM...
2024-03-2918 min
Shares for BeginnersWeekend Watchlist - Tuas Limited (ASX:TUA)Tuas Limited is an Australia-based company primarily involved in owning and operating a mobile network and providing telecommunications services in Singapore. The Company operates through the Singapore telecommunications segment. The Company’s subsidiaries include Simba Telecom Pte Ltd, Simba 5G Pte Ltd, Netco East Pte Ltd, Netco West Pte Ltd, and Tuas Solutions Sdn Bhd. Tuas Solutions Sdn Bhd employs certain staff to provide services for Simba Telecom Pte Ltd.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist". Each week we dissect a company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.co...
2024-03-2224 minShares for BeginnersWeekend Watchlist - Monash IVF (ASX:MVF)Monash IVF Group Limited is an Australia-based company, which is primarily involved in assisted reproductive services. The Company is also a provider of specialist women’s imaging services. It operates through two segments: Monash IVF Group Australia and Monash IVF Group International. The Monash IVF Group Australia segment provides assisted reproductive services, ultrasound, and other related services. The Monash IVF Group International segment provides assisted reproductive services in Southeast Asia. Shares for Beginners and Stockopedia proudly present "Weekend Watchlist". Each week we dissect a company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com...
2024-03-1517 min
Shares for BeginnersWeekend Watchlist - Data#3 (ASX:DTL)Data#3 Limited is an Australia-based information technology (IT) solutions and service provider. The Company is focused on providing information technology solutions, which draw on its range of products and services. Its technology solutions include cloud, modern workplace, security, data and analytics and connectivity. Its cloud solutions offer secure data center solutions to improve business efficiency, reduce costs, and scale customers' technology requirements in hybrid IT environments. Its modern workplace solutions optimize customers' IT environments and assist them to realize the full value of their technology assets. Its security solutions are designed to help its customers navigate the complexities of...
2024-03-0822 min
Shares for BeginnersWeekend Watchlist - Audinate (ASX:AD8)Audinate Group Limited is an Australia-based provider of professional audio-visual (AV) networking technologies globally. Its principal activity is the development and sale of digital AV networking solutions. Its products include Dante AVIO adapters, software, Dante-enabled products, solutions for manufacturers and solutions for software developers. Dante is a technology platform that distributes digital audio and video signals over computer networks. Dante comprises software and chips, cards and modules that are sold to and integrated inside the AV products of its original equipment manufacturer (OEM) customers. Shares for Beginners and Stockopedia proudly present "Weekend Watchlist". Each week we d...
2024-03-0118 min
Shares for BeginnersWeekend Watchlist - Core Lithium (ASX:CXO)Core Lithium Ltd is an Australia-based hard-rock lithium mining company. The Company owns and operates Finniss Lithium project, which is located south of Darwin Port in the Northern Territory. We also take a closer look at the mining sector and the influence of commodity prices, operational issues and the risks (and rewards) arising.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist". Each week we dissect a company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take a...
2024-02-2324 min
Shares for BeginnersWeekend Watchlist - AGL Energy Limited (ASX:AGL)AGL Energy Limited is an Australia-based company that provides energy and telecommunications customer services. The Company’s segments include Customer Markets, Integrated Energy and Investments. The Customer Markets segment is responsible for the retailing of electricity, gas, telecommunications (broadband/ mobile/voice), solar and energy products and services to residential, small and large business customers. Its Integrated Energy segment operates a power generation portfolio and other key assets, including coal, gas and renewable generation facilities, natural gas storage and production facilities, and development projects. The Investments segment comprises the Company’s interests in the ActewAGL Retail Partnership, Tilt Renewables, Energy Impa...
