Apparently he had a flat battery. Pete's here and even Paddy turns up for a few minutes
Aug 04, 2023•28 min•Ep. 2552
Is this the best investment scenario you can achieve? We also discuss Destiny Pharma #DEST & Good Energy #GOOD
Jul 29, 2023•41 min•Ep. 2551
We are seeing, I believe, the start…. of the end…. of the bear market. Bear = 20% below highs Bull = 20% above lows Inflation figures this week…. Inflation / CPI year on year to June Actual = 7.9% Forecast = 8.2% Previous = 8.7% Even Core CPI (YoY) (Jun) which BoE pay attention to is below forecasts... Actual = 6.9% Forecast = 7.1% Previous = 7.1% The Producer Price Index (PPI) Input (YoY) (Jun) Actual = -2.7% Forecast = -1.6% Previous = 0.4% If input costs fall, some of the decline will be enjo...
Jul 21, 2023•32 min•Ep. 2550
Some notes on Good Energy #GOOD VALUATION SUMMARY Market Capitalisation = £29m Net Cash = £19m Enterprise Value = £10m Net Asset Value = £38m WHAT DO THEY DO? Good Energy is a supplier of 100% renewable power and an innovator in energy services. It has long term power purchase agreements with a community of 1,700 independent UK generators who are independent businesses, non profits and local communities, spread all over Britain.  Since it was founded 20 years ago, the Company has been at the fo...
Jul 17, 2023•8 min•Ep. 2549
People are bearish… why? Because of all the economic data out there, it’s not good. Yes but the reality is the markets have priced a heck of a lot of this in. It’s been falling for 18 months. Now with this in mind, the fact the markets have been pricing this in advance - when do you think the markets will start pricing better economic data in advance?
Jul 14, 2023•35 min•Ep. 2548
How much money do you need a year to do the things you want to do? If you had a million pound and had it in a high yielding dividend fund, let’s say it would pay you 5%, you’d get £50k per year. From the age of 20, you would have to put £500 a month aside and assuming you can earn 5% interest a year, you’d have £1m by the age of 65. That’s a lot isn’t it? I don’t think many 20 year olds can afford to put £500 a month away. So how can you hit that £1m egg nest by the time you’re 65? Firstly you n...
Jul 08, 2023•41 min•Ep. 2547
Ketchup vs Mayo Central Bankers
Jun 30, 2023•41 min•Ep. 2546
The recent performance of the AIM All Share Index & 10 Facts About Bear Markets
Jun 29, 2023•8 min•Ep. 2545
The AIM ALL Share is at a new low at 760 from its all time high Last low was at 770 in October last year. It’s now down 42% from it’s all time high 658 days ago. The last time it was at this level during the dash for cash crash in April 2020. This was a quick dip that recovered. Previous to this, it was last at this level on 4th August 2016. 2,505 days ago.
Jun 26, 2023•12 min•Ep. 2544
Prime Minister Rishi Sunak said he understands that people will feel 'anxiety' following interest rate hike, adding that he's '100% on it' and it's 'going to be okay'. Bank of England Rate Rise Actual = 0.5% Forecast = 0.25% Current Interest Rate = 5% The AIM ALL Share has closed at 767.07 down (-0.82%), below it's October low of 775.61 Even though the CPI (YoY) (May) came in unchanged at 8.7% when it was forecast to come in at 8.4% the PPI or Producer Price Index is telling a different story. T...
Jun 24, 2023•37 min•Ep. 2543
"How to Make Money in Stocks: A Winning System in Good Times and Bad" by William O'Neil is a comprehensive guide to investing in the stock market. The fourth edition of the book offers a winning system for navigating both favorable and challenging market conditions. O'Neil's book emphasizes a growth investing approach that focuses on identifying stocks with strong potential for price appreciation. He introduces the concept of "CAN SLIM," a strategy that combines fundamental and technical analysi...
Jun 22, 2023•6 min•Ep. 2542
"Mastering the Market Cycle: Getting the Odds on Your Side" by Howard Marks is a book that explores the dynamics and patterns of market cycles in the world of investing. Howard Marks, a seasoned investor and co-founder of Oaktree Capital Management, shares his insights and strategies for understanding, analyzing, and capitalizing on market cycles to enhance investment returns.
Jun 20, 2023•8 min•Ep. 2541
"The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness" is a book written by Morgan Housel that explores the psychological and behavioural aspects of money management and personal finance. Doing well with money isn't necessarily about what you know. It's about how you behave. And behaviour is hard to teach, even to really smart people.
Jun 19, 2023•7 min•Ep. 2540
Is investing gambling? Yes. It’s all about probability. You are pretty much betting on the future of a company’s prospects. Some company's prospects are more predictable than others, therefore there's less risk but probably less reward.
