In this episode of the Investors Champion Podcast, hosts Chris and Lee provide an overview of the latest news and updates impacting UK investors. They discuss the performance of the ultimate stock’s portfolio, focusing on AI-focused tech giants such as Google, ASML, Nvidia, and Apple. The conversation also highlights successful investments in companies like Garmin and the challenges faced by dividend-focused portfolios. Chris and Lee delve into up-and-coming AIM stocks and address concerns with ...
Mar 16, 2025•27 min
In this episode, the hosts provide a comprehensive overview of the performance of the Ultimate Stocks Portfolio, and standout companies. Chris reflects on the portfolio's performance in 2024, and delves into the influence of AI on investments, and address significant changes on the horizon for the AIM market and London Stock Exchange. The episode also explores lessons learned from past investments and highlights opportunities for 2025. Timestamps: 00:56 Reflecting on 2024: Ultimate Stocks Portfo...
Dec 29, 2024•21 min
In this episode of the Investors Champion Podcast, Chris and Lee discuss key topics affecting UK investors, including company management remuneration misalignment, highlighted through case studies on Plexus and Manolete Partners. They delve into peculiar market investments, such as a banana taped to a wall sold for over $6 million, and assess significant market movers like Games Workshop, Sage, and Jet2. Additionally, they analyse the potential impacts of regulatory actions on Alphabet and chat ...
Nov 23, 2024•24 min
In this episode of the Investors Champion Podcast, hosts Chris and Lee discuss the recent UK budget's implications on the AIM market and inheritance tax relief for business shares. They compare the growth potential between AIM shares and large technology stocks like Alphabet and Garmin, and the importance of the London Stock Exchange and AIM companies in promoting themselves. The episode also features responses to listener questions about the budget's impact on private pensions and dividends. To...
Nov 02, 2024•14 min
In this episode of the Investors Champion Podcast, hosts Lee and Chris delve into the world of dividend-producing stocks in the UK market. The episode covers the selection criteria for the Income Boosters Portfolio, which focuses on high-yield, reliable dividend-paying stocks with good dividend cover. They also touch upon the AIM High Yield Portfolio, highlighting its performance and the unique aspects of investing in smaller AIM companies. The hosts share examples of successful stocks, and the ...
Oct 19, 2024•27 min
In this episode of the Investors Champion Podcast, Chris and Lee discuss intriguing investment opportunities, focusing on 'bonkers bargains' - stocks with strong fundamentals but undervalued due to market conditions. They highlight small cap companies like Time Finance and Alumasc, and delve into an unusual pick, Gemfields Group. The episode emphasizes the importance of balancing growth stocks with deep value investments, and the potential long-term rewards and risks in small cap investing. Chri...
Oct 05, 2024•22 min
In this episode of the Investors Champion Podcast, hosts Chris and Lee focus on some standout successful companies listed on the AIM market. They dive into the growth journeys of companies like Yu Group, Elixirr, Fonix, Time Finance, AB Dynamics, CVS Group, and Jet2. They highlight the importance of founder ownership, patience, and understanding business models for long-term investment success. The episode also touches upon Raspberry Pi's impressive IPO performance on the main market and conclud...
Sep 28, 2024•22 min
In this episode of the Investors Champion Podcast, Chris and Lee provide an analysis of Next PLC's interim results, highlighting them as a benchmark for how companies should present financial updates. The discussion contrasts Next PLC's comprehensive and transparent reporting with that of Next 15. They also touch upon the recent performance of the S&P 500, driven by a significant interest rate cut by the Federal Reserve, and critique the Bank of England's cautious approach. The episode is a ...
Sep 21, 2024•15 min
In this episode of the Investors Champion Podcast, hosts Lee and Chris provide a comprehensive analysis of the UK share market, specifically focusing on small cap and AIM-listed companies. They discuss the implications of potential capital gains tax changes, the impact of Philip Meeson's share sale from Jet2, and Nvidia CEO's stock sell-off amidst antitrust investigations. The episode features deep dives into three promising small caps: Gamma Communications, hVIVO, and Keystone Law. The hosts al...
Sep 15, 2024•32 min
In this episode, Chris and Lee discuss the latest performance and outlook of several UK companies listed on AIM. The conversation ranges from high dividend-paying stocks in the income booster’s portfolio to the potential impact of UK tax changes. They also touch on specific companies from house building, construction materials, aerospace, and healthcare software. Featured companies include Hargreaves Lansdown, Page Group, Rightmove, Filtronic, Ashtead Technology, and Craneware, as well as 'bonke...
