Shows
Mark's Morning Call: Real Time. Real MarketsE9.P/E Secrets: What Growth Is Priced In?High P/E? Low P/E? The real question is: what growth is the market already pricing in? Buffett mastered it with Apple — now you can use the P/E Implied Growth Calculator to guide your own stock picks. Why do they call Warren Buffett the Oracle of Omaha? In 2016, he bought Apple at one of its lowest P/E ratios — when the market only expected tiny earnings growth. Apple went on to crush those expectations, and Buffett made more than $120 billion for Berkshire Hathaway. Fast forward to 2023–24, Apple’s P/E soared above 30, and Buffett...
2025-11-0611 min
Mark's Morning Call: Real Time. Real MarketsE8.Banks Uncovered: Should You Invest in Financial Giants?What is the bank actually selling? Banks are selling a product at a different price.In this episode, Mark unpacks the financial services industry — from how banks really make money to what drives their profitability. 💰You’ll learn how banks operate by buying and selling money, why net interest margins matter so much, and how interest rates ripple through the UK housing market and broader economy. This episode helps you connect the dots between mortgages, margins, and market movements — and what they mean for your portfolio.🎯 Key Takeaways:Banks profit by managing the...
2025-10-3012 min
Mark's Morning Call: Real Time. Real MarketsE7. Energy Fuels AI, AI Empowers EnergyMany people know AI is power-limited — but few realize how this challenge is creating massive new investment opportunities. What energy sources are driving the AI boom? How can AI itself empower the energy transition? And what does this mean for investors, innovators, and the global shift toward sustainability?In this episode, Mark is joined by energy expert Joseph Jacobelli to unpack the powerful intersection between AI and energy. Together, they explore how AI’s surging demand is reshaping global electricity use, how data centers are becoming the new energy giants, and how renewable technologies are evolving to meet...
2025-10-2325 min
Mark's Morning Call: Real Time. Real MarketsE6.Dividend Yield: How Your Stocks Put Cash in Your Pocket?Ever wondered how your stocks can pay you? 💸 Learn how dividends and yields turn investing into real income.💸 Ever wondered how your stocks can literally pay you?“You can make money in one of two ways.”“Dividend yield is a dynamic measure.”“High PE means high growth expectations.”Takeaway In this episode, Dr Jenni and Mark dive into how dividends give you steady income while your portfolio grows. They break down how dividend yield and payout ratio work together — and what these numbers actually mean for you as an investor.Y...
2025-10-1728 min
Mark's Morning Call: Real Time. Real MarketsE5. Would Peter Lynch Buy Marks & Spencer?Marks and Spencer (“Marks & Sparks”) has been a cornerstone of UK retail history, but does it still deserve a place in a modern investor’s portfolio? In this episode, Mark explores the evolution of Marks and Spencer, once the pride of British retail, and asks: does it still make sense as an investment today? Applying Peter Lynch’s investment philosophy, Mark breaks down the company’s investment strategy, management decisions, and market positioning, while weighing its future in an era of shifting consumer behavior and online retail trends.🔑 What you’ll learn in this episode:How Peter...
2025-10-0913 min
Mark's Morning Call: Real Time. Real MarketsE4.Why do I Like British Airways?In this episode of Mark’s Morning Call, Mark applies his earlier airline sector analysis — the key drivers of performance in airline companies — directly to British Airways. This is a clear example of how to present an investment case: laying out the thesis with logical arguments, supported by data.We’ll cover:The fundamentals of airline investingWhy British Airways has a strategic edgeThe importance of margins and capacity utilization (Key risks investors need to understandIt’s also a guide for analysts and investors on how to structure research reports: presenting your case with clarity, r...
2025-10-0305 minMark's Morning Call: Real Time. Real MarketsE3. P/E Ratio Playbook: Is That Stock Worth the Price?In this episode of Mark’s Morning Call, Mark and Dr. Jennifer break down one of the most powerful tools in stock investing — the Price-to-Earnings (P/E) ratio.You’ll discover how the P/E ratio helps investors decide whether a stock is cheap or expensive, and why share price alone can be misleading without understanding earnings power. From tech giants like Apple and the Magnificent 7 to financials such as HSBC and global names like AstraZeneca and Berkshire Hathaway, we unpack what different P/E levels really mean.What you’ll learn:Why the P/E...
2025-09-2614 min
Mark's Morning Call: Real Time. Real MarketsE2. How to Become a Millionaire: Should You Buy Airlines?Want to be a millionaire?As Richard Branson famously quipped, “The best way to become a millionaire is to start as a billionaire and then buy an airline.”On this episode, Mark takes you inside the world of airline investing. He unpacks why airlines are considered among the most capital-intensive industries in the world, how high fixed costs and capacity utilization shape profitability, and why dynamic pricing is the lifeblood of revenue management.You’ll also hear a comparative look at major players — from British Airways’ yield advantage to Ryanair’s industry-leading operating margins — plus how AI co...
2025-09-1915 minMark's Morning Call: Real Time. Real MarketsE1:Kick Off Your InvestUp Challenge: Building Your First PortfolioWelcome to a new term with Mark’s Morning Call! In this episode, Dr. Jennifer and Mark dive into the fundamentals of investing and what it really means to buy stocks. They unpack why owning shares is owning a piece of a company, and how understanding your risk profile can guide your first steps in building a portfolio.From stock prices vs. company value to the role of market capitalization, this conversation highlights the essentials every new investor should know. Plus, why starting with familiar companies and embracing a buy-and-hold strategy can build confidence and set the st...
2025-09-1212 minMark's Morning Call: Real Time. Real MarketsE0: Market is open! Welcome to Mark’s Morning CallWelcome to Mark’s Morning Call, the official podcast of the InvestUp Challenge—a 10-week stock investment experience for students and young investors.The program combines 📚 workshops, 📈 a real-time StockTrak competition, and 🎙️ this weekly podcast—your guide to learning how markets really move.Hosted by Dr. Jennifer Huang and Mark Coggins (ex-investment banker & former Asia CEO of Kaplan), this podcast is about real markets, real thinking, and real-time investing—not formulas or textbooks.👉 Follow along each week to build your first portfolio, sharpen your instincts, and learn smarter investing in practice.Keywords: stock invest...
2025-06-2102 min