2024-02-1619 min
Shares for BeginnersWeekend Watchlist - Lynas Rare Earths (ASX:LYC)Lynas Rare Earths Limited is a Malaysia-based company, which is engaged in the extraction and processing of rare earth minerals, primarily in Australia and Malaysia, and development of rare earth deposits. The Company’s assets include Mt Weld, Lynas Malaysia, Kalgoorlie and Lynas USA. Mt Weld is a rare earth mine, located approximately 35-kilometers (km) south of Laverton in Western Australia. Lynas Malaysia is an integrated manufacturing facility, separating and processing rare earths materials, located in the Gebeng Industrial Estate near the Port of Kuantan in Malaysia. Kalgoorlie is a rare earth processing facility which is located in Western Au...
2024-02-0925 min
Shares for BeginnersWeekend Watchlist - Dicker Data (ASX:DDR)Dicker Data Limited is an Australia-based company, which is locally owned and operated distributor of information and communications technology (ICT) hardware, software, cloud and Internet of things (IoT) solutions. It also distributes information technology (IT) hardware, software, cloud, access control, surveillance and emerging technology solutions for the corporate and commercial market. Shares for Beginners and Stockopedia proudly present "Weekend Watchlist". Each week we dissect a company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of t...
2024-02-0216 min
Shares for BeginnersWeekend Watchlist - Clinuvel Pharmaceuticals (ASX:CUV)Clinuvel Pharmaceuticals Limited is a global specialty pharmaceutical company. The Company is focused on developing and commercializing treatments for patients with genetic, metabolic, systemic, and life-threatening, acute disorders, as well as healthcare solutions for specialized populations. The Company is engaged in managing and expanding commercial distribution of its lead drug candidate, SCENESSE, in Europe, the United States, Israel, and Australia for the treatment of a rare, genetic metabolic disorder, erythropoietic protoporphyria (EPP). The Company’s pipeline includes PRENUMBRA, NEURACTHEL, CUV9900, and Parvysmelanotide (VLRX001). PRENUMBRA is a liquid (non-solid) injectable formulation of afamelanotide designed to provide a flexible dose of af...
2024-01-2620 min
Shares for BeginnersWeekend Watchlist - Super Retail Group (ASX:SUL)Super Retail Group Limited (ASX:SUL) is an Australia-based company primarily involved in the retail industry. The Company's principal activities include retailing of auto parts and accessories, tools and equipment; retailing of boating, camping, outdoor equipment, fishing equipment and apparel, and retailing of sporting equipment and apparel. Its segments include Supercheap Auto (SCA), rebel, BCF and Macpac. Shares for Beginners and Stockopedia proudly present "Weekend Watchlist". Each week we dissect a company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join S...
2024-01-1915 min
Shares for BeginnersWeekend Watchlist - Smart Parking (ASX:SPZ)Smart Parking Limited is a pioneering technology innovator within the parking management industry with offices in the UK, Germany, Australia and New Zealand. The Managed Services division operates and manages tens of thousands of car park spaces using complementary Automatic Number Plate Recognition/License Plate Recognition (ANPR/LPR) technology. This can be used as a single solution or with the option to be combined with Pay on Foot technology.Smart Parking Limited has been an Australian Securities Exchange (ASX:SPZ) publicly listed company since 2011.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist"...
2024-01-1216 min
Shares for BeginnersWeekend Watchlist - The Stockopedia NAPS portfolioHappy New Year! Welcome to the first Weekend Watchlist of 2024. At the beginning of each year Stockopedia publishes their No-Admin Portfolio System (NAPS) portfolio. Chris Batchelor and I discuss construction of this model, how it performed last year, and a couple of the stocks that have been included - Kina Securities (ASX:KSL) and Ricegrowers (ASX:SGLLV)."To ensure a well diversified portfolio we select two stocks from each of the broad economic sectors as identified by Stockopedia. We select the two highest StockRank™ from each sector and add it to the portfolio. That’s it!...
2024-01-0516 minShares for BeginnersEd Croft - Stockopedia | The PEG RatioG’day, I hope you’re enjoying your summer break. The next couple of weeks will be repeats while I recharge for the investing year in 2024. This episode is from December 2022 and it’s with Ed Croft the founder of Stockopedia. You may have heard Elio and Chris in my Weekend Watchlist segments. They’re now running the Aussie version of Stockopedia and this is the origin story. I hope 2024 shines brightly on your portfolio.Here's a link to the blog post: https://www.sharesforbeginners.com/blog/stockopediaWhy not join Stockopedia today and take...
