Episode notes This week Allan shares a couple of thoughts on the budget, but mainly focusses on the subject of land and property. Allan’s thought for the week Don’t be swayed by a good story. Book of the week This…
Paying homage to Warren Buffett
Episode notes At the age of 93 Warren Buffett is finally coming to the end of his long investing career. May we all find something that inspires us so much that we want to keep doing it until we are…
Buy and hold investing and portfolio management
Episode notes This week Allan discusses another classic book, an article on portfolio management, and a podcast on scotch whisky. Allan’s thought for the week Allan considers the difference between buy and hold investing and hands off investing. Book of…
Bubbles past and present
Episode notes This week Allan reviews a book, an article, and a podcast episode that each have something interesting to say about bubbles. Allan’s thought for the week Stock tips and ideas can be really useful, but it is important…
Superforecasting, and the LSE past and present
Episode notes In this week’s episode Allan shares a book on Superforecasting, an article on the Big Bang, and a podcast interview with a small business founder. Allan’s thought for the week Allan considers his failure to be a momentum…
Allan’s inspiration
Episode notes In this week’s episode Allan shares what first got him interested in investing. It is a shorter offering since Allan has been on holiday. Usual service will resume next week. Support the show If you want to support…
The Intelligent Investor, market theory, and Nestle’s woes
Episode notes This week Allan looks at a classic text, as well as sharing some of the other interesting stuff that has caught his fancy. Allan’s thought for the week This week Allan considers how a little knowledge really can…
Economics, AI, and gold
Episode notes In this week’s show Allan Shares a book on economics, an article on investing with AI, and a podcast on gold. Allan’s thought for the week Allan considers whether, and how, to hedge his portfolio using gold. Book…
Personal finance, money, and investing woes
Episode notes In this week’s podcast Allan reviews a book on personal finance, recommends an article on how to manage your cash, and shares some thoughts and a podcast on business analysis. Allan’s thought for the week Learning from failure…
Understanding entrepreneurs
Episode notes This week Allan takes a bit of a dive into understanding businesses and investment opportunities from the point of view of an entrepreneur. Allan’s thought for the week Dividends are nice to have. Having a dividend mindset is…