The team chat UK investment trusts plus Broadcom, CrowdStrike, Dell, Anthropic, OpenAI and Snowflake

The team chat UK investment trusts plus Broadcom, CrowdStrike, Dell, Anthropic, OpenAI and Snowflake

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] Join the guys as they run through results from Dell and Snowflake, upcoming earnings from Broadcom and CrowdStrike, and the UK investment trust scene including European Opportunities, JPMorgan European, Finsbury Growth & Income, Seraphim and Custodian REIT.

The team discuss Micron, SK Hynix, Dell, Scottish Mortgage, Hollywood Bowl, Kingfisher and Zotefoams

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] Join the guys as they talk through Micron and SK Hynix joining 'the $1 trillion club', the latest results from Scottish Mortgage, updates from Hollywood Bowl, Kingfisher and Zotefoams, and upcoming releases from Dell and HP.

Sharesify podcast with Georgina Brittain of JPMorgan UK Small Cap Growth & Income

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] n our latest podcast special, Steven Frazer and James Crux are joined by Georgina Brittain, co-manager of JPMorgan UK Small Cap Growth & Income (LON:JUGI). This investment trust seeks to deliver capital growth over the long term and also pays a quarterly dividend. Georgina tells us what sets ‘JUGI’ apart from competitors in the AIC UK Smaller Companies sector and why she is seeing plenty of opportunities in this part of the market. Our special guest explains why free cash flow yield is her preferred valuation metric. She also lends us her view on the M&A backdrop, and the scope for recovery in the IPO market. Finally, Georgina tells us why the market has an outdated perception of Mr Kipling-maker Premier Foods (LON:PFD), the Batchelors-to-Bisto brands owner that is the trust’s top holding.

The team discuss Nvidia's results and the upcoming SpaceX IPO as well as UK and US consumer stocks

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] Join the guys as they walk through another blowout set of results from Nvidia, the looming $1.75 trillion SpaceX float and earnings from Diploma, Dr Martens, Hill & Smith and TheWorks. Plus there's a look ahead to Kingfisher and US retailers next week.

Sharesify podcast with Abby Glennie of Aberdeen UK Smaller Companies Growth Trust

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] In our latest podcast special, James Crux and Ian Conway are joined by Abby Glennie, manager of Aberdeen UK Smaller Companies Growth Trust (AUSC). Our guest discusses the trust’s successful stock selection-led investment process. This involves compiling a shortlist of potential investments using a screening tool known as ‘The Matrix’, which reflects quality, growth and momentum-based factor analysis.