2024-01-0139 min
Fund Your Retirement PodcastFYR075 | Ed Croft, Stock Picking, Stockopedia, Portfolio Management and Finding The Next MultibaggerEd Croft is the co-founder and CEO of Stockopedia whose goal is to help private investors beat the market. Ed began his career with Goldman Sachs as a wealth manager before leaving to manage his family funds leading launch of Stockopedia in 2012. Key topics: · What is a multibagger. · What creates a multibagger. · How you can find companies with these long-term qualities today. · Portfolio and risk management. · Why Ed is optimistic about the UK stock market. · Why Ed's investing style has gone full circle back to being...
2023-12-3038 min
UK Investor MagazineThe makings of multibagger shares with StockopediaThe UK Investor Magazine was delighted to welcome Ed Croft, CEO of Stockopedia, for a deep dive into the makings of multibagger shares.Download ‘The makings of a multibagger’ and explore 10 multibagging sharesMulti-Baggers – these are the stocks which can make a portfolio.Owning just one can transform your returns and lead to a great acceleration of personal wealth. Everybody looks abroad enviously at the US stock market, but in a very difficult decade for the UK economy, a selection of outstanding shares have dramatically beaten the market.Ed p...
2023-12-2639 min
Shares for BeginnersWeekend Watchlist - Nick Scali (ASX:NCK)Nick Scali Limited is a furniture retailer operating in Australia and New Zealand. The Company is engaged in the sourcing and retailing of household furniture and related accessories. The Company has stores located in New South Wales, Queensland, Victoria, Tasmania, South Australia, Western Australia, and others.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist" where each week we dissect a company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of this special offer of 10% of...
2023-12-0915 min
UK Small/Mid Caps Podcast with Paul ScottEpisode 48 - Paul Scott's weekly summary, UK small caps (27 Nov - 1 Dec 2023)This week we said goodbye to investing legend Charlie Munger, and I reflect on how Berkshire's stunning success is "only" about 20% pa compound - something that we should be able to replicate ourselves. Maybe not for 65 years though! It gives us something to aim for, and reinforces the vital quality of patience in investing.It was wonderful to catch up with everyone at Mello Chiswick, chatting to many Stockopedia subscribers there, and hearing from superb speakers and some excellent companies too.In this podcast I rattle through the 27 companies we wrote about in this week's...
2023-12-0252 min
Shares for BeginnersWeekend Watchlist - Nanosonics Limited ASX:NANNanosonics Limited is an Australia-based infection prevention company. The Company's principal activities include the manufacturing and distribution of the trophon ultrasound probe disinfector and its associated consumables and accessories. It is focused on the research, development, and commercialization of infection control and decontamination products and related technologies. Shares for Beginners and Stockopedia proudly present "Weekend Watchlist" where each week we dissect a company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of this special offer o...
2023-12-0118 min
Shares for BeginnersWeekend Watchlist - Seven Group Holdings Limited ASX:SVWSeven Group Holdings Limited is a diversified operating and investment company. The Company has business and investments in industrial services, media, and energy. Its segments include WesTrac, Coates, Boral, Energy, Media, and other investments. Shares for Beginners and Stockopedia proudly present "Weekend Watchlist" where each week we dissect a company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of this special offer of 10% off the first year of membership and see for yourself why Stockopedia is...
2023-11-2420 min
Shares for BeginnersWeekend Watchlist - Johns Lyng Group ASX:JLGJohns Lyng Group Limited is an Australia-based integrated building services provider, delivering building, restoration, strata, and energy services nationally and internationally. The Company’s core business is built on its ability to rebuild and restore a variety of properties and contents after damage by insurable events, including impact, weather and fire events. The Company operates through four segments: Insurance Building and Restoration Services, Commercial Building Services, Commercial Construction, and Other. It provides Insurance Building and Restoration services across Australia and New Zealand. Its Insurance Building and Restoration services include 24/7 emergency service, international availability, fire damage, vehicle and structural impact, st...
