On today’s episode, our team begins with a discussion about Brickability’s results. What is the company’s position in the market and how well prepared is it to weather a housing downturn?
Next up is this week’s cover story on the hidden stars of the FTSE 100, which explores businesses that have unusual growth stories. In this segment, Alex Newman runs through the thinking behind the piece and discusses how the ‘secret’ companies underpin the strength of the UK economy.
Last on the agenda is new FTSE 250 entrant ME Group International. Although it may not be the most exciting, or contemporary, business, it has seen significant growth in recent months. What can breaking down the valuation tell us about the business? And could this be a UK market success story?
Dan Jones is joined by Michael Fahy, Mark Robinson, Alex Newman and Jemma Slingo.
Hosted on Acast. See acast.com/privacy for more information.
A business on the right side of history: Lee and the IC
Building the ideal portfolio & Experian: The Companies and Markets Show
How interest rates can affect mid-caps & Wood Group’s trading update: The Companies and Markets Show
‘Ignore the oil price – energy stocks are still great value’: Ian Lance of Temple Bar Investment Trust
Unilever, Trainline & national champions: The Companies and Markets Show
How young investors can learn their trade: Lee and the IC
BHP’s bid for Anglo & investors’ biggest mistakes: The Companies and Markets Show
Fundsmith’s fate, industrial metals, & Asos: The Companies and Markets Show
British bargains & heritage brands: The Companies and Markets Show
‘It’s exciting in the investment trust sphere': Joe Bauernfreund of AVI
Tesla woes, travel’s rebound & investing during rate cuts: The Companies and Markets Show
Britain’s top-rated funds & Fevertree: The Companies and Markets Show
‘Cultural attitudes around investing need to change’: Lee and the IC
Vodafone’s fortunes & UK’s tech stocks: The Companies and Markets Show
'We should redefine what a recession is': Abby Glennie of Abrdn UK Smaller Companies fund
The Isa Special 2024: The Companies and Markets Show
The Budget explained & the importance of dividends: The Companies and Markets Show
‘It’s the valuation that matters, not the share price’: Laura Foll of Janus Henderson Investors
The power of consumer staples & the UK’s appetite for M&A: The Companies and Markets Show
Meeting a CEO: Lee and the IC
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