Investor's Champion Podcast

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 about unique investment opportunities and risks in smaller companies like Michelmersh Brick Holdings. Timestamps: 00:36 Case Study: Plexus and Management Remuneration 03:45 Case Study: Manolete and Shareholder Misalignment 06:04 Crazy Investments: The $6.2 Million Banana 07:46 Bitcoin and the Cryptocurrency Craze 08:17 DOJ vs. Google: Potential Breakup of Alphabet 12:40 UK Success Stories: Games Workshop and Sage 19:12 Small Caps Spotlight: Jet2 and Michelmersh Brick Holdings 23:38 Conclusion If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ [https://fundamentalasset.com/educational-webinars/] Visit Investor’s Champion website here: https://www.investorschampion.com/ [https://www.investorschampion.com/] Follow Investor’s Champion on X here: https://twitter.com/investchampion [https://twitter.com/investchampion] Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

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. Touching upon the debate over dividend payments versus reinvestment in company growth. Timestamps: 0:53 Impact of the Budget on AIM Market 04:23 Comparing AIM to Global Markets 09:54 Listener Questions and Final Thoughts 13:48 Conclusion and Next Week's Preview If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ [https://fundamentalasset.com/educational-webinars/] Visit Investor’s Champion website here: https://www.investorschampion.com/ [https://www.investorschampion.com/] Follow Investor’s Champion on X here: https://twitter.com/investchampion [https://twitter.com/investchampion] Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

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 challenges faced, providing insights and strategies for building and managing a dividend-focused investment portfolio. Timestamps: 00:40 Introduction to Dividend Producing Stocks 03:04 What Makes Up the Income Boosters Portfolio 04:49 Examples of Dividend Stocks in the Portfolio 06:16 Challenges in Dividend Investing 10:40 Exploring the AIM High Yield Portfolio Stocks 13:11 Performance and Insights of AIM High Yield Portfolio 18:34 Pros and Cons of Dividend vs. Growth Portfolios 22:57 Final Thoughts on companies making transformational acquisition. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ [https://fundamentalasset.com/educational-webinars/] Visit Investor’s Champion website here: https://www.investorschampion.com/ [https://www.investorschampion.com/] Follow Investor’s Champion on X here: https://twitter.com/investchampion [https://twitter.com/investchampion] Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

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. Chris also touches upon the importance of market research and diversification while noting some of their past successes and disappointments in the 'bonkers bargains' category. They conclude with advice on portfolio composition and a note on the challenging market environment due to impending tax changes and budget announcements. Timestamps: 00:27 Market Frustrations and Bonkers Bargains 01:17 Defining Bonkers Bargains 03:05 Success Stories: Time Finance 06:54 Construction Materials Sector & Alumasc 09:10 New Additions to the Bonkers Bargains List 12:01 Portfolio Strategy and Diversification 15:00 Bonkers Bargain XP Power 21:20 Concluding Thoughts If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ [https://fundamentalasset.com/educational-webinars/] Visit Investor’s Champion website here: https://www.investorschampion.com/ [https://www.investorschampion.com/] Follow Investor’s Champion on X here: https://twitter.com/investchampion [https://twitter.com/investchampion] Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

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 concludes with a recommendation to diversify investments across multiple good issues. Timestamps: 00:29 Market News and Spotlight on AIM Companies 01:43 Yu Group: A Roller Coaster Journey 04:49 Elixirr: Ambitious Growth 06:12 Fonix: Mobile Payment Specialist 09:06 Time Finance: Bonkers Bargain 11:35 AB Dynamics: From Tiddler to Titan 13:53 CVS Group: Veterinary Services 16:57 Jet2: Soaring High 20:20 Raspberry Pi: IPO Success 21:17 Conclusion and Final Thoughts If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ [https://fundamentalasset.com/educational-webinars/] Visit Investor’s Champion website here: https://www.investorschampion.com/ [https://www.investorschampion.com/] Follow Investor’s Champion on X here: https://twitter.com/investchampion [https://twitter.com/investchampion] Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.