Sep 07, 2024•26 min
In this episode of the Investors Champion Podcast, Chris and Lee provide an informative rundown on topics affecting UK investors. They delve into key market movers, including Nvidia's impressive, yet scrutinized, quarterly results, and Warren Buffett's Berkshire Hathaway crossing the $1 trillion mark. The discussion also covers smaller UK companies like Focusrite and Aquis Exchange, examining their market performance and future prospects. Additional highlights include a deep dive into the challe...
Aug 31, 2024•30 min
In this episode of the Investors Champion Podcast, hosts Chris and Lee kick off with personal chit-chat about Olympics before diving deep into recent market turmoil, notably analysing the severe crash in Japan's Nikkei index. The conversation transitions into Warren Buffett's significant Apple stock sell-off, the correlation between cryptocurrencies and traditional markets, as well as the impact of Google's recent antitrust case. They discuss the UK's housing market's unexpected rise in house pr...
Aug 10, 2024•34 min
In this episode of the Investors Champion Podcast, hosts Chris and Lee discuss a variety of topics affecting UK investors, starting with the potential impact of the Olympics on businesses and product placements. They cover the recent Bank of England rate cut and its significance for the stock market and small-cap companies. Key company updates include analysis of St. James's Place, Games Workshop, McDonald's, Microsoft, and Meta, along with smaller SaaS companies like Quartix Technologies, Dotgi...
Aug 03, 2024•35 min
In this episode of the Investors Champion Podcast, the hosts discuss a variety of topics affecting UK investors including significant movers in the UK share market, intriguing investment opportunities, and the impact of current events on the stock market. The conversation touches on the tech sector's recent sell-off, the investment strategies of quality growth managers, and analysis of major companies like NVIDIA, Alphabet, Unilever, and Nestle. The hosts also delve into smaller cap news, highli...
Jul 27, 2024•29 min
In this episode of the Investors Champion podcast, hosts Chris and Lee discuss various factors influencing investment decisions, focusing on the UK market. Key topics include the pension bill aimed at consolidating lost pension pots, the recent performance of major retail companies like Burberry, Frasers, and speculative investments in small-cap companies. Various sectors are analysed, from construction materials with Alumasc to Artisanal spirits and high-speed banknote authentication, Spectra S...
Jul 20, 2024•35 min
In this episode of the Investors Champion Podcast, Chris and Lee cover a range of topics impacting UK investors. Key highlights include a discussion on the UK economy's unexpected 0.4% growth in May, the Bank of England’s potential reluctance to cut interest rates, and significant new FCA rules affecting listed companies. Chris and Lee, provide insights into several companies, such as Jet2's record profits, Domino's operator DP Poland's growth, and Hostels World's improving financials. Additiona...
Jul 13, 2024•35 min
In this episode of the Investors Champion Podcast, Lee and Chris delve into topical issues affecting the UK investment market. They start with a comprehensive discussion on AI's burgeoning influence on stock markets and touch on how companies like Nvidia and Microsoft are pioneering this space. This is followed by an insightful look into small-cap companies, including the impressive performances of System1 and Craneware, and the challenges faced by ActiveOps and Shoezone. The hosts also discuss ...
Jul 06, 2024•31 min
In this episode of the Investors Champion Podcast, hosts Chris and Lee discuss recent movements and interesting topics affecting UK investors, particularly focusing on AIM and small cap stocks. They highlight the contrasting fortunes of companies like Warpaint London and Revolution Beauty, and cover news from other companies including YouGov, Intercede, Chapel Down, Gear 4 Music, Supreme, Time Finance, and PCI PAL. The episode also touches on notable market activities such as Carlsberg's takeove...
Jun 29, 2024•33 min
In this episode of the Investors Champion podcast, institutional investors' attraction to private equity and the impact of rising interest rates on this trend are discussed. Topics include notable company performances, with a focus on Hargreaves Lansdown and its private equity involvement, the struggles and successes in the electric vehicle market, and Tesla's impressive stock option benefits. Other companies analysed include Adobe, Games Workshop, AOTI, and UK-based MP Evans. The podcast also c...
Jun 22, 2024•35 min
In this episode of the Investors Champion podcast, hosts Chris and Lee delve into several key topics shaping the UK investment landscape. They start by celebrating the recent IPO of Raspberry Pi on the London Stock Exchange, they highlight the firm's market performance and its far-reaching applications. The conversation then transitions to Elon Musk's controversial $46 billion pay deal and its potential implications for Tesla shareholders. The podcast also explores Halma's record revenues, the s...