2023-11-1713 min
Shares for BeginnersWeekend Watchlist - IDP Education Limited ASX:IELIDP Education Limited (ASX:IEL) is an Australia-based education services provider. The Company is engaged in the placement of international students into educational institutions in Australia, the United Kingdom, the United States, Canada, New Zealand and Ireland. Its services include counseling, application processing and pre-departure guidance. It also distributes and administrates International English Language Testing System (IELTS) tests, an English language test for study, work and migration purposes. It is a co-owner of IELTS with the British Council and Cambridge Assessment. It also operates English language schools in Vietnam and Cambodia and the operation of digital marketing and event...
2023-11-1018 minUK Small/Mid Caps Podcast with Paul ScottEpisode 44 - UK small caps news/views from Paul ScottI run through 23 UK small caps that we wrote about in this week's Small Cap Value Reports on Stockopedia.Also, I comment on markets overall (cheap, lots of takeover bids, but also plenty of profit warnings), and run through my spreadsheet keeping track of profit warnings (18 in October), and takeover bids (11 in October) - may not be comprehensive, as this is only the ones we wrote about on Stockopedia (companies between £10-1,000m market caps, and excludes some sectors).Thank you again for all the brilliant reader comments, which greatly add to our reports, from o...
2023-11-0555 min
Shares for BeginnersWeekend Watchlist - Arena REIT #1 ASX:ARFArena REIT No. 1 is an Australia-based company, which develops, owns and manages social infrastructure property across Australia. The Company's strategy is to invest in property underpinned by relatively long leases and in sectors with supportive macro-economic trends. The Company’s strategy is to invest in property underpinned by relatively long leases and in sectors with supportive macro-economic trends. It invests in various sectors, including early learning/childcare services; healthcare, including medical centers, diagnostic facilities, hospitals, aged care and associated facilities; education, including schools, colleges and universities and associated facilities. Shares for Beginners and Stockopedia proudly present "Wee...
2023-11-0317 min
Shares for BeginnersWeekend Watchlist - Atturra ASX:ATAAtturra Ltd is an Australia-based company that is engaged in providing whole-of-organization technological solutions covering service lines of advisory, business applications, data and integration, cloud services, change management and managed control solutions. It serves various industries, such as defence, financial services, education, local government, manufacturing, and utilities.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist" where each week we dissect one company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of this special offer...
2023-10-2719 min
Shares for BeginnersWeekend Watchlist - Pilbara Minerals ASX:PLSPilbara Minerals Limited is an Australia-based lithium company. The Company is primarily engaged in the exploration, development, and mining of minerals in Australia.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist" where each week we dissect one company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of this special offer of 10% off the first year of membership and see for yourself why Stockopedia is the essential tool for every serious DIY share investor. 14 day fr...
2023-10-2018 min
Shares for BeginnersWeekend Watchlist - Lindsay Australia Ltd ASX:LAUI'm joined by Chris Batchelor to discuss Lindsay Australia Ltd ASX:LAU. Lindsay Australia Limited is an Australia-based integrated transport, logistics, and rural supply company. The Company is engaged in the transportation of refrigerated and general freight, logistic services associated with the import and export of horticultural goods and merchandising of rural supplies. The Company’s main activities are road transport, logistics, warehousing services and specialist services to rural suppliers.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist" where each week we dissect one company using Stockopedia's Factor driven analysis process. Go to https://why.st...
2023-10-1314 min
Shares for BeginnersWeekend Watchlist - Ventia Services ASX:VNTI'm joined by Elio D'Amato to discuss Ventia Services ASX:VNT. Ventia Services Group Limited is an Australia-based essential infrastructure services provider in Australia and New Zealand. It has four segments: Defence and Social Infrastructure, Infrastructure Services, Telecommunications, and Transport.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist" where each week we dissect one company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of this special offer of 10% off the first year of membership an...