Jun 16, 2023•36 min•Ep. 2539
"The Art of Execution: How the World's Best Investors Get It Wrong and Still Make Millions" by Lee Freeman-Shor is a book that explores the strategies and decision-making processes of successful investors, highlighting how they handle mistakes and still manage to achieve substantial financial gains.
Jun 16, 2023•4 min•Ep. 2538
"100 Baggers: Stocks That Return 100-to-1 and How To Find Them" by Christopher Mayer is a book that explores the concept of finding stocks that have the potential to grow by 100 times their initial investment value. The author shares insights and strategies based on his extensive research and analysis of historical stock market data. The book emphasizes the importance of long-term investing and highlights the power of compounding returns over time. Mayer presents case studies of companies that h...
Jun 15, 2023•6 min•Ep. 2537
"One Up On Wall Street" by Peter Lynch is an investment book that provides insights and strategies for individual investors to find successful investment opportunities. Lynch, a renowned mutual fund manager, shares his approach to stock picking and emphasizes the importance of individual investors leveraging their unique advantages.
Jun 14, 2023•4 min•Ep. 2536
"Thinking, Fast and Slow" by Daniel Kahneman explores the cognitive processes that drive human decision-making. Drawing on decades of research in psychology and behavioral economics, Kahneman presents a framework that distinguishes between two systems of thinking: the intuitive and fast-thinking System 1, and the deliberate and slow-thinking System 2.
Jun 13, 2023•5 min•Ep. 2535
"Reminiscences of a Stock Operator" by Edwin Lefèvre is a fictionalised biography based on the life and experiences of Jesse Livermore, a famous stock trader. Jesse Livermore is considered a pioneer of day trading and at one time, Livermore was one of the richest people in the world; Some of Livermore's trades, such as taking short positions before the 1906 San Francisco earthquake and just before the Wall Street Crash of 1929, are legendary within investing circles. However, he eventually commi...
Jun 12, 2023•5 min•Ep. 2534
Birthday's, Bull Markets Starts, HHP potential Spreadsheet, Cathie Wood and Bitcoin, Headline news.
Jun 09, 2023•39 min•Ep. 2533
"The Little Book That Beats the Market" by Joel Greenblatt is an investment book that presents a simple and systematic approach to stock investing. Greenblatt introduces the concept of "Magic Formula" investing, which aims to identify undervalued companies with strong financial performance.
Jun 09, 2023•5 min•Ep. 2532
"The Essays of Warren Buffett: Lessons for Corporate America" is a compilation of Warren Buffett's annual letters to shareholders of Berkshire Hathaway, selected and organised by Lawrence A. Cunningham. The book provides valuable insights into Buffett's investment philosophy, business principles, and approach to corporate governance.
Jun 08, 2023•6 min•Ep. 2531
"Security Analysis" by Benjamin Graham and David Dodd is considered one of the most important and comprehensive books on value investing and fundamental analysis. Published in 1934, the book provides detailed insights into the principles and techniques of evaluating securities.
Jun 07, 2023•4 min•Ep. 2530
"The Little Book of Common Sense Investing" by John C. Bogle is a highly regarded investment book that advocates for a passive investment strategy using low-cost index funds. Bogle, the founder of Vanguard Group, presents his principles for successful long-term investing and challenges the notion of active stock picking and market timing.
Jun 06, 2023•6 min•Ep. 2529
"Common Stocks and Uncommon Profits" by Philip Fisher is a book that focuses on a long-term, qualitative approach to stock investing. Fisher shares his investment philosophy and provides valuable insights into analysing companies, identifying growth opportunities, and making informed investment decisions.
Jun 05, 2023•4 min•Ep. 2528
This week we talk about Pete & Steve losing to Justin on Shuffleboard at BomBattlebar XP Factory #XPF Polarean Imaging's #POLX deal with Philips The inverted yield curve The Debt Ceiling Recession Mortgage deals being pulled Elon Musk pumping Dogecoin Brexit and economic disaster?
Jun 03, 2023•34 min•Ep. 2527
"A Random Walk Down Wall Street" by Burton Malkiel is a classic investment book that challenges the notion of beating the market consistently through active stock picking or market timing. The book advocates for a passive investment strategy based on the efficient market hypothesis.
Jun 02, 2023•8 min•Ep. 2526
"The Intelligent Investor" by Benjamin Graham is widely regarded as one of the most influential investment books ever written. Published in 1949, the book emphasises the principles of value investing, risk management, and psychological discipline, and has served as a foundational text for many successful investors, including Warren Buffett.
Jun 01, 2023•8 min•Ep. 2525
Artificial Intelligence will end mankind Destiny Pharma #DEST XP Factory #XPF Ondo InsurTech #ONDO BSF Enterprise #BSFA
May 27, 2023•45 min•Ep. 2524
We talk about the best thing to come out of any Coronation plus AI and the following companies: XP Factory #XPF Destiny Pharma #DEST MoneySupermarket #MONY
May 06, 2023•37 min•Ep. 2523