Jun 15, 2024•36 min
In this episode of the Investors Champion podcast, hosts Chris and Lee discuss the challenges faced by companies like National Grid and UK water companies in balancing dividends with capital expenditure. They delve into recent market moves including the ECB's rate cuts and UK construction's growth, and evaluate the potential undervaluation of Tesla amidst its diverse technology portfolios. The episode highlights various UK stocks, such as Ramsden's, WH Smith, and Fever Tree, and investigates the...
Jun 08, 2024•34 min
In this episode of the Investor’s Champion Podcast, the discussion focuses on the rampant takeover activity in the UK stock market, particularly in AIM stocks. Chris and Lee delve into why takeovers are occurring at such a high rate, citing factors such as the UK's undervalued shares, the influx of private equity, and broader economic and political uncertainties including Brexit. The conversation also highlights notable takeovers, both positive and negative, and the impact on shareholders and th...
Jun 01, 2024•22 min
In this week’s episode of the Investors Champion Podcast, hosts Lee and Chris discuss the latest significant movers in the UK share market, including the positive court ruling for PCI-PAL and the resurgence of Marks & Spencer. They delve into the business potential and obstacles for companies like Naked Wines and Mitchells & Butlers. The episode also highlights major international topics such as Nvidia's dominance and unprecedented growth due to its AI chips. Additionally, the episode fe...
May 26, 2024•31 min
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering news from companies in the travel sector, TUI and On the Beach. More takeover news from IQGeo. An update from one of our ultimate stocks, Experian. AIM and UK small cap focus Brickability, Michelmersh Brick Holdings, Lords, Angling Direct, Zotefoams, Creo Medical and Renew Timestamps: 1:20 FTSE and UK economy news including more take overs. 13:10 Travel news from TUI and On the B...
May 18, 2024•39 min
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering news from our Disney slowing inching into profit, part of our Ultimate Stocks Portfolio. Pandemic-era winners big fall in value – but need to look at the detail. Frontier Developments video game developer – it’s all about the free cash flow, or lack of it and Airbnb – a closer look at one of our favourites. Timestamps: 1:20 FTSE and UK economy news 5:35 Olive prices 6:10 Zoom Vid...
May 11, 2024•35 min
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering News from our Ultimate Stocks Portfolio including Apple, quarterly results and mammoth share buybacks. Starbucks – what’s going wrong? McDonalds – growing, but it’s new breakfast offering could be healthier. We mention Coca Cola. An extended Discussion of Whitbread (Premier Inn) and the hotel industry in general with comparison to Intercontinental Hotel Group. St James Place – mo...
May 04, 2024•39 min
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering Filtronic (AIM: FTC), Spotify (SPOT), META (META), Alphabet (GOOG), Nestle, Hermes International, BHP Group, Associated British Foods (ABF), JD Sports (JD), Supreme (AIM: SUP), Jet2 (JET2), Warpaint London (AIM: W7L) and Sanderson Design Group (AIM: SDG) Timestamps: 1:10 Filtronic 5:50 Spotify 9:30 Meta 10:50 IC Ultimate Stocks Portfolio update on Alphabet, Microsoft & Nestle...
Apr 27, 2024•34 min
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering Bitcoin, Blackrock hits $10.5 trillion AuM, Tesla lays off 10% of its work force, ASML – 3rd largest company in Europe, LVMH, EasyJet (EZJ), Superdry (SDRY), Dr Martens (DOCS), Chapel Down (AIM:CDG), Ashtead Technology (AIM: AT.), Renold (AIM:RNO), Everyman Media Group (AIM: EMAN), Team17 Group (AIM:TM17), INSPECS Group (AIM:SPEC) and Keystone Law (AIM:KEYS), Timestamps: 1:10 Bit...
Apr 20, 2024•32 min
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering news affecting UK investors, Costco’s unique business model, Lok’n Store (AIM:LOK), Surface Transforms (AIM:SCE), Stonking Small Cap Hvivo, Cake Box Holdings (AIM:CBOX), Cake Box Holdings (AIM:CBOX), Epwin Group (AIM: EPWN), M&C Saatchi (AIM:SAA) and Polar Capital Holdings (AIM:POLR). Timestamps: 1:15 News affecting UK investors. 5:30 Costco’s unique business model. 10:15 Lok...
Apr 13, 2024•28 min
In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering news affecting UK investors. An analysis of companies that have used an acquisition strategy for growth, asking the question – does it make sense discussing Future (AIM: FUTR), Gooch & Housego (AIM: GHH), AB Dynamics (AIM: ABDP) and RBG Holdings (AIM: RBGP). Wrapping up with some company-specific news from Frontier Developments (AIM: FDEV) and James Latham (AIM:LTHM). Timesta...
Apr 06, 2024•39 min
