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 for a potential replacement for his H&T investment Allan took a fresh look at his watchlist. He was shocked by how large it had got, and pruning turns out to be harder than it seems.
Resource of the week
The Motley Fool
You can find the Motley Fool’s UK site here.
The US site, where it all started, is here.
Article of the week
This week’s article comes from Business Model Analysis and is a great source of info for anyone who wants to understand how companies create value.
McDonald’s Value Chain Analysis
Podcast of the week
This week’s podcast is all about Spacs. If you don’t know what they are then it’s a great listen.
Unhedged , When Spacs attack
22 May 2025
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Music and sound effects
Bossa Antigua Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
http://creativecommons.org/licenses/by/3.0/
Sound effects from https://quicksounds.com
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