2023-10-0618 minQAV Investing Podcast (Free Edition)Chris from StockopediaChris Batchelor from Stockopedia talks to us about how their product can help Australian (and international) investors make better investing decisions.
Then in the Club edition, TK and I talk about the market rout, RBA and interest rates, portfolio performance, Woodside and Richard Goyder, the double loop concept in retail, putting Super into housing, Josephines and dividends, and the Murdochs.
2023-10-0447 minShares for BeginnersChris Batchelor - Stockopedia | Free Cash Flow Don't LieI think we can become easily confused by the jargon, metrics and ratios that analysts use to value companies. That's why I like to break them down one by one. I'm joined in this episode by Chris Batchelor from Stockopedia to discuss Free Cash Flow - what does it mean and why is it important? Free cash flow is the amount of money that a business generates after paying for its operating expenses and investing in its growth. It is the cash that is left over for the owners or shareholders of the business to use as...
2023-09-0632 minShares for BeginnersChris Batchelor - Stockopedia | McMillan Shakespeare (ASX:MMS)In this episode I’m joined by Chris Batchelor from Stockopedia to take a closer look at how they identified one of their highest ranking stocks McMillan Shakespeare (ASX:MMS). "Our tool is a very quantitatively driven tool, which means that basically, we process lots and lots of numbers and we look for trends within those numbers to try and identify which are the companies with the most attractive prospects."McMillan Shakespeare Limited is an Australia-based provider of salary packaging, novated leasing, disability plan management and support co-ordination, asset management and related financial pr...
2023-07-2321 min
Shares for BeginnersQUICK TIP - What's my guru hoodooBehavioural Finance is the application of psychology to financial decision making. By allowing psychological biases and emotions to affect investment decisions, investors can do serious harm to their wealth. Zaffar Subedar has over 15 years of experience in the financial services industry and academia. In this Quick Tip he talks about how to avoid self-sabotaging behaviour, the guru syndrome and the concept of loss aversion.Full episode available at: https://www.sharesforbeginners.com/blog/subedarPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press...
2023-07-0810 min
Shares for BeginnersAleks Nikolic - Broke Girl Wealth | Shrinking Aussie Middle Class WealthAleks Nikolic AKA Broke Girl Wealth is a content creator and host of the Big Swinging Stocks podcast. I was kindly invited onto that show and this is our follow up conversation on Shares for Beginners. We focus on cost of living pressures and the lack of financial education that keeps people from realizing their full money potential.Blog post available at: https://www.sharesforbeginners.com/blog/brokegirlPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle...
2023-07-0535 min
Shares for BeginnersRaji Khabbaz- Learn Wall Street | Taking the Wall St bulls by the educational hornsRaji Khabbaz is the founder of Learn Wall Street, a program aimed at teaching financial literacy to grade 7-12 students. Raji is empowering the next generation to make informed financial decisions and secure a brighter future by equipping young minds with financial knowledge and the art of wise money management. Blog post available at: https://www.sharesforbeginners.com/blog/learnwallstPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with...
2023-06-2838 min
Shares for BeginnersQUICK TIP - Worry, Anxiety and Stock Market VolatilityMichael Kemp is the author of The Ulysses Contract. An excellent book about investing tying yourself to the mast so you don’t follow the siren song on to the rocks of financial failure. Look up your Greek mythology if you’re not sure what I’m talking about. In this Quick Tip we talk about:The dangers of lack of knowledge.Looking at companies as dividend-harvesting machines rather than capital gain producersHow history can teach us lessons about financial innovation and human behaviour in markets. Ways to reduce the inevitable worry of being invested in volatile markets
2023-06-2411 min
Shares for BeginnersEvan Lucas - Mind Over Money | just let it compoundWhat are the secret mind powers of successful investors? How does training your mind help you to protect and grow your wealth? Joining me today to share his thoughts and beliefs of the power of the meat between our ears is Evan Lucas. Evan has been investing and researching global markets for over a decade. After getting his Masters in Finance Evan headed to Amsterdam with ABN Amro before moving to the Royal Bank of Scotland. He returned to Australia with RBSMorgans where he developed his top down approach. He’s also the author of the recently published Mind Ov...
