Episode notes In this week’s podcast Allan considers the pros and cons of market volatility and market disruptors. Allan’s update Constant news, and the resulting volatility in share prices, is great if you are a trader, or even a short…
Portfolio structure and dark times ahead
Episode notes This week’s episode is slightly shorter than usual because Allan has been on holiday. Fortunately, it still contains a resource, article, and podcast recommendation that are well worth your time. Allan’s update Holidays are a time for switching…
Takeover talk, stock screening, and the usefulness of aphorisms
Episode notes In this week’s episode Allan reviews a book on stock screening, an article on a well-known stock market aphorism, and a podcast interview with the UK manager of Pret A Manger. Allan’s update This week Allan has been…
The value of good data
Episode notes In this week’s episode Allan shares a resource to turbo-charge your company research, an article that provides a bit of perspective on investing in the first quarter of the 21st century, and a fascinating podcast on the mining…
Review of”How To Read The Financial Pages” by Michael Brett
A great deal of the financial press, and the corporate announcements and press releases made available for investors, can be impenetrable if you don’t understand what you are reading, watching, or listening to. The business world is full of strange…
Jargon busting and business failures
Episode notes In this week’s episode Allan shares a useful little directory, an article on cyber security, and a podcast charting the rise and fall of a former high street stalwart. Allan’s update Since it has been a quiet week…
Foolish investing
Episode notes In this week’s podcast Allan shares a resource that should be on every investor’s radar. He also recommends a great article about company analysis and a podcast that taught him all about Spacs. Allan’s update In his search…
A podcast refresh
Episode notes This week Allan introduces a new format for the podcast. Allan’s update A takeover offer has left Allan’s portfolio looking pretty good, but he still manages to find the downside. Resource of the week This week Allan recommends…
Company presentations, webinars, and Zoom calls
Episode notes Thanks to modern technology it is easier than ever for companies to interact with their shareholders. Some managers are super keen and it sometimes feels like they are never off the airwaves. Others or a touch more shy,…
Understanding annual reports and where to find them
Episode notes Following last week’s discussion of RNS announcements, this week Allan takes a brief look at annual reports. Every company has to produce them, and they are often large, fairly daunting offerings. Allan asks what they are, where they…