2023-06-2144 min
Shares for BeginnersChris Noone - CEO of Carly ASX:CL8I’ve partnered with Mark Tobin from Coffee Microcaps to produce an occasional series of interviews with CEOs from the small to mid-cap end of the ASX. It’s a way for listeners to hear about companies that are often overlooked. The podcast is called Talking Companies. This is a short excerpt from an interview with Chris Noone, CEO of Carly (ASX:CL8). You can listen to the full interview here: https://shows.acast.com/talking-companies/episodes/chris-noone-ceo-of-carly-asxcl8This is Coffee Microcaps Youtube Channel: https://www.youtube.com/c/coffeemicrocapsChris Noone...
2023-06-1714 min
Shares for BeginnersClaude Walker - A Rich Life | The Rule of 40We all know and love the high-growth companies that have (hopefully) helped to contribute to our market returns, but how can you run the tape measure over them? What kind of numbers can help you to value companies that are growing fast but are not yet maximizing profit margins? According to Claude Walker, the magic number is 40.Claude Walker is the founder of A Rich Life where he writes the Ethical Equities column. He loves his ASX tech stocks and investing in smaller unloved and ignored microcaps where the market is much less efficient.
2023-06-1537 min
Shares for BeginnersQUICK TIP - The dangers of cash, cons and crashesYesterday I spoke with Raji Khabbaz who is an ex-hedge fund manager in New York city. He’s founded an education program for school students called Learn Wall St which you can find at learnwallstreet.org. I’ll be releasing the full episode soon, but I couldn’t resist putting this segment out as a Quick Tip. The whole interview is full of juicy tid-bits but in this excerpt we spoke about risk and volatility, understanding that markets go up and down, the effects of inflation, and the dangers of leaving your money in cash..Learn Wall S...
2023-06-1010 min
Shares for BeginnersAmy Minkley - FI Freedom Retreat | Geo-arbitrage in ParadiseWhat happens if the rug is pulled out from under you - financially, physically, spiritually? Your life can change in an instant. And how can you supercharge your financial independence with geo-arbitrage? Bali has plenty to offer beyond bintang t-shirts and parties. Amy Minkley is the founder of FI Freedom Retreats. Her life changed when she discovered the Financial Independence movement in 2019.FI Freedom Retreats websiteAmy’s Journey to FI Event Facebook eventWe discussed:Using geo-arbitrage to create up to a 90% savings rate (invested in low-cost ind...
2023-06-0729 minShares for BeginnersMartin Filz - CEO Pure ProfileMartin Filz is the CEO of Pureprofile, a global data and insights organisation providing industry-leading online research solutions to agencies, marketers, researchers and brands and businesses. It was founded in 2000 and operates in North America, Europe and APAC, delivering solutions for over 750 clients.Blog post available at: https://www.sharesforbeginners.com/blog/pureprofilePhil's Linktree: https://linktr.ee/phil_muscatelloThe company and or guest has contributed to the cost of production for this episode.Are you picking shares on gut instinct, buying on press tips or rumour...
2023-06-0330 minShares for BeginnersElio D'Amato - Stockopedia | Am I ready to invest?Broadcasting live from his humble garage next to his trusty Toyota Corolla (and a clothes rack), Elio D'Amato from Stockopedia joined me to discuss share investing and the factors that identify quality companies. It's always great to catch up with Elio. His bluff good humour combined with his decades of experience always make for a great chat about companies and markets. We addressed the concerns of people approaching investment markets for the first time: Is now a good time to be in the market? Elio believes that it's not about timing, it's about the readiness of the investor. Just...
2023-05-2441 minShares for BeginnersEd Croft - Stockopedia | Factor investingBlog post available at: https://www.sharesforbeginners.com/blog/stockopedia Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market. Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a dis...
2022-12-2139 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 17Paul Scott’s regular weekly recap of the Stockopedia.com Small Cap Value Reports (now in its 10th year!)Please remember this is all just my personal opinions, it's never advice or recommendations. Our ethos at Stockopedia is to encourage everyone to do your own research. Hosted on Acast. See acast.com/privacy for more information.
2022-10-2244 min
The Investment CuddleEpisode 29 information and data sources Part 2This month the Cuddle looks at information sources with a focus on the written word and data sources for shares and trading. We talk through what information sources we use and why.
Music by https://audionautix.com
Information links
FT - https://www.ft.com
Share Magazine - https://www.sharesmagazine.co.uk
Investors Chronicle – https://www.investorschronicle.co.uk
Moneyweek - https://moneyweek.com
Internet Data
Trustnet - https://www.trustnet.com
Citywire - https...
2022-06-2728 minThe Investment CuddleEpisode 28 Information and data sources Part 1This month the Cuddle looks at information sources with a focus on the written word and data sources for funds and ETFs. We talk through what information sources we use and why.
Music by https://audionautix.com
Information links
FT - https://www.ft.com
Share Magazine - https://www.sharesmagazine.co.uk
Investors Chronicle – https://www.investorschronicle.co.uk
Moneyweek - https://moneyweek.com
Internet Data
Trustnet - https://www.trustnet.com
Citywire - https...
2022-05-2724 min
PIWORLD Investor PodcastsStockopedia/PIWORLD StockSlam - April 2022Here is the eighth Stockopedia / PIWORLD StockSlam hosted by Damian Cannon. The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. This was recorded live. A great variety of pitches, which shows the diversity of private investor styles. We are really grateful to all the ‘slammers’.
This is the last in the series for now.
00:20 Introduction by Damian Cannon with a review of the performance of previous slams
03:02 Damian Cannon: Tinybuild (TBLD)
10:59 Charles Ford: FireAngel Safety Technology (FA.)
17:14 Edmund Shing: Anglo Pacific (APF)
24:26 Lilian Nandi: India Capital...
2022-04-081h 06PIWORLD Investor PodcastsStockopedia/PIWORLD StockSlam January 2022Here is the seventh Stockopedia / PIWORLD StockSlam hosted by Damian Cannon. The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. All are really great pitches, which shows the variety of private investor styles. We are really grateful to all the 'slammers'. This event only happens because of them and the fabulous community we all enjoy. If you’d like to 'slam' at a future StockSlam, please contact us via the PIWORLD contact page.
Remember, these are just ideas, the presenter is probably talking their own book. Please do your own research!
The next Stockopedi...
2022-01-211h 20PIWORLD Investor PodcastsThe Stockopedia/PIWORLD Virtual StockSlam October 2021This is the sixth Stockopedia/PIWORLD StockSlam hosted by Damian Cannon. Of the 50 holdings pitched to date, they are collectively up 11.2%. September's picks haven't done much, in line with the choppy market. Since pitching, Tekcapital (TEK) is up 211%! Renold (RNO) +79%, and Cake Box (CBOX) +58%. The dogs were Micro Focus (MCRO), Novacyt (NCYT), and Caledonia Mining (CMCL). (Damian is still positive about CMCL!).
The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. We have to award the most innovative 'slam' to Leo Investor who took the StockSlam to a new level of ingenuity! We are in n...
2021-10-291h 08PIWORLD Investor PodcastsThe Stockopedia/PIWORLD Virtual StockSlam September 2021This is the fifth virtual StockSlam hosted by Damian Cannon. Not only is it great fun, the track record has been pretty impressive with each portfolio of ten picks up as follows: from February 2021 +23%, April +18.5%, May +10% and June +9.6%. The single stock winner has been Tekcapital (TEK) up 186%, followed by Renold (RNO) +63% and Cakebox +51%.
The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. These are just ideas, the presenter probably is talking their own book. Please do all your own research! If you’d like to slam at a future StockSlam, please contact me via the PIW...
2021-09-101h 10PIWORLD Investor PodcastsPIWORLD interview with Keelan Cooper: The IPO survival guideKeelan Cooper, Financial Analyst at Stockopedia gives us the background and findings of The Stockopedia IPO Survival Guide. Fascinating evidence that small and micro cap IPOs bought on the first day of trading and sold around the sixth month after the IPO will give a better performance.
00:42 How Keelan got into investing and working at Stockopedia
01:53 Why did you decide to research IPOs & how did you go about it?
03:36 Are IPOs the opportunity to buy a multi-bagger.
04:37 Was there a correlation between management/PE staying in or getting out?
05:37 It looks like timing is the...
2021-08-1917 min
On The MoneyThe facts you need to know about stock market IPOsFew events get investors as excited as a new company joining the stock market via an IPO, or initial public offering. But new research published by Stockopedia, the online investment research platform, has uncovered some fascinating facts about IPO performance that every investor should know about. Listen to interactive investor’s head of equity strategy Lee Wild discuss the findings with Stockopedia analyst Keelan Cooper.
You can see the full research document by clicking here:
stockopedia.com/research/ipo-survival/?utm_source=ii&utm_medium=press&utm_campaign=ipoguidev1
This material is intended for educational purposes only and is not investment re...
2021-07-2914 minPIWORLD Investor PodcastsStockopedia/piworld Virtual StockSlam April 2021 hosted by Damian CannonThis video can be seen at: https://www.piworld.co.uk/2021/04/09/stockopedia-piworld-virtual-stockslam-april-2021-hosted-by-damian-cannon/
The second virtual StockSlam hosted by Damian Cannon. Over 1,600 investors joined the event live to hear ten investors present their best stock idea in just three minutes. Bite-sized nuggets to inspire further research. Fast, factual and fun.
00:18 Introduction by Damian Cannon
02:45 Micro Focus International (MCRO) - Damian Cannon
09:53 Tharisa (THS) - Keelan Cooper
17:10 John Menzies (MNZS) - Richard Crow aka Cockney Rebel
24:58 finnCap (FCAP) - Mark Simpson
32:08 Ashtead (AHT) - Lilian Nandi
39:14 Tekcapital (TEK) - Alex Schlich
45:30...
2021-04-091h 15PIWORLD Investor PodcastsStockopedia/piworld Virtual StockSlam February 2021 with Damian CannonThis video can be seen at: https://www.piworld.co.uk/2021/02/19/stockopedia-piworld-virtual-stockslam-february-2021-with-damian-cannon/
The first virtual StockSlam was hosted by Damian Cannon, following the historical physical events in London. Over 1,350 investors joined the event live to hear 11 esteemed investors presenting their best stock idea in 3 minutes. Bite-sized nuggets to inspire your further research. Superb ideas and highly entertaining.
00:00 Start
00:18 Damian Cannon Introduction
03:35 Caledonia Mining (CMCL) - Damian Cannon
10:10 Unite (UTG) - David Brunsdon
17:15 RWS Holdings (RWS) – Nick Cotton
23:27 Braemar Shipping Service (BMS) – John Sladden
29:13 Renold (RNO) – Paul Scott
36:07 SDI (SD...
2021-02-191h 10PIWORLD Investor PodcastsWhat went wrong at Woodford: A forensic investigation of the Woodford Equity Income Fund historyThis video can be seen at: https://www.piworld.co.uk/2019/11/22/what-went-wrong-at-woodford-a-forensic-investigation-of-the-woodford-equity-income-fund-history/
By Edward Page Croft, Founder Stockopedia, speaking at Mello London 2019.
Ed uses the research tools offered by Stockopedia to expose the investing themes across the lifetime of the Woodford Equity Income Fund. Although nothing can be done to reverse events for Woodford holders, there are insights we can all learn for our own more successful investing; especially with the help of Stockopedia!
Agenda – 01:49
Woodford: The Perpetual Years 1988-2014 – 02:28
2012: A sign of things to come? – 03:07
Woodford Capital: 2014-2018 – 04:31
Stockopedia: framework for analysis – 05:21
Woodford Fund holding...
2019-11-2252 min